SS&C Technologies

Project Manager

• lead a team of highly skilled program managers to execute against our corporate goals
• manage enterprise programs for strategic clients
• engage with executives and management both internally and with clients to discuss program initiatives
• collaborate with internal teams to identify optimal solutions for both SS&C and the client
• employ tools and processes to ensure proper visibility and escalation of projects
• participate in initiatives to enhance processes, reduce costs, train staff, and improve client experience

Director, Project Management

Director

• The Senior Director of Professional Services at SS&C Technologies Inc. will be responsible for leading and scaling our Professional Services organization, ensuring the successful delivery of complex enterprise solutions, and driving customer satisfaction and revenue growth.
• Develop and execute the strategic vision for the Professional Services organization, aligning with overall company objectives and market demands.
• Lead, mentor, and grow a high-performing team of professional services consultants, project managers, and technical experts.
• Oversee the end-to-end delivery of professional services engagements, from pre-sales support and scoping to implementation, configuration, and post-go-live optimization.
• Establish and maintain best practices, methodologies, and tools to ensure consistent quality, efficiency, and scalability of service delivery.
• Manage P&L for the Professional Services division, including budgeting, forecasting, and achieving revenue and profitability targets.
• Cultivate and strengthen relationships with key clients, acting as an executive escalation point and trusted advisor.
• Collaborate closely with sales, product development, and customer success teams to ensure seamless customer experience and identify new business opportunities.
• Drive continuous improvement initiatives within the professional services function, leveraging feedback and industry trends.
• Negotiate and manage complex professional services contracts, statements of work, and service level agreements.
• Represent SS&C Technologies, Inc. at industry events, conferences, and customer engagements.

Senior Director – Professional Services

Accounting Manager

• Manage one or more key client relationships, ensuring timely delivery of all fund accounting and reporting deliverables
• Apply strong expertise in alternative investment fund accounting, with a focus on private equity limited partnerships
• Lead and develop junior staff, including setting goals, providing ongoing coaching, and contributing to performance reviews
• Review fund governing documents (LPA, offering documents, side letters, IMAs) to ensure accurate application of fund terms
• Oversee and review all transaction activity, including capital calls, distributions, accruals, and valuation adjustments
• Prepare and review workpaper files, capital account statements, investor allocations, and management fee calculations
• Build and maintain distribution waterfall models in accordance with fund terms
• Review financial statements, supporting schedules, and disclosures for accuracy and completeness
• Support and coordinate the year-end audit process in partnership with clients, auditors, and internal teams
• Assist with tax reporting support and other client deliverables as needed
• Manage client expectations and coordinate timelines with internal teams to ensure consistent, high-quality delivery
• Contribute to broader team and firm initiatives, supporting continuous improvement and operational excellence

Manager, Private Equity/FOF Fund Accounting

General Counsel

• Drafting, reviewing and negotiating a wide range of legal agreements, including services agreements, vendor agreements, NDAs, side letters, novation and assignments, settlements and releases, data privacy agreements and other transactional documents.
• Advising on legal obligations arising in connection with services contracts, as well as the review and resolution of legal-related issues and questions that arise with respect to the provision of fund administration services, including anti-money laundering (AML) regulations, data protection laws, jurisdiction specific regulations, securities and investment advisory laws.
• Provide strategic counsel on commercial, compliance, and corporate matters, contribute to process and template improvements, and build strong relationships across the organization.

Legal Counsel

Financial Planning and Analysis

• Learn about our products and services and effectively communicate this information to customers.
• Build strong working relationships with internal stakeholders, team members, and other operational staff.
• Answer and respond to general advice enquiries and proactively capture feedback and data obtained during the interactions.
• Demonstrate a high level of problem-solving ability through strong knowledge and understanding of the superannuation industry and relevant legislation.
• Identify complex business situations and recommend appropriate solutions where required.
• Timely response to all correspondence from members.
• Responsible for proactive telephone contact with customers in line with approved outbound campaigns.
• Complete administrative and ad hoc duties as allocated to support the efficient operation of the business.
• Identify continuous improvement initiatives and proactively contribute to a best-in-class business culture.
• Assist members and beneficiaries in a time of need with empathy and in a professional manner.
• Comply with Fund and regulatory requirements, completion of ongoing education as per the training plan and AFSL requirements.
• Maintain members' details.
• Achievement of KPIs, SLA’s and targets.
• Attend to member enquiries as they occur by accurately identifying the nature of the enquiry and responding in a timely and professional manner.
• Participate in training and upskilling to build knowledge and skills within yourself and the team.
• Be an active team player and contribute positively and collaboratively to the success of shared team goals.
• Answer ad-hoc agent/team enquiries via phone/chat while also handling escalations.
• Ad hoc specialised project support & UAT testing for campaign management.
• Ensure our integrity is maintained and risk exposure minimised by adhering to policies and procedures.
• Maintain a positive attitude and commitment to working in a hybrid working environment.

Contact Centre Officer – Financial Services

Compliance

• Assist in the development, implementation, and maintenance of AML compliance programs, policies, and procedures.
• Perform periodic reviews of existing AML controls and processes to identify areas for improvement and ensure ongoing effectiveness.
• Participate in internal and external audits and examinations, providing requested documentation and explanations.
• Collaborate with various internal departments (e.g., Legal, Operations, Risk) to address compliance-related matters.
• Provide training and guidance to employees on AML policies and procedures as required.
• Contribute to special projects and initiatives aimed at enhancing the company's compliance framework.

