Transfer Agent Oversight Specialist

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Transfer Agent Oversight Specialist, you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery.

Work you'll do/Responsibilities

The Transfer Agent Oversight Specialist supports the end-to-end oversight of transfer agent relationships and operations, ensuring adherence to service levels, timely fund flows, regulatory compliance, and issue resolution. This leadership role is responsible for process governance, partner management, and driving operational improvements across teams (including Fund Ops Cash, Shareholder/Dealer Services, Ops Compliance, and Regulatory Document Management).

• Lead oversight of multiple third-party transfer agents, enforcing process standards, SLAs, and best practices.
• Manage onboarding, training, and knowledge transfer to mitigate reliance on key personnel and maintain operational continuity.
• Serve as escalation point for complex issues or critical exceptions relating to cash movement, shareholder events, or dealer services.
• Coordinate cross-functional engagement for large-scale projects, fund launches, regulatory reviews, and annual due diligence.
• Oversee quality, timeliness, and completeness of agent deliverables, including statements, tax documents, and regulatory filings.
• Drive continuous improvement of documentation, runbooks, and process control inventories to harmonize procedures across teams and vendors.
• Analyze root causes of errors or delays and implement controls to reduce recurring issues.
• Maintain strong working relationships with internal teams (ops, legal, compliance, IT) and stay abreast of regulatory and market changes.
• Report on metrics, performance outcomes, and key risk indicators to leadership.

The Team

AI & Engineering leverages cutting-edge engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure. These solutions are powered by engineering for business advantage, transforming mission-critical operations. We enable clients to stay ahead with the latest advancements by transforming engineering teams and modernizing technology & data platforms. Our delivery models are tailored to meet each client's unique requirements.

Our Industry Solutions offering provides verticalized solutions that transform how clients sell products, deliver services, generate growth, and execute mission-critical operations. We deliver integrated business expertise with scalable, repeatable technology solutions specifically engineered for each sector.

Qualifications

Required

• 5+ years' experience in transfer agent oversight, fund operations, or asset management
• Demonstrable leadership experience with operational teams and/or vendor management
• Deep understanding of fund flows, transfer agent functions, and regulatory obligations for retail and alternative funds
• Excellent analytical, problem-solving, and communication skills
• Familiarity with process automation, change management, and risk/control frameworks
• Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience
• Limited immigration sponsorship may be available
• Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is$136,700 to $151,100.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation:

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at

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Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

Our people and culture

Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.

Our purpose

Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more.

Professional development

From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers

Requisition code: 326187

Job ID 326187