Head of Investment Administration

Overview

In this role you lead the Investment Administration function within Servaada, aligning strategy with business objectives and regulatory requirements. You will drive operational excellence across dealing, reconciliations, banking, corporate actions, and onboarding while shaping client outcomes and governance. You will manage multiple teams, oversee risk, and partner with clients, custodians, and suppliers to support growth and service quality. This is a high-impact leadership position within Customer Operations, offering the chance to influence regulatory compliance and transformation at scale. You will act as a senior regulator-facing manager under SMCR, delivering measurable improvements in

Responsibilities

• Develop and implement the Investment Administration strategy aligned with business goals
• Lead transformation and continuous improvement initiatives across operations
• Drive automation, digitisation, and process optimisation
• Participate in business planning, budgeting and resource forecasting
• Serve as senior stakeholder for operational change programmes and client initiatives
• Provide oversight of all Investment Administration functions and ensure SLAs and KPIs are met
• Monitor performance, scalability, and efficiency of processes
• Handle escalations, complaints, and service issues
• Ensure FCA, Consumer Duty, and CASS compliance and governance
• Maintain risk identification, reporting, and mitigation activities
• Lead responses to audits and regulatory requirements
• Foster strong client, custodian, and supplier relationships and support governance forums
• Develop succession plans and capability frameworks; promote wellbeing and inclusion
• Manage departmental budgets and drive cost controls and productivity improvements

Key requirements

• Significant leadership experience in Investment Administration, Wealth Management, Platform Operations or Financial Services Operations
• Strong knowledge of investment products, platforms, and custody operations
• Experience managing large operational teams
• Solid understanding of FCA regulations and Consumer Duty
• Knowledge of CASS 6 and CASS 7
• Proven track record in risk management and control environments
• Experience leading transformation and change initiatives
• Strong stakeholder management and communication skills
• Analytical and decisive decision-making capabilities

• Strong stakeholder management
• Strategic thinking
• Collaboration and teamwork
• Investment products, platforms and custody operations
• Regulatory compliance (FCA, Consumer Duty, CASS)
• Operational risk management and control

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