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.
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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 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 80,000 USD. New York: The expected base salary for the position is between $66,300 USD to $80,000 USD. Washington: The expected base salary for the position is between $80,168 USD to $85,000 USD. California: The expected base salary for the position is between $70,304 USD to $80,000 USD. Colorado: The expected base salary for the position is between $57,784 USD to $80,000 USD. Maryland: The expected base salary for the position is between $91,650.00 USD to $152,750.00 USD. Illinois: The expected base salary for the position is between $35,568 USD to $80,000 USD. Massachusetts: The expected base salary for the position is between $64,400.28 USD to $80,000 USD. Minnesota: The expected base salary for the position is between $72,250.00 USD to $80,000 USD. Vermont: The expected base salary for the position is between $35,568 USD to $80,000 USD. Hawaii: The expected base salary for the position is between $35,568 USD to $80,000 USD. District of Columbia: The expected base salary for the position is between $35,568 USD to $80,000 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 or 2 years of related industry and leadership experience
- Working knowledge of financial services industry
- Thorough knowledge of transfer agency operations policies
- Leadership skills to monitor and develop subordinates
- Decision making, prioritization and delegation skills
- Ability to listen and communicate clearly, verbally and in writing
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.
