Job DescriptionJob Title: Managing Director -Retail Alternatives Transfer AgencyLocation: Union, New JerseyAbout the Role We are seeking a
Managing Director working across functional teams within our
Retail Alts business unit with operating locations in Kansas City, Boston and Denver, USA and Hyderabad, India. This high-impact leadership role oversees strategic client relationships, drives operational excellence, and leads initiatives to grow revenue through expanded client mandates and service penetration. This role may require 25% to 50% US domestic travel.
How You Will Make an Impact - Provide executive oversight of client engagements, ensuring delivery excellence, operational rigor, and regulatory compliance.
- Serve as the senior point of contact for key clients, fostering trusted, long-term relationships.
- Identify and capitalize on opportunities to expand existing client relationships, cross-sell services, and drive organic revenue growth.
- Collaborate with business development teams to convert strategic opportunities into commercial wins.
- Lead, mentor, and develop high-performing teams across intermediary services, client delivery and operational support functions.
- Partner with internal stakeholders to design and implement scalable operating models that drive efficiency and client satisfaction.
- Collaborate with global leadership on strategic initiatives, technology deployment and innovation, resource planning, and future-state organizational alignment.
Required Experience- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field; MBA or advanced degree preferred.
- 15+ years of progressive leadership experience in transfer agency, fund administration, asset servicing, or financial services, including significant experience supporting retail investment products.
- Demonstrated success providing executive oversight of complex client engagements, with accountability for service delivery, operational excellence, regulatory compliance, and risk management.
- Proven ability to build trusted executive relationships with clients while driving client satisfaction, retention, and commercial growth through strategic partnership and business development.
- Deep expertise in transfer agency operations, investor services, intermediary distribution, and the regulatory environment governing financial services.
- Proven executive leadership experience developing high-performing teams, fostering accountability, and collaborating across global, cross-functional organizations to deliver business objectives.
- Strong commercial, strategic, and operational acumen with the ability to identify opportunities to improve client outcomes, enhance operating models, and leverage technology to support business growth and operational efficiency.
- Exceptional executive communication, negotiation, and influencing skills, with the ability to manage multiple strategic priorities and effectively engage clients, regulators, and senior stakeholders.
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.
