**Vice President, IT – Transfer Agency

Engagement:** Full-Time

Client:

One of Canada's largest non-bank wealth and asset management firms, known for mutual funds, portfolio management, financial advisory services, and supporting financial advisors and institutional investors across North America.

Work Location: Toronto, Ontario, Canada (Hybrid 4x/week)

Position Overview:

The Vice President, Information Technology – Transfer Agency is a senior leadership role responsible for the overall strategy, governance, risk management, and operational effectiveness of technology supporting Transfer Agency operations. This individual oversees critical technology platforms, vendors, controls, and data management processes to ensure regulatory compliance, audit readiness, operational excellence, and business scalability.

The role serves as the primary technology executive for Transfer Agency functions, leading vendor governance, technology risk management, regulatory and audit oversight, data governance, and operational controls. In addition, the Vice President plays a key role in supporting business growth through acquisitions, leading technology due diligence, conversion initiatives, and the successful integration of acquired businesses onto the organization's Transfer Agency platforms and operating model.

Working closely with Operations, Compliance, Risk, Legal, Client Service, and executive leadership, the Vice President drives strategic technology initiatives, manages third-party service providers, and ensures the delivery of secure, scalable,



and high-performing solutions that support business objectives and client service excellence.

What You Will Bring

- 12+ years of progressive technology leadership experience within financial services, including significant experience supporting Transfer Agency, fund administration, investor servicing, wealth management, or related operations.10+ years supporting Transfer Agency, fund administration, wealth management, or investor servicing operations.
- Degree in IT or a related field and/or equivalent work experience
- Significant experience overseeing third-party technology vendors and outsourced service providers.
- Demonstrated experience designing and operating governance, risk, and control frameworks.
- Experience managing regulatory examinations, audits, SOC reporting, and compliance requirements.
- Experience leading technology workstreams for acquisitions, conversions, and business integrations.

Compensation: $190 - $260k + Bonus and Benefits A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER





- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Paid time off for Volunteering

How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply. Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.

We use AI technology as part of our application review process to assist with screening and assessment. All applications are also reviewed by our recruitment team.

Robertson & the clients we represent are equal chance employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors.

We champion building a diverse and inclusive environment.

📌 VP, IT - Transfer Agency (Toronto)
🏢 Robertson u0026 Company
📍 Toronto