Job Description
Director, Client Account Management – Transfer Agency
Locations: Boston, MA; Braintree, MA; Denver, CO; Kansas City, MO (hybrid)
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.
How You Will Make an Impact
Oversee all operational activities associate 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 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%
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 $100,000 USD to $175,000 USD. Massachusetts: The expected base salary for the position is between $115,000 USD to $215,000 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.
