Quinte West, Ontario, Canada · Hybrid
$100k–$215k/yr
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 …
Skills: Client Account Management, Transfer Agency, Investor Services, Fund Administration, Staff Leadership
Boston, Massachusetts, United States · Remote OK
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Paul Hastings is a leading international law firm that provides innovative legal solutions to many of the world's top financial institutions and Fortune Global 500 companies. With a strong presence throughout the U.S., A…
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Boston, Massachusetts, United States · Hybrid
$91k–$146k/yr
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Skills: Digital Sales Strategy, Performance Forecasting, KPI Analysis, Conversion Rate Optimization, SEO
Boston, Massachusetts, United States · On-site
$76k–$108k/yr
About the Opportunity Summary: The Assistant Director of Major Gifts (ADMG) is a regionally focused major gift officer within the One Northeastern development structure. They partner with content specialists across the g…
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Boston, Massachusetts, United States · Hybrid
$156k–$234k/yr
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Boston, Massachusetts, United States · Hybrid
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Chicago, Illinois, United States · Hybrid
$37/hr–$40/hr
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Skills: Financial Modeling, Equity Analysis, Fixed Income Analysis, Risk Management, Quantitative Analysis
Littleton, Colorado, United States · Hybrid
$72k–$141k/yr
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring …
Skills: Commercial Claims Management, Litigation Process, Policy Coverage Analysis, Claim Resolution Strategy, Complex Settlement Negotiation
Boston, Massachusetts, United States · Hybrid
$190k–$230k/yr
Job Type: Permanent Build a brilliant future with Hiscox Head of Platform: Traded Location: Boston, MA | Hybrid: 3 days/week in office The Role: This is a senior leadership role responsible for owning engineering quality…
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Boston, Massachusetts, United States · On-site
$70k–$91k/yr
Firm Overview: Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investmen…
Skills: Cash Management, Treasury Operations, Payment Execution, Cash Forecasting, Bank Account Administration
Boston, Massachusetts, United States · On-site
$70k–$91k/yr
Firm Overview: Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investmen…
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Chicago, Illinois, United States · On-site
$86k–$102k/yr
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Boston, Massachusetts, United States · Hybrid
$152k–$228k/yr
Job Description General Summary: The Managed Care Contracting Associate Director will provide leadership and management oversight of Market Access Contract processes by facilitating pre- and post-deal analytics, negotiat…
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Toronto, Ontario, Canada · Hybrid
$93k–$143k/yr
As a member of the US FSSC, the Manager Financial Systems & Control will report to the Director, Financial Processes & Controls, and plays a critical role in supporting the development, validation, and operational execut…
Skills: Accounting Model Development, Financial Reporting, Data Processing, General Ledger Management, Model Testing & Validation
Boston, Massachusetts, United States · On-site
$112k–$151k/yr
Firm Overview: Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investmen…
Skills: Strategic Human Capital Leadership, Employee Relations, Performance Management, Organizational Design, Change Management
San Francisco, California, United States · Hybrid
$94k–$145k/yr
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Skills: Actuarial Modeling, Financial Projections, Plan Design Optimization, Renewal Negotiations, Data Analysis
Boston, Massachusetts, United States · Hybrid
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Skills: Financial Modeling, SaaS Metrics, Strategic Finance, Board-Level Storytelling, Investment Analysis
Boston, Massachusetts, United States · Hybrid
Who We Are: At Emburse, you’ll not just imagine the future – you’ll build it. As a leader in travel and expense solutions, we are creating a future where technology drives business value and inspires extraordinary result…
Skills: Financial Planning And Analysis, Revenue Forecasting, SaaS Metrics, Pipeline Modeling, Budgeting
Hartford, Connecticut, United States · Hybrid
$115k–$230k/yr
Company:Mercer Description: We are seeking a talented individual to join our Life, Absence and Disability team at Mercer. This role can be based in one of our cities in which we have a Mercer east coast office location. …
Skills: Client Engagement, Plan Design, Financial Evaluation, Benchmarking, Benefits Procurement
Quinte West, Ontario, Canada • Hybrid
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Oversee operational activities for new client onboarding and manage the performance of the Operations team through coaching and KPI monitoring. Act as a primary escalation point and collaborate with senior management to resolve cross-departmental issues and implement efficiency improvements.
