Managing Director - Transfer Agency Client Relationship Management

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8 Locations
In-Office
160K-250K Annually
Fintech • Software
The Role

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

Managing Director, Transfer Agency Services – Hybrid

 

Locations: Denver CO, Dallas TX, Boston MA, Chicago IL, Kansas City MO, Miami FL, Dublin OH, and New York NY | Hybrid  

 

Get To Know The Team: 

The Managing Director serves as a transformational leader providing best in class service to our expanding retail alternatives transfer agency business. They should have strong understanding of the retail alternatives business with a focus on managing existing complex relationships, supporting new business initiatives, and driving innovative solutions to support our clients’ capital raising capabilities. They should also possess a strong technological background and understand Fund Administration Services in the Hedge Fund and Private Markets industry. This role requires a high level of ownership, effective collaboration with various stakeholders and a proven track record in the industry.

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: 

Technological Leadership: 

  • Demonstrate a deep understanding of technology, staying abreast of industry trends and advancements. 

  • Drive technological innovation within Transfer Agent Services to enhance efficiency and effectiveness. 

Transfer Agent Expertise: 

  • Possess a solid understanding of Transfer Agent Services in Retail Alternative and Traditional spaces

  • Provide strategic guidance to ensure the highest quality of service delivery. 

Transformational Leadership:  

  • Lead and inspire teams to achieve organizational goals, acting as a catalyst for positive change. 

  • Foster a collaborative environment that encourages cross-functional teamwork. 

Stakeholder Collaboration: 

  • Work closely with stakeholders in the accounting department, various technology departments, and the sales group to ensure seamless operations. 

  • Facilitate effective communication and collaboration across departments. 

Ownership and Accountability: 

  • Exhibit a high degree of ownership and accountability for the success of Fund

Administration Services. 

  • Implement best practices to maintain and improve service quality. 

Remote Hybrid Work:  

  • Align with the organization's policy on remote hybrid work, adapting to changes and promoting a flexible work culture. 

  • Effectively manage and lead remote teams. 

What You Will Bring: 

  • Proven experience in Financial Services Operations

  • Strong technological acumen and passion for leveraging technology to drive business success. 

  • Exceptional leadership skills with a focus on transformational leadership. 

  • Ability to collaborate effectively with stakeholders from various departments. 

  • Track record of achieving results and maintaining a high level of accountability. 

  • Adaptability to evolving organizational policies, particularly in the context of remote hybrid work. 

  • Commitment to promoting diversity and inclusion in the workplace. 

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers. 

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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.

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

NY: Salary range for the position: $185,000 USD to $250,000 USD. Colorado: Salary range for the position: $160,000 USD to $220,000 USD.

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: Birmingham, AL
22,000 Employees
Year Founded: 1986

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.

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