Intermediary Services Executive

Macquarie Global Services
life insurance, vision insurance, parental leave, long term disability, 401(k), remote work
United States, Pennsylvania, Philadelphia
Jul 09, 2025
Join our Intermediary Services team as an Intermediary Services Executive in Kansas City or Philadelphia, supporting our Broker Services team. In this support role, you will be providing service, support, and oversight of our sub-Transfer Agent, BNY, along with our back-office relationships with intermediaries. The Broker Services team also works alongside the Transfer Agent Admin team to support special projects and day-to-day operations. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You'll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes. What role will you play? Press space or enter keys to toggle section visibility This position is part of the Macquarie Funds Intermediary Services team with crossover supporting processes and projects within our Transfer Agent Administration team. In this role, your responsibilities include providing service, support and oversight of our back-office relationships with Intermediaries that distribute the Macquarie mutual funds. The role interacts with back-office personnel from Intermediaries such as Broker Dealers, Banks and Third Party Administrators, as well as the Funds' Transfer Agent and internal departments such as Product Management, Sales, Legal, Compliance, Fund Accounting and Corporate Accounting. What you offer Press space or enter keys to toggle section visibility 3+ years of industry related experience in Financial Services and a bachelor's degree in business or a related field of study Knowledge of mutual fund transfer agent and Back Office operations helpful Strong communication skills, both verbal and written Individual must demonstrate strong interaction skills with Intermediaries, internal departments and external vendors Ability to work independently and as part of a team environment. #LI-EF1 #LI-Hybrid We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply. What we offer Press space or enter keys to toggle section visibility At Macquarie, you're empowered to shape a career that's rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include: 1 wellbeing leave day per year and a minimum of 25 days of annual leave 20 weeks' paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks' paid leave for secondary caregivers 2 days of paid volunteer leave and donation matching Benefits and initiatives to support your physical, mental and financial wellbeing such as medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short/long term disability Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription Recognition and service awards Hybrid and flexible working arrangements, dependent on role Reimbursement for work from home equipment About Macquarie Asset Management Press space or enter keys to toggle section visibility Macquarie Asset Management is a global asset manager that aims to deliver positive impact. We're trusted by institutions, pension funds, governments, and individuals to manage billions in assets globally. We provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance. Our commitment to diversity, equity and inclusion Press space or enter keys to toggle section visibility We are committed to providing a working environment that embraces diversity, equity and inclusion. As an inclusive employer, Macquarie provides equal opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance. Our aim is to provide reasonable accommodations to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know during the application process.