Requires a Bachelor's degree in Finance or a related field and over 10 years of experience in Transfer Agency or Investor Services. Must have previous management experience and strong knowledge of mutual, hedge, and private equity funds.
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.
Locations: Boston, MA; Braintree, MA; Denver, CO; Kansas City, MO (hybrid)
About the Role
Provides financial product support services with a customer-focused approach. Provides proactive and innovative solutions to customers. Manager of staff leaders for multiple departments, or manager of professionals who work on issues that require in-depth knowledge or specialized skills. Exercises wide-latitude to make decisions to achieve defined goals. Establishes operational objectives and provides strong tactical leadership. Coordinates with senior management or executives on critical cross-departmental or functional issues, removing barriers to operational success. Participates in the development and implementation of company policies. Accountable for the results of one or more departments.
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
How You Will Make an Impact
Oversee all operational activities associate with new client onboarding
Work with internal and external auditors to complete Sarbanes Oxley requests
Assist and lead departmental initiatives
Attend and contribute to operational, client and regulatory meetings in order to maintain and improve client service
Provide coaching, training and leadership as necessary to the Operations team
Act as an escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues
Monitor operational Key Performance Indicators and manage improvement plans
Develop culture of continuous efficiency improvements resulting in increased capacity
Required Experience
Bachelor’s degree in Finance or related field or equivalent experience
10+ years’ experience in Transfer Agency or Investor Services or related field (financial services/fund administration, corporate communications, portfolio management or securities analysis)
Previous management experience is required
Strong knowledge of financial services/mutual funds/hedge funds/private equity funds required
Excellent communication skills, including written, listening and presentation abilities
Proven ability to work under pressure and meet deadlines
Strong organizational and relationship building skills
Willingness to travel domestically 25% to 50%
Join SS&C, where innovation meets global opportunities. Click here to apply.
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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 Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.Colorado: The expected base salary for the position is between $100,000 USD to $175,000 USD. Massachusetts: The expected base salary for the position is between $115,000 USD to $215,000 USD.
In addition, 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.
Applications will be accepted on an ongoing basis until the position is filled.
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.
SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. Named to the Fortune 1000 list as a top U.S. company based on revenue, SS&C (NASDAQ: SSNC) is a trusted provider to more than 23,000 financial services and healthcare companies, with over 27,000 employees and operations in more than 35 countries. Built upon a foundation of expertise, innovation and excellent customer service, SS&C powers some of the largest financial and healthcare firms in the world. +++++++++++++++++ ALPS Portfolio Solutions Distributor, Inc., ALPS Advisors, ALPS Funds and SS&C Technologies are affiliated. Distributed by ALPS Portfolio Solutions Distributor, Inc. AN INVESTMENT IN THE FUNDS INVOLVES RISK, INCLUDING LOSS OF PRINCIPAL. AN INVESTOR SHOULD CONSIDER INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES CAREFULLY BEFORE INVESTING. TO OBTAIN A PROSPECTUS, WHICH CONTAINS THIS AND OTHER INFORMATION, CALL 1.877.398.8461 OR VISIT WWW.ALPSFUNDS.COM. READ THE PROSPECTUS CAREFULLY BEFORE INVESTING.
Offices: 80 Lamberton Road, Windsor, CT 06095, US · 4 Times Sq, New York, 10036, US · 2 Rue Jean Monnet, Luxembourg, Luxembourg 2180, LU · 50 Milk St, Boston, Massachusetts 02110, US · 110 N Fulton Ave, Evansville, Indiana 47710, US
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