Manager, Investor Services

SS&C Technologies; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player in financial services is seeking a dynamic Manager for Investor Services. This role involves supervising a talented team, managing client relationships, and ensuring smooth operations in a fast-paced environment. The company promotes a hybrid work model, allowing flexibility and work-life balance. With a commitment to diversity and inclusion, this organization values collaboration and innovation. Join a forward-thinking team that prioritizes employee well-being and professional growth, and make a significant impact in the financial services sector.

Benefits

Hybrid Work Model

RRSP Matching Program

Flexible Personal/Vacation Time Off

Medical, Dental, Vision

Employee Assistance Program

Paid Holidays

Training Programs

Discounts on Fitness Clubs

Parental Leave

Qualifications

• Bachelor's degree or equivalent work experience required.
• Managerial experience and knowledge of financial services are essential.

Responsibilities

• Supervise a team and manage performance appraisals.
• Act as a point of contact for clients and internal service groups.
• Coordinate new client business meetings and ensure effective communication.

Skills

Managerial Experience

Knowledge of Financial Services

Organizational Skills

Relationship Building Skills

Ability to Work Under Pressure

Training Skills

Education

Bachelor's Degree

Equivalent Work Experience

Tools

Microsoft Office Products

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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.

Job Description

Manager, Investor Services

Location(s):

Mississauga, Ontario at 5255 Orbitor Drive

Toronto, Ontario at 200 Front Street West

Get To Know The Team:

SS&C is leading the way. We continue to look for today’s and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to reach out and apply to our welcoming and inclusive environment.

SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, integrity, and innovation to name a few. We are a fast-paced environment, who promote flexibility, authenticity and offer a hybrid working model to ensure employees can manage their day and meet both work and personal commitments.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
• Your Future: RRSP Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
• Training: Hands-On, Team-Customized, including SS&C Learning Institute
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

• Perform day-to-day supervision of a team including involvement in their performance appraisals and ongoing development.
• Provide periodic reports & feedback on investor relation topics, client issues and department initiatives.
• Act as point of contact for clients and other internal service groups.
• Ability to handle and resolve escalated items.
• Coordinate new client business meetings, clear communication of launch or conversion requirements.
• Ability to analyze, establish and review new client launch and conversion fund data in database.
• Work with external auditors and accounting to complete confirmation and due diligence requests.
• Attend and contribute to operational, client and regulatory meetings in order to maintain and improve client service.
• Ensure training is coordinated and implemented for staff, identify needs and action accordingly.
• Assist and lead department initiatives.
• Review, understand and have ability to discuss fund PPMs/OMs and trade documents.
• Review/validate investor reporting and distribute to investors.
• Review/approve and release wires and maintain wire instructions.
• Review/process investor transactions in accordance with the Fund’s offering documents.
• Maintain database and dashboard to keep them accurate and current.
• Review fund manager reports per or upon request. I.e. ERISA, Blue Sky, etc.
• Respond and resolve inquiries/issues raised by investors, fund managers or internal counterparts.
• Perform database and application testing as warranted.

What You Will Bring:

• Bachelor's degree or equivalent work experience.
• Managerial experience is required.
• Knowledge of financial services/mutual funds/ hedge funds/private equity funds required.
• Good Knowledge of Microsoft Office Products.
• Proven ability to work under pressure and meet deadlines.
• Strong organizational and relationship building skills.
• Proven training skills and adaptable to various software/database applications.

SS&C Technologies Canada Corp. fosters a positive, equitable and progressive workforce and is committed to accommodating applicants with disabilities throughout the hiring process. We will work with applicants requesting accommodation at any stage of this process. If you require any accommodation during the application and hiring process, please contact: [e-mail]

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

No phone calls or email applications please. We thank all candidates for their interest, but only those under consideration will be contacted.

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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 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.