SS&C Technologies · 1 month ago
Supervisor, Retirement Solutions Call Center (PA2025CCQ4R-015)
United States
Full-time
Remote
Senior LevelSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. The Investor Services Supervisor will lead a team supporting Call Center representatives in the Retirement Servicing space, ensuring service excellence and operational efficiency.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
Lead and develop a high-performing team supporting retirement plan participants, plan sponsors, and financial advisors in a fast-paced service environment
Oversee the evaluation and processing of retirement service requests including contributions, rollovers, distributions, loans, hardship withdrawals, beneficiary updates, and account maintenance
Ensure accuracy, compliance, and timely execution aligned with ERISA, IRS, and internal governance requirements
Support participant education and service excellence, ensuring clear communication and positive retirement outcomes
Manage escalated inquiries and complex case resolution with professionalism and sound judgment
Monitor team performance, service levels, quality, and operational metrics; drive accountability, coaching, and continuous improvement
Partner with operations, technology, and compliance teams to streamline processes and enhance the participant experience
Serve as both a working leader and subject matter expert when business needs require hands-on support
Qualification
Required
Proven leadership experience within retirement services, recordkeeping, financial services operations, or a retirement-focused contact center environment
Strong working knowledge of retirement plan operations (such as 401(k), 403(b), IRA, Defined Contribution / Defined Benefit servicing) and related transaction processing
Familiarity with ERISA, IRS, and DOL guidelines, including distributions, rollovers, loans, RMDs, hardship withdrawals, contributions, and beneficiary management
Demonstrated ability to lead, coach, and develop service teams while driving accountability, quality, and performance outcomes
Experience managing escalations, resolving complex participant or plan sponsor issues, and ensuring compliance and accuracy in a regulated environment
Strong analytical and critical thinking skills with the ability to assess risk, identify process improvements, and drive operational efficiency
Excellent communication skills with a service-first mindset and ability to build trust with participants, sponsors, advisors, and internal stakeholders
Preferred
Bachelor's degree preferred; equivalent experience considered with demonstrated expertise in retirement servicing and people leadership
Benefits
401k Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical
Dental
Vision
Employee Assistance Program
Parental Leave
Discounts on fitness clubs, travel and more
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial It is a sub-organization of SS&C Black Diamond Wealth Solutions.
Founded in 1986
10001+ employees
H1B Sponsorship
SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
EVP, Chief Financial Officer
Recent News
2026-01-16
Business Wire
2025-12-03
Company data provided by crunchbase