Associate Director

SS&C Technologies; New York (NY); On-site; USD 130,000 - 180,000; Full time

Job summary

SS&C Technologies is seeking an experienced Investor Services Associate Manager to mentor a team and partner with institutional clients. You will oversee end-to-end capital activity, from subscriptions and redemptions to transfers, ensuring compliance with fund documents and regulatory requirements.

You will serve as a primary contact for a portfolio of clients, drive accurate investor communications, and collaborate with fund accounting, legal, and compliance teams to deliver superior service

Qualifications

• Bachelor’s Degree in Finance, Business Administration or similar field.
• 6+ years’ experience in Investor Services or related field within financial services.
• At least 2 years in a leadership or supervisory capacity.
• Excellent client relationship management with institutional investors.
• Ability to manage complex projects and engage with corporate executives.
• Strong communication skills, including written and verbal.
• Knowledge of Fund structures and investor servicing requirements (AML/KYC, FATCA, CRS).

Responsibilities

• Manage and mentor a team of Investor Services professionals.
• Oversee end-to-end processing of investor subscriptions, redemptions, transfers, and other capital activity.
• Act as primary contact for a portfolio of institutional clients.
• Ensure accurate and timely delivery of investor statements and notices.
• Monitor and enhance operational workflows to improve efficiency and client satisfaction.
• Collaborate with fund accounting, legal, and compliance teams.
• Stay abreast of regulatory changes and industry best practices.
• Develop and implement training programs for the Investor Services team.
• Participate in client due diligence meetings and present on capabilities.
• Assist in preparation of management reports and metrics.

Skills

Team leadership

Client relationships

Communication

Project management

Regulatory knowledge

Education

Bachelor’s Degree in Finance/Business Administration or similar

Job description

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.

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

• 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.

Required Experience

• 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.