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
Job Title: Manager, Investor Services
Locations: Arizona; New York; Florida; Texas; Washington; Missouri; Connecticut; New Hampshire; Indiana; Nevada; Michigan; Minnesota; South Carolina; North Carolina; Massachusetts; California; Delaware; Ohio; Colorado; Arkansas; Georgia; Illinois; Iowa - Remote
About the Role
The Investor Services Manager at SS&C GIDS, Inc. is responsible for overseeing the daily operations of the Investor Services team, ensuring the accurate and timely processing of investor requests and transactions, and maintaining exceptional client relationships. This role involves managing a team, optimizing workflows, and contributing to the overall success of the investor services function.
This position will have strong oversight of correspondence and live chat operations and requires a high level of expertise in live chat and written client correspondence.
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
- 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.
Required Experience
- 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.
- Experience with investor CRM systems, digital communication platforms, and fund administration software is highly desirable.
- Strong problem-solving and analytical skills.
- Ability to work independently and as part of a team.
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.New York: The expected base salary for the position is between $70,000 USD to $80,000 USD. Washington: The expected base salary for the position is between $70,000 USD to $80,000 USD. California: The expected base salary for the position is between $70,000 USD to $80,000 USD. Colorado: The expected base salary for the position is between $70,000 USD to $80,000 USD. Maryland: The expected base salary for the position is between $70,000 USD to $80,000 USD. Illinois: The expected base salary for the position is between $70,000 USD to $80,000 USD. Massachusetts: The expected base salary for the position is between $70,000 USD to $80,000 USD. Minnesota: The expected base salary for the position is between $70,000 USD to $80,000 USD. Vermont: The expected base salary for the position is between $70,000 USD to $800,00 USD. District of Columbia: The expected base salary for the position is between $70,000 USD to $80,000 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 Technologies San Francisco, California, USA Office
600 Townsend St, San Francisco, CA, United States, 94103
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