Director, Client Account Management – Transfer Agency

SS&C Technologies

Director of Client Account Management overseeing client onboarding and operational activities for leading financial services company. Providing solutions and tactical leadership across multiple departments.

Posted 7/8/2026full-timeKansas City • Colorado, Kansas, Massachusetts, Montana • 🇺🇸 United StatesLead💰 $100,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in financial services, particularly in Transfer Agency and Investor Services, with a strong focus on customer support and operational leadership. Proven ability to manage teams, develop policies, and drive results across departments while maintaining excellent communication and organizational skills.

Highest-signal resume keywords

Bachelor's Degree In Finance10+ Years Experience In Transfer AgencyManagement ExperienceKnowledge Of Financial ServicesExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Product SupportOperational Objectives EstablishmentPolicy Development And ImplementationTactical LeadershipDecision-Making

Soft Skills

Customer-Focused ApproachRelationship BuildingOrganizational SkillsAbility To Work Under PressurePresentation Abilities

Industry Keywords

Mutual FundsHedge FundsPrivate Equity FundsInvestor ServicesTransfer Agency

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor’s degree in Finance or related field or equivalent experience
10+ years’ experience in Transfer Agency or Investor Services or related field
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

Comp & perks

medical, dental, and vision coverage
a 401(k) plan with company match
paid time off
holidays
parental leave
professional development reimbursement opportunity