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Senior Director - Transfer Agency

SS&C Technologies.com

Office

Arch Street, United States

Full Time

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

Senior Director, Transfer Agency

Locations: Boston, MA | Braintree, MA | Denver, CO | Kansas City, MO | Hybrid

Get To Know The Team:

Provides financial Transfer Agency operational processing services with a customer-focused, quality approach. Provides proactive and innovative solutions to customers. Manager of staff leaders for multiple departments, or manager of professionals who work on transaction processes and driving client solutions for 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.

Why You Will Love It Here!  

  • 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! 

What You Will Get To Do: 

  • Oversee all operational activities associate with retail alts Transfer Agency processing
  • 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 

What You Will Bring:

  • Bachelor’s degree in Finance or related field or equivalent experience
  • 15+ years’ experience in Transfer Agency or Investor Services or related field, ideally with retail alts expertise and process modernization experience through transformation or reengineering
  • Previous operations management experience is required 
  • Strong knowledge of financial services operations in particular with retail alternatives is preferred
  • 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%

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.

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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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.Colorado: Salary range for the position: $130,000 USD to $170,000 USD.

Senior Director - Transfer Agency

Office

Arch Street, United States

Full Time

September 26, 2025

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SS&C Technologies

ssctechnologies