Job Description
Full job description
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
Manager, Investor Services
Locations: New York, NY | Hybrid
Get To Know Us:
The team is responsible for evaluating, verifying, and processing service requests from shareholders, institutions, third‑party entities, broker/dealer operations, and client fund or stock groups. This includes processing mutual fund and/or stock transactions and maintaining accurate shareholder records and strong client relationships. The team brings deep expertise in mutual fund and stock operations to ensure accuracy, compliance, and service excellence.
Our team manages the intake, documentation, processing, and troubleshooting of requests from shareowners, institutions, the NSCC, the DTC, and broker/dealers.
We exercise broad decision‑making authority within established company policies to support business goals.
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:
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.
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 @
www.ssctech.com/careers
.
#LI-Hybrid
#LI- JS1
#CA- JS
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, ****** 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: $90,000 USD to $110,000 USD.
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
Manager, Investor Services
Locations: New York, NY | Hybrid
Get To Know Us:
The team is responsible for evaluating, verifying, and processing service requests from shareholders, institutions, third‑party entities, broker/dealer operations, and client fund or stock groups. This includes processing mutual fund and/or stock transactions and maintaining accurate shareholder records and strong client relationships. The team brings deep expertise in mutual fund and stock operations to ensure accuracy, compliance, and service excellence.
Our team manages the intake, documentation, processing, and troubleshooting of requests from shareowners, institutions, the NSCC, the DTC, and broker/dealers.
We exercise broad decision‑making authority within established company policies to support business goals.
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:
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.
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 @
www.ssctech.com/careers
.
#LI-Hybrid
#LI- JS1
#CA- JS
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, ****** 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: $90,000 USD to $110,000 USD.
💡 Quick Summary
Seeking a career-building opportunity? The Manager, Investor Services position is now open for candidates interested in the Retail & Wholesale sector. This role in New York City offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Retail & Wholesale is a plus.