SS&C Technologies · 1 week ago
Manager, Investor Services - PA2026Q2GCC036-
United States
Full-time
Remote
Lead/Staff
$70K/yr - $80K/yr
4+ years expSS&C is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. The Investor Services Manager at SS&C GIDS, Inc. oversees the daily operations of the Investor Services team, ensuring accurate processing of investor requests and maintaining exceptional client relationships.
Artificial Intelligence (AI)BankingLegalFinanceHealthcareProperty & Casualty InsuranceOutsourcingSoftwareComplianceFinancial ServicesHealth CareInsuranceWealth Management
Responsibilities
Lead, mentor, and develop a team of Investor Services professionals, including performance management, training, and scheduling
Oversee the accurate and timely processing of investor subscriptions, redemptions, transfers, and other capital activity
Ensure compliance with all relevant regulatory requirements, company policies, and service level agreements
Act as a primary point of contact for complex investor inquiries and escalated issues, providing prompt and effective resolutions
Oversee and enhance correspondence and live chat operations, ensuring consistent quality, timeliness, and professionalism in all investor communications
Collaborate with internal departments (e.g., fund accounting, legal, compliance) to ensure seamless service delivery and resolve inter-departmental issues
Identify and implement process improvements to enhance efficiency, accuracy, and client satisfaction within the Investor Services team
Prepare and review investor statements, reports, and correspondence
Participate in client meetings and due diligence sessions as required
Maintain comprehensive knowledge of fund structures, products, and industry best practices
Contribute to the development and implementation of new systems and technologies to support investor services operations, including tools supporting live chat and digital communication channels
Qualification
Required
Minimally requires a Master's degree and 4 years of related experience, or Bachelor's degree and 6 years of related experience, or high school degree and 8 years of related experience
2+ years of experience in a leadership or supervisory position
Strong understanding of various fund structures (e.g., hedge funds, private equity funds) and related regulatory frameworks
Excellent communication (written and verbal) and interpersonal skills with the ability to interact effectively with diverse stakeholders
Demonstrated expertise in managing live chat platforms and written client correspondence; a high level of live chat and correspondence knowledge is required
Proven ability to manage and motivate a team, fostering a collaborative and high-performing environment
Exceptional organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced environment
Proficiency in Microsoft Office Suite, particularly Excel
Strong problem-solving and analytical skills
Ability to work independently and as part of a team
Preferred
Experience with investor CRM systems, digital communication platforms, and fund administration software is highly desirable
Benefits
Medical, dental, and vision coverage
A 401(k) plan with company match
Paid time off, holidays, and parental leave
Professional development reimbursement opportunity
Employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion
Company
SS&C Technologies
SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries.
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
5%
Represents job field similar to this job
Accounting and Finance
Engineering and Development
Management and Executive
Customer Service and Support
Product Management
Marketing
Sales
Creatives and Design
Human Resources
Trends of Total Sponsorships
*2026 (25)
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Late StageLeadership Team
Bill Stone
CEO
Anthony Caiafa
Chief Technology Officer
Recent News
2026-06-05
2026-06-04
Private Equity Wire
2026-05-28
Company data provided by crunchbase