Director, Client Account Management – Transfer Agency

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

Director, Client Account Management – Transfer Agency

Locations : Boston, MA; Braintree, MA; Denver, CO; Kansas City, MO (hybrid)

About the Role

Provides financial product support services with a customer-focused approach. Provides proactive and innovative solutions to customers. Manager of staff leaders for multiple departments, or manager of professionals who work on issues that require in-depth knowledge or specialized skills. Exercises wide-latitude to make decisions to achieve defined goals. Establishes operational objectives and provides strong tactical leadership. Coordinates with senior management or executives on critical cross-departmental or functional issues, removing barriers to operational success. Participates in the development and implementation of company policies. Accountable for the results of one or more departments.

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

Oversee all operational activities associate with new client onboarding

Work with internal and external auditors to complete Sarbanes Oxley 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 Operations team

Act as an escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues

Monitor operational Key Performance Indicators and manage improvement plans

Develop culture of continuous efficiency improvements resulting in increased capacity

Required Experience

Bachelor’s degree in Finance or related field or equivalent experience

10+ years’ experience in Transfer Agency or 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

Willingness to travel domestically 25% to 50%

Join SS&C, where innovation meets global opportunities. Click here to apply.

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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 offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.

Colorado: The expected base salary for the position is between $100,000 USD to $175,000 USD. Massachusetts: The expected base salary for the position is between $115,000 USD to $215,000 USD.

In addition, employees in this role may be eligible for consideration on an annual basis for a 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.

Applications will be accepted on an ongoing basis until the position is filled.