Project Manager - Onboarding and Deconversions - HYBRID

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

Project Manager - Onboarding and Deconversions - HYBRID

Locations: Kansas City, MO | Chicago, IL | Dublin, OH | Denver, CO | Braintree, MA | Boston, MA - Hybrid

Get To Know Us:

In this role, you will support and deliver multiple complex initiatives across Transfer Agency and related teams, partnering closely with business stakeholders, and external partners to drive successful outcomes. You will be responsible for developing and maintaining key program artifacts, coordinating documentation and communications, managing risks and issues, and ensuring deliverables meet quality, timeline, and budget expectations. This position blends strong project execution, cross‑functional collaboration, and financial services expertise to support change initiatives within a mutual fund or retail alternatives operations environment.

 

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 and manage multiple, complex initiatives simultaneously, ensuring on-time, within-scope, and on-budget delivery.
• Support development of program artifacts such as project plans, defining scope, goals, deliverables, timelines, RAID logs, RACI matrices, governance models, process flows, business requirements, and status reports.
• Coordinate and collaborate with internal teams, stakeholders, and external partners to prepare documentation and communications to drive change.
• Prepare business requirements, implementation plans, procedures, training materials, test plans, and oversee testing efforts.
• Engage with key business stakeholders within Transfer Agency and peripheral teams such as Compliance, Continuity, Client Management, Human Resources, and IT.
• Identify, manage, and resolve project risks, issues, and changes, escalating when appropriate but also ensuring obstacles are addressed.
• Maintain and communicate/present comprehensive project documentation including progress reports and status updates.
• Monitor project progress, track performance, and adjust plans to meet program deliverables.
• Ensure project deliverables meet quality standards and stakeholder expectations.
• Partner with Project Managers to prepare project status reports, lead status meetings, and evaluate project performance post-completion, providing actionable recommendations for future initiatives.

What You Will Bring: 

• Must have at least 3 years of project management experience in the financial services industry, including experience creating and managing project plans.
• Ideal candidate will have project management experience within a mutual fund or retail alternatives operations environment.
• Bachelor’s Degree or equivalent work experience
• Dynamic personality with strong project management, leadership, and interpersonal skills
• Strong problem solving, analytical, detail-oriented, multi-tasking and decision-making skills
• Intermediate computer skills (Advanced in Excel preferred)
• Strong communication and written skills
• Strong customer service skills
• Must be willing to work on site in one of our offices at least 6 days/month.

Salary/wage rate is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

The expected base salary for the position in MA is between $80,000 USD to $160,000 USD.

The expected base salary for the position in ILis between $100,000 USD to $155,000 USD.

In addition to their salary, successful candidates may be eligible to receive an annual discretionary bonus and stock options.

Applications will be accepted on an ongoing basis until the position is filled.

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 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.

Colorado: The expected base salary for the position is between $70,000 USD to $130,000 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.