As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on SS&C for expertise scale and technology.
Job Description
Manager
Locations: New York NY Hybrid
Get To Know Us:
The Manager of Investor Services will lead a team responsible for delivering exceptional client service and operational excellence in investor relations ensuring accurate and timely processing of investor requests and maintaining strong client relationships.
Why You Will Love It Here!
- Flexibility: Hybrid Work Model and Business Casual Dress Code including jeans
- Your Future: 401k 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
- Wide Ranging Perspectives:Committed to Celebrating the Variety of Backgrounds Talents and Experiences of Our Employees
- Training: Hands-On Team-Customized including SS&C University
- Extra Perks: Discounts on fitness clubs travel and more!
What You Will Get To Do:
- 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.
What You Will Bring:
- Bachelors 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.
- FINRA Series 6 or 7 license preferred but not required.
- Proficiency in investor relations software and Microsoft Office Suite (especially Excel).
- Exceptional organizational skills and attention to detail.
- Ability to work effectively in a fast-paced deadline-driven environment.
- Strong problem-solving and analytical abilities.
Thank you for your interest in SS&C! If applicable to further explore this opportunity please apply directly with us through our Careers page on our corporate website @ 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 offers excellent benefits including health dental 401k plan tuition and professional development reimbursement plan.
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.
Salary is determined by various factors including but not limited to relevant work experience job related knowledge skills abilities business needs and geographic regions.
NY: Salary range for the position: 80000 USD to 120000 USD.