Director, Fund Services Operations
SS&C Technologies
full-time
Posted on:
Location Type: Hybrid
Location: Boston • Colorado • Massachusetts • United States
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Salary
💰 $100,000 - $170,000 per year
Job Level
About the role
- 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
Requirements
- 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%
Benefits
- Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
- Your Future: 401k Matching Program, Professional Development Reimbursement
- Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
- Training: Hands-On, Team-Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial servicestransfer agencyinvestor servicesfund administrationcorporate communicationsportfolio managementsecurities analysisKey Performance Indicatorscontinuous efficiency improvements
Soft skills
leadershipcoachingproblem solvingcommunicationorganizational skillsrelationship buildingability to work under pressuremeeting deadlines
Certifications
Bachelor’s degree in Finance