Supervisor of Transfer Agency Operations

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: Supervisor of Transfer Agency Operations

Locations: Kansas City, MO or Denver, CO (Hybrid)

About the Role 

The Supervisor of Transfer Agency Operations leads a team responsible for reconciliations, reporting, payment processing, and issue resolution. This role oversees a broad range of financial matters impacting alternative and mutual fund clients, ensuring accuracy, timeliness, and compliance with established policies and internal controls. The Supervisor of Transfer Agency Operations is responsible for managing daily operations, monitoring client deliverables, and meeting deadlines across a team with varying levels of experience in a fast-paced environment.

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 

• Oversee day-to-day shareholder accounting operations, including reconciliations, reporting, and transaction processing
• Manage ACH transactions, shareholder and international wires, and custody-related transfers, including reporting to custody and fund accounting teams
• Supervise the reconciliation and research of money movement activity, trading activity, fund sponsor/wirehouse sales logs, and bank accounts
• Establish procedures, project plans, and coordinate work as needed between transfer agency teams
• Work with various transfer agency systems to enhance processes and create automation as needed
• Acts as the first point of escalation for complex transactions, discrepancies, or risk‑related issues
• Supports employee training and development while monitoring workload distribution and deadlines
• Partners with management to support operational goals, process improvements, and quality outcomes

Required Experience

• Bachelor’s degree or equivalent experience
• 3- 5 years financial industry experience ideally in transfer agency, investor services, or with a wire house
• Career oriented, highly motivated, and self-starting individual
• Ideal candidate will have proficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel
• Problem solving and numerical reasoning skills; ability to analyze data and act
• Excellent written and verbal communication skills

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.

Colorado: The expected base salary for the position is between $55,000 USD to $120,000 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.