Patrick Clarke
Bray,WW
Summary
Senior financial services leader with 20+ years’ experience in transfer agency and investor servicing, with a proven record of driving operational excellence, regulatory alignment, and client satisfaction across multiple jurisdictions. Recognised for decisive leadership in regulated environments, including sponsorship of AML remediation programmes, governance framework enhancements, and oversight of complex shareholder servicing operations. Experienced in leading global teams and establishing new TA operations from the ground up in Australia and Poland, as well as directing cross-functional teams spanning business change, portfolio reporting, continuous improvement, broker financing, vendor management, training, and policy development. Adept at building high-performing, cross-regional teams, leading client onboarding and relationship management, and delivering business-critical transformation initiatives.
Experienced with executive leadership and strategic planning. Utilizes innovative approaches to drive business growth and operational excellence. Track record of effective team collaboration and achieving results.
Knowledgeable leader with background in executive leadership. Guided strategic initiatives that enhanced operational efficiency and fostered organizational growth. Demonstrated expertise in leadership and strategic planning.
Talented Vice President with excellent employee development, customer service and analytics skills coupled with more than 25 years of experience. Comfortable giving engaging presentations to clients to drive new business, expand accounts and establish brand profile. Excellent team builder and leader of initiatives.
Overview
25
25
years of professional experience
Work History
Vice President, Global Head of Vendor Management, Broker Financing and Service
Franklin Templeton International Services S.a.r.l
01.2000 - 01.2025
- Transfer Agency Oversight
- Previous roles including: Director of Business Administration, Treasury Relationship Management, Treasury Operations
- Executive sponsor for CSSF-driven AML remediation following supervisory findings, delivering a time-bound, quality-assured remediation plan aligned to regulatory expectations. Secured full approval while embedding enhanced governance, risk controls, and shareholder servicing standards.
- Architected and led compliance oversight strategies for Transfer Agency operations, embedding risk management frameworks, enhancing due diligence protocols, and creating an Enhanced Due Diligence program in line with CBI and CSSF requirements.
- Directed regulatory reporting and TA oversight teams, implementing transformation programmes to address compliance risks and fortify internal controls across investor servicing functions.
- Established new Transfer Agency operations in Australia and Poland, independently setting up governance, staffing, technology, and process frameworks to deliver compliant and scalable shareholder servicing solutions.
- Directed cross-functional global teams across North America, EMEA, and APAC, delivering coordinated improvements in business change, portfolio reporting, continuous improvement, broker financing, vendor management, training, and policy frameworks.
- Championed efficiency gains in shareholder servicing operations through automation, cost analysis, and cross-location staffing optimisation — delivering >10% annual cost reductions while maintaining compliance integrity.
- Strengthened Transfer Agency client onboarding by leading cross-regional teams to deliver compliant, timely, and relationship-focused account set-ups for institutional clients.
- Designed and rolled out a service excellence framework across TA operations, embedding governance standards, training, and performance reviews to elevate client experience.
- Cultivated a high-performing, cross-regional team of 30+ professionals, embedding CPD, mentoring future leaders, and fostering an inclusive culture that supported multi-jurisdictional TA operations.
DIr - Vendor Mgmt, PMO, Training, Policy and CI
Franklin Templeton
07.2005 - 02.2015
- Developed and implemented strategic initiatives to enhance operational efficiency across departments.
- Led cross-functional teams to drive process improvements and align organizational goals with performance metrics.
- Analyzed market trends and competitive landscape to inform strategic planning and decision-making processes.
- Mentored senior management on best practices for resource allocation and risk management strategies.
- Fostered collaborative relationships with stakeholders to facilitate project execution and stakeholder engagement.
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
- Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
- Negotiated favorable contracts with vendors for reduced costs and improved service quality.
- Expanded into new markets, conducting thorough market analysis and establishing key local partnerships.
- Led cross-functional teams to exceed benchmarks for SLA delivery, staying on top of challenging schedules with multiple competing timelines.
- Managed vendor relationships to ensure timely delivery of supplies and services.
- Evaluated vendor performance to maintain quality standards and compliance with contracts.
- Assisted in negotiating pricing and contract terms to optimize operational costs.
- Developed process improvements that enhanced efficiency in supply chain operations.
Senior Analyst Operations Management
Franklin Templeton
11.2000 - 01.2005
- Improved company efficiency with the development of key performance indicators and tracking metrics.
- Developed complex dashboard and reporting tools to track business performance metrics.
- Deployed predictive analytics models to forecast future trends.
Education
B.Sc. - Finance Enterprise and Computing (Honours)
Dublin City University
Dublin, L01.2000
High School Diploma -
Coláiste Eoin
Dublin, L01.1996
Skills
- Transfer Agency & Shareholder Servicing Leadership
- AML / KYC Remediation & Regulatory Compliance (CBI, CSSF, FCA)
- Fitness & Probity Risk & Governance Frameworks
- Client Onboarding & Relationship Management
- Global Team Leadership Multi-Jurisdiction Oversight
- Change & Transformation Process Optimisation
- Portfolio Reporting Broker Financing Vendor Management
- Training & Policy Development Continuous Improvement
- Multi-Currency Operations Paxus Investran Advanced Excel
- Stakeholder Engagement Team Building D&I Advocacy
- Team leadership
- Relationship building
- Decision-making
- Critical thinking
- Complex Problem-solving
- Training and mentoring
- Contract negotiation
- OKRs and kpis
- Resource allocation
- Operational leadership
Hobbies and Interests
President of FT’s Luxembourg Staff Delegation, Founder of the Luxembourg financial services summer football league, Winner of Enterprise Ireland “Young Entrepreneur of the Year”, Scout Leader, Bray Sea Scouts, Active member of local homeless charities
Languages
Irish
Native or Bilingual
French
Professional Working
Timeline
DIr - Vendor Mgmt, PMO, Training, Policy and CI
Franklin Templeton
07.2005 - 02.2015
Senior Analyst Operations Management
Franklin Templeton
11.2000 - 01.2005
Vice President, Global Head of Vendor Management, Broker Financing and Service
Franklin Templeton International Services S.a.r.l
01.2000 - 01.2025
B.Sc. - Finance Enterprise and Computing (Honours)
Dublin City University
High School Diploma -
Coláiste Eoin
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