Associate Director, Intermediary Relationship Management

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Associate Director, Intermediary Relationship Management

Locations: Kansas City, MO; Braintree, MA | Hybrid

Get To Know The Team: 

The Associate Director serves as a leader within our growing retail alternatives transfer agency business, delivering best-in-class service to a complex and diverse client base. This role is responsible for managing and strengthening existing financial intermediary relationships on behalf of our clients, supporting strategic growth initiatives, and driving service excellence.

The ideal candidate will have a strong understanding of the retail alternatives landscape, including product structures and distribution channels, with experience navigating complex client/intermediary environments. They will play a key role in supporting new business opportunities and delivering innovative, scalable solutions across product lifecycles.

A solid background in fund administration services is essential, as is a working knowledge of relevant technology platforms and operational workflows. The Associate Director must demonstrate a high level of ownership, strategic thinking, and collaborative engagement across internal stakeholders. This position requires strong industry experience, excellent relationship management skills, and a results-driven mindset focused on client and financial intermediary satisfaction, operational efficiency, and business growth.

Why You Will Love It Here!

• Flexibility: Hybrid work model and business casual dress code, including jeans
• Your Future: 401k matching program, professional development reimbursement
• Work/Life Balance: Flexible personal/vacation time off, sick leave, paid holidays
• Your Wellbeing: Medical, dental, vision, employee assistance program, parental leave
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees 
• Training: Hands-on, team-customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel, and more!

What You Will Get To Do:

• Lead a team focused on supporting Financial Intermediaries, including wire houses, TPAs, and custodians
• Support DTCC/AIP development and testing associates
• Actively supports daily operations by not just overseeing tasks but also learning the skills necessary to complete tasks as needed since they will serve as a backup to direct reports
• Collaborates with various Transfer Agency teams and leaders to ensure client needs are met
• Attends and participates in industry calls
• Supports new business sales initiatives
• Supports ongoing business projects, including system enhancements and client/intermediary specific requests
• Supports ongoing daily support items, including managing and resolving technical issues or intermediary inquiries
• Serves as a liaison between clients and intermediaries
• Communicates directly with stakeholders with respect to client events, issues, and/or systems enhancements
• Performs other duties as assigned

What You Will Bring:

• Bachelor’s degree or related experience
• 5 years of experience in financial services industry
• Strong understanding of Transfer Agency functions
• Transfer Agency management experience preferred
• Transfer Agency system and/or project management experience preferred
• Ability to work independently, prioritize, and multitask
• Ability to communicate professionally, both verbally and in writing
• Willingness to learn and grow both personally and within the organization
• Working hours are generally between 8am and 5pm CT

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.