Associate Director

SS & C Advent; Bellevue (WA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan with company match

Paid time off and holidays

Parental leave

Job summary

SS&C Advent in Bellevue, WA is seeking an Associate Director of Investor Services to lead client launches, mentor teams, and coordinate complex data and reviews across the investor services function.

The role requires 8+ years in Investor Services, a finance degree, and proven leadership. This hybrid position offers exposure to cross-functional teams and growth opportunities within a global financial services leader.

Qualifications

• Bachelor’s degree in Finance or related field.
• 8+ years’ experience in 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.

Responsibilities

• Coordinate new client launches and clearly communicate launch or conversion requirements.
• Analyze and review new client launches and conversion fund data in database.
• Collaborate with external auditors and accounting to complete confirmations and due diligence requests.
• Lead departmental initiatives and provide coaching to Investor Services team.
• Attend and contribute to operational, client and regulatory meetings to maintain and improve client service.
• Act as escalation point and problem solver for the team with actionable plans for service issues.
• Review and validate investor reporting for distribution to investors.
• Drive continuous efficiency improvements to increase capacity.

Skills

Leadership

Client service

Communication

Relationship building

Mentorship

Education

Bachelor’s degree in Finance

Job description

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.

Job Title

Associate Director, Investor Services

Locations

Bellevue, WA - Hybrid

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. Associate Directors coordinate new client launches, build and maintain strong client relationships and provide guidance and mentorship to their teams.

Why Join SS&C

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.

How You Will Make an Impact

• Coordinate new client business meetings, clear communication of launch or conversion requirements
• Analyze, establish and review new client launches and conversion fund data in database
• Work with external auditors and accounting to complete confirmation and due diligence 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 Investor Services team
• Act as an escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues
• Review and validate investor reporting to distribute to investors
• Develop culture of continuous efficiency improvements resulting in increased capacity

Required Experience

• Bachelor’s degree in Finance or related field
• 8+ years’ experience in 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

Join SS&C, where innovation meets global opportunities.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future.

Benefits

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

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.