Investor Services Leader | 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

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