Associate Manager, Financial Services Operations

About The Role

This role supports the operational finance team by applying advanced knowledge of mutual funds and alternative investment products (e.g., annuities, REITs, hedge funds, insurance, brokerage) to perform complex and cross-functional tasks. The position requires a strong understanding of financial systems, internal processes, and client operations to lead or support key business activities.

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

• Establish & lead collaborative relationships between customers and the SS&C organization
• Communicate with customers via conference calls, written electronic correspondence, and in face-to-face meetings
• Educate customers on implementing our products and services
• Analyze, anticipate, and identify customer needs and recommend innovative solutions
• Complete system change requests
• Research and resolve any system issues reported by customers
• Leverage extensive in-house training programs for industry knowledge and product expertise
• Mentor & lead less experienced associates
• Establish work priorities, plan projects, and ensure timelines are met
• Prepare status reports for customers
• Coordinate face-to-face meetings with customers onsite and at their location
• Ensure contractual obligations are achieved
• Assist in onboarding new customers as they transition to SS&C's industry leading solutions

Required Experience

• Bachelor's degree or equivalent experience
• 3+ years of client-facing experience required, ideally within financial services, with a strong preference for experience in transfer agency, investor services, or a wirehouse environment
• Excellent written and verbal communication skills
• Must have strong problem solving and numerical reasoning skills; ability to analyze data and take action
• Career oriented, highly motivated, and self-starting individual
• Ability to work in a fast paced, team environment
• Efficient time management with strong organizational skills
• Ability to quickly learn and adapt to new systems, processes, plans, and programs
• Proficiency using tools such as Word, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel a plus
• Must be willing to work on site a minimum of 6 days/month