Manager, Investor Services

SS&C Technologies, Inc.
parental leave, paid time off, 401(k), stock options
United States, New York, New York
Apr 05, 2026
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: New York, NY - Hybrid About the Role The team is responsible for evaluating, verifying, and processing service requests from shareholders, institutions, thirdparty entities, broker/dealer operations, and client fund or stock groups. This includes processing mutual fund and/or stock transactions and maintaining accurate shareholder records and strong client relationships. The team brings deep expertise in mutual fund and stock operations to ensure accuracy, compliance, and service excellence. Our team manages the intake, documentation, processing, and troubleshooting of requests from shareowners, institutions, the NSCC, the DTC, and broker/dealers. We exercise broad decisionmaking authority within established company policies to support business goals. This manager role operates as "Led by Example" processing experience and knowledge is key for this people leader role, less operations, more technical skills. 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 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. Required Experience Bachelor's Degree in Finance, Business Administration or similar field 6+ years' experience in Investor Services or related field financial services industry with a 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. What Sets You Apart (preferred qualifications) FINRA Series 6 or 7 license preferred but not required. 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. Join SS&C, where innovation meets global opportunities. Click here to apply. #LI-Hybrid, #LI-JS, #CA-JS 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 $90,000 USD to $110,000 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.