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Intermediary Services Executive

Macquarie Global Services
United States, Kansas, Overland Park
Jun 03, 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?

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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

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  • 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.
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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.

About Macquarie Asset Management

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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

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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.
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