Director, Client Account Management - Transfer Agency
About the role
Provides financial product support services with a customer-focused approach. Provides proactive and innovative solutions to customers. Manager of staff leaders for multiple departments, or manager of professionals who work on issues that require in-depth knowledge or specialized skills. Exercises wide-latitude to make decisions to achieve defined goals. Establishes operational objectives and provides strong tactical leadership. Coordinates with senior management or executives on critical cross-departmental or functional issues, removing barriers to operational success. Participates in the development and implementation of company policies. Accountable for the results of one or more departments.
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.
How You Will Make an Impact
- Oversee all operational activities associated with new client onboarding
- Work with internal and external auditors to complete Sarbanes Oxley requests
- Assist and lead departmental initiatives
- Attend and contribute to operational, client and regulatory meetings in order to maintain and improve client service
- Provide coaching, training and leadership as necessary to the Operations team
- Act as an escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues
- Monitor operational Key Performance Indicators and manage improvement plans
- Develop a culture of continuous efficiency improvements resulting in increased capacity
Required Experience
- Bachelor’s degree in Finance or related field or equivalent experience
- 10+ years’ experience in Transfer Agency or Investor Services or 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/private equity funds required
- Excellent communication skills, including written, listening and presentation abilities
- Proven ability to work under pressure and meet deadlines
- Strong organizational and relationship building skills
- Willingness to travel domestically 25% to 50%
Benefits
- Medical, dental, and vision coverage
- A 401(k) plan with company match
- Paid time off, holidays, and parental leave
- Professional development reimbursement opportunity
Pay
- Colorado: Expected base salary between $100,000 USD to $175,000 USD
- Massachusetts: Expected base salary between $115,000 USD to $215,000 USD
Schedule
- Hybrid schedule available
Qualifications
None specified
Skills
Not specified
Benefits
- Comprehensive total rewards package
- Discretionary bonus and/or equity awards
Equal Employment Opportunity
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.
About SS&C
SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. Named to the Fortune 1000 list as a top U.S. company based on revenue, SS&C (NASDAQ: SSNC) is a trusted provider to more than 20,000 financial services and healthcare companies, with over 25,000 employees and operations in more than 40 countries. Built upon a foundation of expertise, innovation and excellent customer service, SS&C powers some of the largest financial and healthcare firms in the world.