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Mutual of America Financial Group · 2 weeks ago

Director, Fund Administration

Columbus, OH

Full-time

Hybrid

Senior Level, Lead/Staff

$110K/yr - $165K/yr

10+ years exp

Mutual of America Capital Management is an independent subsidiary that provides a broad array of investment solutions. The Director of Fund Administration will oversee relationships with transfer agents and enhance investor servicing functions while supporting the Capital Management organization.

InsuranceLife InsuranceService Industry

Responsibilities

Develop and maintain an effective vendor oversight function that is reasonably designed to detect issues without engaging in activities that are duplicative to those being performed at the vendors

Work to transition all responsibilities from the current Executive Vice President of Investment Products on agreed timeline

Interact with Capital Management stakeholders to identify and address fund-related issues and initiatives

Contribute on all product management initiatives, including new product development and re-positioning or closing existing products

Work with Compliance and Legal departments on fund-related projects (e.g. prospectus updates) and initiatives

Work with marketing/distribution and Head of Investment Products to ensure that fund growth initiatives are fully supported by third party vendors, particularly transfer agent/shareholder servicing

Maintain an active awareness of industry developments, including transfer agent issues, and engage with vendors and internal departments to develop cost-effective programs to meet new requirements

Qualification

Mutual fund operationsTransfer agency operationsVendor managementFund distributionProblem-solvingStrategic planningProfessional designationsCommunicationOrganizational skills

Required

A minimum of 10 years' experience working with mutual fund families with significant experience with transfer agency operations. Experience with collective investment trusts and other investment products is also desirable

Significant exposure to, and a working knowledge of, all mutual fund operations. Experience managing third party vendors is required. Experience in vendor conversions is a plus

Significant exposure to fund distribution and supporting distribution initiatives from an operational perspective

Demonstrated ability to solve problems in an efficient and effective manner

Ability to develop both strategic and tactical plans in support of business goals

Strong communications skills, including the ability to present ideas and plans to all levels within an organization, including the mutual funds board

Strong organizational skills in managing multiple initiatives and projects