Job Title: Associate Manager, Financial Services Operations
Locations: Boston, MA; Braintree, MA; Denver, CO; Kansas City, MO; Waltham, MA | Hybrid
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.
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
Join SS&C, where innovation meets global opportunities. to apply.
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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. Massachusetts: The expected base salary for the position is between $73,000 USD to $140,000 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.
