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About the Role

As the backbone of the investment world, SS&C is committed to excellent client service and our Investor Services teams are fundamental to the delivery of that service. Our Investor Services Associate Managers collaborate, coach and mentor Associate and Senior level team members while working closely with their own clients.

Responsibilities

Manage and mentor a team of Investor Services professionals, fostering a collaborative and high-performing work environment.
Oversee the end-to-end processing of investor subscriptions, redemptions, transfers, and other capital activity, ensuring compliance with fund documents and regulatory requirements.
Act as a primary point of contact for a portfolio of institutional clients, addressing inquiries, resolving issues, and building strong, trusted relationships.
Ensure accurate and timely delivery of investor statements, capital calls, distribution notices, and other investor-related communications.
Monitor and enhance operational workflows and procedures to improve efficiency, accuracy, and client satisfaction.
Collaborate with internal departments, including fund accounting, legal, and compliance, to ensure seamless service delivery.
Stay abreast of industry best practices, regulatory changes, and technological advancements in investor services.
Develop and implement training programs for the Investor Services team to enhance their skills and knowledge.
Participate in client due diligence meetings and present on investor services capabilities.
Assist in the preparation of management reports and metrics related to investor activity and team performance.

Requirements

Bachelor’s Degree in Finance, Business Administration or similar field
6+ years’ experience in Investor Services or related field financial services industry with a least 2 years in a leadership or supervisory capacity
Excellent client relationship management skills with a proven ability to communicate effectively with institutional investors.
Demonstrated ability to manage complex projects and work effectively with corporate executives.
Excellent communication skills, including written, listening and presentation abilities
Demonstrated ability to manage and motivate a team, fostering a positive and productive work environment.
Strong knowledge of Fund Structures and all aspects of the services provided by an Investor Services Department (e.g., AML/KYC compliance, FATCA, CRS)
Strong understanding of various investment vehicles (e.g., private equity, hedge funds, mutual funds) and their associated investor servicing requirements.

Skills

FINRA Series 6 or 7 license preferred but not required.
Proficiency in investor relations software and Microsoft Office Suite (especially Excel).
Exceptional organizational skills and attention to detail.
Ability to work effectively in a fast-paced, deadline-driven environment.
Strong problem-solving and analytical abilities.

Location

Windsor, CT
New York City, NY
Union, NJ
Boston, MA

Work Type

Hybrid

Experience Level

Senior Associate
Associate Manager

Education Level

Bachelor’s Degree in Finance, Business Administration or similar field

Salary/Compensations

New Jersey: The expected base salary for the position is between $63,000 USD to $140,000 USD.
New York: The expected base salary for the position is between $65,000 USD to $135,000 USD.
Massachusetts: The expected base salary for the position is between $55,000 USD to $140,000 USD.

Benefits

medical, dental, and vision coverage
a 401(k) plan with company match
paid time off, holidays, and parental leave
professional development reimbursement opportunity
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.

About the Company

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely.
Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide.
More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
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.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

Equal 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.