Head of Transfer Agency, Fund Order Services and Data Operations

Job Summary

The Managing Director – Head of Transfer Agency, Fund Order Services and Data Operations (Poland) is a senior leadership role responsible for the end‑to‑end delivery, strategic direction, and operational excellence of Transfer Agency (TA), Fund Order Services (FOS), and Data Operations within Poland. The role is accountable for client and investor service outcomes, risk and regulatory compliance, people leadership, and the ongoing transformation and scaling of operations in line with global strategy.

As a member of the senior management team, the role partners closely with global and regional leaders, Client Service, Product, Technology, Risk, and Compliance to deliver high‑quality, resilient, and efficient services across multiple asset classes and client segments.

Key Responsibilities

Leadership & Strategy

• Lead and develop large, multi‑disciplinary teams across Transfer Agency, Fund Order Services, and Data Operations, fostering a high‑performance culture focused on client outcomes, accountability, and risk excellence.

• Define and execute the Poland location strategy in alignment with global operating models and corporate objectives, including location strategy and follow‑the‑sun delivery where applicable.

• Act as a senior site leader, representing Poland in global forums, governance committees, and strategic initiatives.

Client & Investor Service

• Own and enhance the client and investor service experience across TA, Fund Order Services, and Data Operations.

• Maintain strong senior‑level client relationships, managing complex escalations and ensuring consistent, high‑quality service delivery.

Operational Excellence & Transformation

• Ensure the timeliness, accuracy, and completeness of all client, investor, and data deliverables.

• Drive the AI and productivity agenda for TA, FOS and Data Operations units in Poland.

• Lead and sponsor business transformation, including process simplification, operating model changes, and technology initiatives.

Risk, Control & Regulatory Oversight

• Ensure full compliance with internal policies, regulatory requirements, and external obligations applicable to Transfer Agency, Fund Order Services, and Data Operations.

• Promote and embed a strong culture of risk awareness, control, and escalation.

• Provide effective oversight of audit, regulatory, and risk management activities, ensuring timely issue resolution.

• Ensure business continuity planning and operational resilience are in place, tested, and effective.

People & Resource Management

• Accountable for workforce planning, talent development, succession planning, and employee engagement across all functions.

• Coach and develop senior leaders and managers, building strong leadership pipelines.

• Manage direct and indirect budgets, ensuring effective cost control and resource utilization.

• Champion inclusion, diversity, and cultural initiatives as part of day‑to‑day leadership.

Stakeholder & Governance Engagement

• Partner with Global Functional Leadership, Technology, Product, Risk, Finance, and other key stakeholders to align delivery with business strategy.

• Serve on internal committees and governance forums, contributing to enterprise‑wide initiatives and best practices.

Knowledge, Skills and Experience

Knowledge & Experience

• 15+ years of experience in managing Transfer Agency operations, complemented by strong exposure to Fund Order Services and/or Data Operations.

• Proven senior leadership experience within financial services, fund administration, and investment operations, 15+ years of relevant industry experience.

• Strong understanding of Transfer Agency and Fund Order Services operating models, regulatory frameworks and risk management principles applicable to funds and investor services.

• Experience leading large teams in a global, matrixed environment.

Skills & Capabilities

• Exceptional leadership, people management, and change management skills.

• Strong client relationship management and stakeholder engagement capabilities, including interaction with senior executives.

• Demonstrated ability to drive operational excellence, productivity, and transformation at scale.

• Excellent communication skills, both written and verbal.

• Strategic thinker with the ability to execute across multiple priorities simultaneously.

Education & Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related discipline; advanced degree or professional qualifications are advantageous.

What We Value

• A strong client‑centric mindset with a focus on service quality and outcomes.

• Integrity, accountability, and sound judgment in decision‑making.

• Commitment to developing people and building inclusive, high‑performing teams.

• Ability to operate effectively in a fast‑paced, highly regulated, and evolving environment.

Note: The role requires a minimum of three days per week working from the office

Minimum Salary:​

zł426 000 Annual

The minimum salary quoted above applies to the role in the primary location specified. If the candidate ultimately works outside of this primary location, the applicable minimum salary may differ.​

Salary will be determined based on factors such as the position, type of work performed, individual skills, job description, working hours, diligence, initiative, self-management, length of employment, availability, and the quantity and quality of work delivered, as well as other objective and non-discriminatory criteria relevant to State Street employees.​

In addition to salary, employees are eligible to be considered for discretionary annual performance-based awards.​

​

We Offer:​

• Permanent contract from day one​

• Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)​

• Gold Medical Package for employees and their families (partner and children)​

• Premium life insurance package and private pension plan​

• Wide range of soft skills training, technical workshops, language classes and development programs​

• Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice​

• Variety of well-being programs​

• Additional benefits available depending on the seniority of the role

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

State Street's Speak Up Line

Załącznik do standardu Whistleblowing i Speak Up SSBI GmbH dla Oddziału w Polsce