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
Locations: Evansville, IN or Union, NJ or New York, NY or Windsor, CT or Boston, MA - Hybrid
About the Role
As the backbone of the investment world, SS&C is committed to excellent client service and our Investor Services teams are fundamental to the delivery of that service. Our Investor Services Associate Managers collaborate, coach and mentor Associate and Senior level team members while working closely with their own clients.
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
How You Will Make an Impact
Manage and mentor a team of Investor Services professionals, fostering a collaborative and high-performing work environment.
Oversee the end-to-end processing of investor subscriptions, redemptions, transfers, and other capital activity, ensuring compliance with fund documents and regulatory requirements.
Act as a primary point of contact for a portfolio of institutional clients, addressing inquiries, resolving issues, and building strong, trusted relationships.
Ensure accurate and timely delivery of investor statements, capital calls, distribution notices, and other investor-related communications.
Monitor and enhance operational workflows and procedures to improve efficiency, accuracy, and client satisfaction.
Collaborate with internal departments, including fund accounting, legal, and compliance, to ensure seamless service delivery.
Stay abreast of industry best practices, regulatory changes, and technological advancements in investor services.
Develop and implement training programs for the Investor Services team to enhance their skills and knowledge.
Participate in client due diligence meetings and present on investor services capabilities.
Assist in the preparation of management reports and metrics related to investor activity and team performance.
Required Experience
Bachelor’s Degree in Finance, Business Administration or similar field
6+ years’ experience in Investor Services or related field financial services industry with a least 2 years in a leadership or supervisory capacity
Excellent client relationship management skills with a proven ability to communicate effectively with institutional investors.
Demonstrated ability to manage complex projects and work effectively with corporate executives.
Excellent communication skills, including written, listening and presentation abilities
Demonstrated ability to manage and motivate a team, fostering a positive and productive work environment.
Strong knowledge of Fund Structures and all aspects of the services provided by an Investor Services Department (e.g., AML/KYC compliance, FATCA, CRS)
Strong understanding of various investment vehicles (e.g., private equity, hedge funds, mutual funds) and their associated investor servicing requirements.
What Sets You Apart (preferred qualifications)
FINRA Series 6 or 7 license preferred but not required.
Proficiency in investor relations software and Microsoft Office Suite (especially Excel).
Exceptional organizational skills and attention to detail.
Ability to work effectively in a fast-paced, deadline-driven environment.
Strong problem-solving and analytical abilities.
Join SS&C, where innovation meets global opportunities. Click here to apply.
#LI-Hybrid, #LI-JS, #CA-JS
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 offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.New Jersey: The expected base salary for the position is between $66,000 USD to $137,000 USD. New York: The expected base salary for the position is between $60,000 USD to $130,000 USD. Massachusetts: The expected base salary for the position is between $70,000 USD to $125,000 USD.
In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.
Applications will be accepted on an ongoing basis until the position is filled.
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.
Skills Required
- Bachelor's Degree in Finance, Business Administration or similar field
- 6+ years experience in Investor Services or related financial services
- At least 2 years in a leadership or supervisory capacity
- Excellent client relationship management skills
- Strong knowledge of Fund Structures and Investor Services Department services
SS&C Technologies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.
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Leave & Time Off Breadth — Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
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Retirement Support — Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
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Equity Value & Accessibility — Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.
SS&C Technologies Insights
What We Do
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 22,000+ employees in over 150 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
