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TA Ops - SME/Team Lead

Equiniti
United States, Minnesota, Mendota Heights
1110 Centre Pointe Curve (Show on map)
Apr 03, 2025

Management Level

G

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ India began its operations in 2014 as a Global India Captive Centre for Equiniti, a leading fintech company specialising in shareholder management. Within a decade, EQ India strengthened its operations and transformed from being a capability centre to a Global Competency Centre, to support EQ's growth story worldwide.

Capitalising on India's strong reputation as a global talent hub for IT / ITES, EQ India has structured the organisation to be a part of this growth story. Today, EQ India has evolved as an indispensable part of EQ Group providing critical fintech services to the US and UK.

EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

Job Description - Team Leader

Department - Operations

Reports to : Manager

Core Duties and Responsibilities

  • Organise, plan, control and monitor workflow, co-ordinating resource to ensure that the daily workload is consistently completed in line with agreed service standards.
  • Monitor the performance of the team, recommending and implementing changes to the way in which the team operates to improve service quality and process efficiency supporting line management in the implementation of centrally driven changes when required.
  • Input in to the development of individual team members, ensuring cross training is carried out and there is sufficient knowledge and resource to cover absences.
  • Work alongside the UK, US and Amsterdam operational team to ensure communication and operations are aligned.
  • Recognise and analyse trends in problem occurrence and workflow, investigate further when appropriate and implementing changes or co-ordinating support from other parties to resolves matters and minimise the risk of re-occurrences.
  • Monitor the team compliance with internal policies, procedures, external regulations and data security, report or escalating non-conformance as necessary.
  • Ensure that the operational unit works to support our quality policy, information security policy and all aspects of our Integrated Management System.
  • Support the team deliverable by undertaking a range of roles and tasks when required.
  • Pursue personal development of skills and technical knowledge to adapt to the changing business environment.
  • Your breaks will be scheduled and you are expected to comply with them, to ensure the process is always within Service Level Agreements.
  • Your business shift hours and holiday calendar will be aligned based on your project allocation, i.e. UK or US.
  • Successful completion of task and achievements of agreed service standards.
  • Effective use of resources.
  • Accuracy and volume of team's work.
  • Development of knowledge, competence and skills of self and team
  • Adherence to procedures, policies and Integrated Management System requirements.
  • Quality of recommendations for continuous improvement.
  • Effectiveness of change management and communication
  • Effective communication with team stakeholders.

Competencies and Experience

  • Prior Transfer Agent or Securities Industry experience within the financial market.
  • Explains or presents factual information to individuals or groups in a structured, clear, confident and concise way avoiding the use of jargon.
  • Explains the reasoning behind what is being said to ensure understanding and acceptance.
  • Produces clear and concise reports and other written material (both draft and final form) usually of a detailed and sometime technical nature, which are understandable to those with or without knowledge of the subject matter.
  • Uses basic time management techniques to plan, manage and prioritise own work effectively, making most efficient use of the time available.
  • Plans, co-ordinates and controls the work and resources of the team.
  • Objectively assess the performance of others in accordance with the process, assessing capabilities and potential.
  • Give constructive feedback in order to identify individual's development needs.
  • Maintain consistency and fairness throughout the process.
  • Communicate and explain change effectively.
  • Plan and implement changes gaining commitment and understanding, minimising disruption to our service.
  • Has a good understanding of the business environment in which Equiniti operates and of industry best practice.
  • Has a good awareness of the likely impact of economic, political, social and regulatory change on Equiniti's business and overall aims, including relevant IT industry developments.
  • Maintain an understanding of competitor services and initiatives and how they may be turned to advantage.
  • May require the need to travel to other locations.
  • Willing and able to work extended hours as needed.

Desired Skills and Knowledge

  • Excellent verbal, written, and interpersonal communication skills.
  • Advanced Microsoft Office skills including macros and database administration.
  • Prior experience in leading a team.

Benefits:

Being a permanent member of the team at EQ you will be rewarded by our company benefits, these are just a few of what is on offer:

  • 31 days + 9 bank holidays (UK).
  • Comprehensive Medical Assurance cover.
  • Two-way cab transport for staff working in UK & US shift.
  • Maternity leave of 6 months full pay, 10days paid paternity leave.
  • Accidental & Life cover 3 times of concerned CTC.

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.

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