SS&C Technologies · 21 hours ago
Manager, Investor Services
New York, NY
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $90K/yr
6+ years expSS&C Technologies is a leading financial services and healthcare technology company based in Windsor, Connecticut. The Manager of Investor Services will lead a team responsible for delivering exceptional client service and operational excellence in investor relations, ensuring accurate processing of investor requests and maintaining strong client relationships.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
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
Qualification
Required
Bachelor's Degree in Finance, Business Administration or similar field
6+ years' experience in Investor Services or related field financial services industry with at 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
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
Preferred
FINRA Series 6 or 7 license preferred but not required
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.
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
2026-01-20
2026-01-16
Company data provided by crunchbase