Financial Services Team Lead

2 days ago


London, Greater London, United Kingdom Capital Group Full time

About the Position

Capital Group seeks a Financial Services Team Lead to join our Asset Management operations team. This role offers a chance to excel in a fast-paced environment and contribute to the growth and success of our organization.

Main Responsibilities

  • Ensure the quality of service delivery by external service providers aligns with key regulatory and operational requirements.
  • Manage the onboarding process for new investors, including legal agreement negotiations and account opening.
  • Pursue professional development opportunities, contributing to global initiatives or assigned projects as a subject matter expert or project manager.
  • Deliver exceptional customer service and maintain a high level of professionalism in all interactions.

Requirements and Qualifications

  • Three to five years of experience in asset management, preferably within a transfer agency oversight and/or investor support function.
  • Familiarity with UK domiciled fund offerings and the ability to adapt to changing priorities.

Benefits and Compensation

  • A base salary: $110,000 - $145,000 annually.
  • An annual performance-based bonus.
  • A retirement plan with employer-matched contributions.
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