Regulatory Compliance Analyst

Operations

• Manage and oversee a team of associates and senior associates in daily loan servicing operations
• Serve as the primary client relationship manager for CLO loan servicing, responding to inquiries and delivering high-quality service
• Oversee loan trade processing, settlement, cash flow booking, reconciliations, and agent notice review
• Ensure all loan static data setup, reconciliations (cash, cost, positions, accrued interest), and reporting are completed accurately and on time
• Review and sign off on escalated breaks, ensuring resolution within agreed timelines
• Lead client onboarding, system setup, and process implementation for new CLO portfolios
• Conduct performance reviews, coach, and mentor team members to foster professional development
• Partner with internal stakeholders across fund accounting, technology, and operations to streamline processes and resolve issues
• Develop and implement best practices to improve operational efficiency, accuracy, and scalability
• Maintain strong governance and controls, ensuring compliance with policies, procedures, and client SLAs

Manager, CLO Loan Operations – Loan Servicing

• Principal review and approval of sales and advertising literature for assigned funds
• Research regulations and industry developments and create reports for use by ALPS
• Ability to develop subject-matter expertise and train others across department and ALPS’ client base
• Maintain and coordinate procedural updates and other information
• Other compliance related activities as may be requested

Senior Regulatory Compliance Analyst

• Support the settlement process of primary loan syndications and secondary loan trades, including funding and documentation matters
• Significant interaction with senior management, SS&C GlobeOp clients, their trading counterparties, agent banks, custodians, trustees and other SS&C GlobeOp departments
• Investigate and resolve closing and transactional issues in a timely manner
• Participate in the daily/weekly preparation and review of reports, metrics provided to our clients, senior managers to highlight status of trades and risks
• Train and mentor junior staff

Senior Associate, Loan Operations

Salesforce Developer

• Design, develop, and maintain custom Salesforce applications, Apex classes, Visualforce pages, Platform Events, Lightning Components, and triggers.
• Implement and configure Salesforce features, including custom objects, fields, flows and validation rules.
• Develop and maintain integrations between Salesforce and other internal and external systems using APIs, web services, and middleware.
• Perform data migration, data quality analysis, and data cleansing activities.
• Collaborate with business analysts and stakeholders to gather requirements, translate them into technical specifications, and propose effective Salesforce solutions.
• Write and maintain technical documentation, including design specifications, test plans, and release notes.
• Conduct unit testing, integration testing, and support user acceptance testing (UAT).
• Provide ongoing support, troubleshooting, and maintenance for existing Salesforce applications.
• Stay up-to-date with new Salesforce releases, features, and best practices.
• Participate in code reviews to ensure adherence to development standards and best practices.

Implementation Specialist

• Partner with business and technical stakeholders to gather, analyze, and document business and system requirements
• Author and maintain high-quality project documentation.
• Translate complex business needs into clear, actionable requirements with an understanding of underlying technical concepts
• Support implementation activities across the project lifecycle.
• Act as a subject-matter resource during implementations.
• Identify gaps, risks, and dependencies; propose practical, well-documented solutions
• Collaborate effectively with project managers, developers, and other technical resources.

Implementation Consultant Advisor

• Leading implementations of new clients in areas of investment performance, attribution analysis, ex-post measurement risk and GIPS compliance
• Defining business requirements
• Conducting business operations reviews
• Training and supporting clients during the implementation
• Client relationship management and cultivating relationships with both internal and external partners
• Keeping abreast of industry initiatives and market trends that impact the business
• Leading projects to enhance calculation, reporting and analysis tools

Senior Investment Performance Consultant

Digital Marketing

• Own and shape the end‑to‑end digital growth engine for SS&C Intralinks
• Set the digital growth vision and execute a comprehensive global digital marketing strategy
• Architect and optimize a full‑funnel digital buyer journey
• Lead marketing operations, automation, and martech
• Oversee paid media strategy and execution across various channels
• Transform the website into a high‑performing growth platform
• Build a data‑driven operating model with clear dashboards and ROI measurement
• Build and mentor a high‑performing global digital team

Vice President – Digital Marketing

• Own the end-to-end product-to-market lifecycle and GTM readiness frameworks
• Ensure new products and features launch with aligned Sales, Marketing, and Customer Success execution
• Design operating models for a multi-product SaaS platform
• Enable bundling, cross-sell, and pricing consistency across segments
• Operationalize PLG-to-sales handoffs using product usage signals
• Build workflows that convert self-serve adoption into enterprise expansion
• Identify and deploy AI-driven tools and automation (e.g., intent modeling, agentic workflows, automated playbooks)
• Improve productivity, reduce friction, and accelerate time-to-revenue across the GTM stack
• Align Product, Sales, Marketing, and Finance on execution of revenue models
• Ensure commercialization is operationally viable and compliant within a financial services environment

Senior Director, Business Transformation

• lead teams supporting the fund administration services to clients
• primary liaison for book of business and work closely with external parties such as auditors, law firms and tax advisors
• review fund governing documents, offering documents, subscription documents, side letters, and investment management agreements, in order to ensure proper application of fund terms
• review all transaction documentation and supporting files, and understand the features of the investment transactions, accruals, etc.
• review work paper files for accuracy and completeness, including capital activity, investment activity, income and expense accruals, valuation adjustments, etc.
• review management fee calculations, including offsetable amounts, management fee waiver contributions, etc.
• review investor allocations and capital account statements
• review capital call and distribution calculations, sources/uses of cash, allocations, and investor notices
• create, maintain, and/or review distribution waterfall (carried interest) models, in keeping with the applicable fund terms
• manage the year-end audit process, in collaboration with the client and auditors
• implement adequate and effective processes to improve the overall operations
• participate in new client business analysis with prospects and existing clients
• review fund governing documents, offering documents
• support fee models and deal financial analysis development
• provide support with content for presentations and assist with preparation of presentations
• assistance with Request For Proposal (RFP) responses and document management
• support multiple client implementations and onboarding events, ensuring appropriate resources to meet project
• promote corporate goals and business/departmental initiatives