Investor Services Manager - PA-CC-Q2-2006- R004

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

Job Title: Investor Services Manager
Locations: Kansas City, MO (Hybrid/Remote)

About the Role

The Investor Services Manager leads and develops a team of contact center representatives, ensuring high-quality support for investors and advisors. This role is responsible for driving client satisfaction, overseeing daily operations, and acting as a key link between leadership and frontline associates to deliver an exceptional service experience.

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and healthcare 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

• Monitor team productivity and provide coaching, feedback, and performance support
• Communicate organizational updates and ensure alignment with company and departmental goals
• Conduct one-on-one meetings and annual performance reviews
• Partner with leadership to prepare for client meetings and ensure client satisfaction
• Drive employee engagement, morale, and retention through proactive leadership
• Ensure compliance with legal requirements and company policies, including handling disciplinary actions when needed
• Oversee daily operations and ensure accurate handling of shareholder and participant inquiries

Required Experience

• Bachelor’s degree or 2+ years of related industry and leadership experience
• Strong communication skills, both verbal and written
• Proven ability to lead, coach, and develop team members
• Strong organizational, prioritization, and delegation skills
• Ability to manage daily operations and meet service expectations
• Experience working in structured, process-driven environments

What Sets You Apart (Preferred Qualifications)

• Working knowledge of the financial services industry
• Experience with transfer agency operations, policies, procedures, and regulatory requirements
• Demonstrated leadership experience in a contact center or operations environment
• Strong decision-making and problem-solving skills
• Experience presenting to clients or participating in client-facing meetings
• Ability to drive performance and maintain high-quality service standards

Join SS&C, where innovation meets global opportunities. Click here to apply.

#LI-SG2
#LI-Hybrid

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.

 

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.