Senior Manager Transfer Agency Operations

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Role Purpose

The Senior Manager Transfer Agency South Africa is a senior leadership role accountable for translating strategy into consistently high‑quality operational delivery. The position plays a critical role in safeguarding client outcomes, leading service performance, managing escalations, and driving continuous improvement across the Apex South Africa Transfer Agency platform. The role acts as a trusted strategic partner and delegate to the Head of Transfer Agency.

Key Responsibilities

Strategic Operational Leadership

• Lead the day‑to‑day execution of the Transfer Agency operating model, ensuring alignment with strategic objectives, regulatory standards, and client expectations.
• Provide strong oversight of service delivery, controls, risk management, and operational resilience.
• Partner with the Head of Transfer Agency on strategic planning, capacity management, and operational prioritisation.
• Drive a culture of continuous improvement, efficiency, and accountability across the TA function.

Client Experience, Escalations & Service Excellence

• Own senior client escalations, ensuring effective resolution, transparent communication, and sustainable outcomes.
• Act as a key custodian of client happiness, proactively identifying service risks and improvement opportunities.
• Deliver insights from client interactions and service metrics to inform strategy, resource allocation, and change initiatives.
• Support and participate in key client engagements, service reviews, and governance forums.

Leadership & Talent Development

• Provide strong leadership to management and senior operational teams, reinforcing a high‑performance, client‑centric culture.
• Coach and develop future leaders within the Transfer Agency function.
• Act as a visible leader during periods of change, growth, or operational pressure.
• Serve as stand‑in for the Head of Transfer Agency when required.

Stakeholder & Enterprise Collaboration

• Work closely with Fund Administration, Compliance, Technology, SDM, and Business Development to ensure cohesive service delivery.
• Support new client, fund, and product launches from an operational and client‑readiness perspective.
• Contribute operational insight into broader business initiatives and change programmes.

Skills & Experience

• Extensive experience in Transfer Agency or Fund Administration with senior operational leadership exposure.
• Proven ability to manage complex client relationships and senior‑level escalations.
• Strong strategic thinking combined with deep operational understanding.
• Excellent leadership, communication, and stakeholder management skills.
• Highly resilient, commercial, and client‑focused, with a strong sense of ownership.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.