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Global Head of Transfer Agency, Product Automation

3 months ago

Johannesburg, Gauteng, South Africa LRI Invest S.A. Full time

Global Head of Transfer Agency, Product Automation


Their primary responsibility of the Global Head of TA Product Automation will be working with stakeholders and functional groups to maximise the automation of all TA Products and Services.


  • The successful applicant will drive the TA product automation strategy and objectives and act as a link between the business stakeholders and the delivery teams. It will be necessary to successfully handle multiple tasks, projects and priorities in a fast paced environment.

About Apex
The Apex Group is a global financial services provider with 12,000 staff across 50+ offices globally.

We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do.


Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes.

Whatever your career path or specialism Apex provides a global platform to allow you to thrive.

Job Specification

  • Lead /manage new product automation for TA Products and services scoping, technology selection, procurement, build, development, testing, documentation/training materials, and implementation.
  • Lead /manage current TA product automation improvements development, upgrades, change improvements, and systems integrations.
  • Lead interaction/collaboration of product offering with regional Finance, Marketing, and Governance to maximize the revenue and margins.
  • Feedback loop with multiple functional groups such as regional offices, IT, Operations, HR, Communications and Governance to drive innovation projects for the region.
  • Technology vendor review, assessment and selection alongside product technology and product development team
  • Provide technical assistance to Operations and/or Product Facility teams for new client onboardings, conversions and system migrations.
  • Technical sales support for TA prospects involved in pitches, RFPs, case studies, pricing and discussions on optimal model.
  • Ability to clearly communicate ideas to both technical stakeholders and business end users.
  • Interpreting client and market requirements and translating these into viable solutions with tangible business benefits.
  • Support development, testing during the build and test phases and deployment of solutions.
  • Identify new opportunities for automation of TA Products and Services.

Skills Required:

  • Experience of 15+ years working in the Transfer Agency industry.
  • Proven track record in delivering technology led automation is the Transfer Agency Industry.
  • Motivated selfstarter who can work in a team environment.
  • Excellent communication, listening and writing skills.
  • Excellent stakeholder management skills.
  • Be able to plan and track activities/tasks.
  • Ability to work to complete work to schedule.
  • Ability to multitask.
  • Be willing to travel (limited) if required to support project objectives.
  • 3rd level Qualification.

What you will get in return:

  • A genuinely unique opportunity to be part of an expanding large global business.
  • Exposure to all aspects of the business, crossjurisdiction and to working with senior management directly.

Additional information


We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.