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Transfer Agent Development Manager

5/29/2025

No location specified

Job Summary

A company is looking for a Manager, TA Developer.

Key Responsibilities
  • Analyze client requirements and deliver custom reports using SQL
  • Optimize data delivery strategies and promote automation efficiencies
  • Mentor associates and maintain communication with clients and internal teams
Required Qualifications
  • Bachelor's degree in business administration, information technology, or related field
  • 5-8 years of experience in supporting Transfer Agent web applications
  • Proficiency in SQL reporting and Power BI applications
  • Familiarity with Transfer Agent recordkeeping platforms and Microsoft Office Suite
  • Experience with Co-Pilot prompting techniques

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