SS&C Technologies

Associate Director

SS&C Technologies$125K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance or related field
  • 8+ years of experience in Investor Services or a related field
  • Previous management experience required
  • Strong knowledge of financial services, including mutual funds and private equity
  • Excellent communication skills, both written and verbal
  • Ability to work under pressure and meet deadlines
  • Strong organizational and relationship-building skills

Responsibilities

  • Coordinate new client business meetings and communicate launch requirements
  • Analyze and review new client launches and conversion fund data
  • Collaborate with external auditors for confirmation and due diligence
  • Assist in leading departmental initiatives
  • Contribute to operational, client, and regulatory meetings
  • Provide coaching and leadership to the Investor Services team
  • Act as a problem solver for service issues and implement action plans
  • Review and validate investor reporting for distribution

Benefits

  • Medical, dental, and vision coverage
  • 401(k) plan with company match
  • Paid time off and holidays
  • Parental leave
  • Professional development reimbursement opportunity
Full Job Description
Job Title: Associate Director, Investor Services

Locations: New York, NY - Hybrid

About the Role

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

How You Will Make an Impact

  • Coordinate new client business meetings, clear communication of launch or conversion requirements

  • Analyze, establish and review new client launches and conversion fund data in 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 in order to maintain and improve client service

  • Provide coaching, training and leadership as necessary to the Investor Services team

  • Act as an escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues

  • Review and validate investor reporting to distribute to investors

  • Develop culture of continuous efficiency improvements resulting in increased capacity

Required Experience

  • Bachelors degree in Financeor related field

  • 8+ yearsexperience in Investor Services or related field (financial services/fund administration, corporate communications, portfoliomanagementor securities analysis)

  • Previousmanagement experienceisrequired

  • Strong knowledge of financial services/mutual funds/hedge funds/private equity fundsrequired

  • Excellent communication skills, including written, listening and presentation abilities

  • Proven ability to work under pressure and meet deadlines

  • Strong organizational and relationship building skills

Join SS&C, where innovation meets global opportunities. to apply.

#LI-JS1

#LI-Hybrid

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.

Applications will be accepted on an ongoing basis until the position is filled.

About SS&C Technologies

SS&C Technologies is a provider of software products and software-enabled services to the financial services industry. The company's products and services are used by various financial institutions, including banks, hedge funds, private equity firms, and insurance companies. SS&C operates in three business segments: Institutional and Investment Management, Alternative Asset Management, and Insurance and Financial Services. The company was founded in 1986 and is headquartered in Windsor, Connecticut.
Learn more about SS&C Technologies
Size
24,900 employees
Market Cap
$13.1 billion
Industry
Net Income
$625.2 million
Founded
1986
5 Year Trend
+27.8%
Revenue
$4.6 billion
NASDAQ

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