Director, Transfer Agency Operations

Kansas City, KS - USA

Monthly Salary: $ 125000 - 200000

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

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

Director Transfer Agency Operations

Location: Kansas City MO; Boston MA; Braintree MA; Denver CO; Chicago IL; Dublin OH HYBRID

Get To Know Us:

The Director serves as a leader within our growing retail alternative and mutual fund transfer agency business delivering best-in-class service to a complex and diverse client base.

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:

Completion of various department functions with the Transfer Agency
Primary Transfer Agency responsibilities include:
- Transactional reporting and reconciliation to clients custody and fund accounting
- Custody money movements
- Bank open items review and resolution
- Input and payment distributions associated with dividends and capital gains
- Bank money movement file transmission
- Bank Account reconciliation
- Wire ACH and check money movement
Actively supports daily operations by not just overseeing tasks but also learning the skills necessary to complete tasks as needed since they will serve as a backup to direct reports
Collaborates with various Transfer Agency teams and leaders to ensure client needs are met
Attends and participates in industry calls
Supports new business sales initiatives
Supports ongoing business projects including system enhancements and client specific requests
Supports ongoing daily support items including managing and resolving technical issues or client inquiries

What You Will Bring:

Bachelors degree in Finance or related fieldor equivalent experience
10 years experience in Transfer Agency Investor Services or a related field (e.g. Financial Services Fund Administration Treasury Management)
5 years management experience leading operational teams
Strong knowledge of financial services operations including money movement payment processing and bank interfaces
Excellent communication skills including written listening and presentation abilities
Proven ability to work under pressure and meet deadlines
Strong organizational and relationship building skills
Must be willing to work on site at least 6 days/month

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 @ rate is determined by various factors including but not limited to relevant work experience job related knowledge skills abilities business needs and geographic regions.

The expected base salary for the position in MA is between $100000 USD to $170000 USD.

The expected base salary for the position in IL is between $125000USD to $200000 USD.

In addition to their salary successful candidates may be eligible to receive an annual discretionary bonus and stock options.

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

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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 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.

Colorado: Salary range for the position: $100000 USD to $175000 USD.

Required Experience:

Director