Associate Director

SS&C is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut, with 27,000+ employees across 35 countries. We serve 20,000+ financial services and healthcare organizations, from global enterprises to small and mid-market firms, providing expertise, scale, and technology.

About The Role

As the backbone of the investment world, SS&C is committed to excellent client service, and our Investor Services teams are fundamental to delivering that service. Associate Directors coordinate new client launches, build and maintain strong client relationships, and provide guidance and mentorship to their teams.

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.

Responsibilities

• Coordinate new client business meetings and ensure clear communication of launch or conversion requirements
• Analyze, establish, and review new client launches and conversion fund data in the database
• Work with external auditors and accounting to complete confirmation and due diligence requests
• Assist and lead departmental initiatives
• Attend and contribute to operational, client, and regulatory meetings to maintain and improve client service
• Provide coaching, training, and leadership to the Investor Services team
• Act as an escalation point and problem solver for the team, ensuring action plans are implemented in case of service issues
• Review and validate investor reporting to distribute to investors
• Develop a culture of continuous efficiency improvements resulting in increased capacity

Requirements

• Bachelor’s degree in Finance or related field
• 8+ years’ experience in Investor Services or a related field (financial services/fund administration, corporate communications, portfolio management, or securities analysis)
• Previous management experience is required
• Strong knowledge of financial services, mutual funds, hedge funds, or private equity funds

Skills

• Excellent communication skills, including written, listening, and presentation abilities
• Proven ability to work under pressure and meet deadlines
• Strong organizational and relationship-building skills

Benefits

• Medical, dental, and vision coverage
• 401(k) plan with company match
• Paid time off, holidays, and parental leave
• Professional development reimbursement opportunity
• Discretionary annual bonus and/or equity awards (e.g., restricted stock units or stock options) based on individual and business performance

Pay

Washington: The expected base salary for this position is between $105,000 USD to $180,000 USD.