Director, Transfer Agency Operations

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

Director, Transfer Agency Operations

Location: Kansas City, MO; Boston, MA; Braintree, MA; Denver, CO; Chicago, IL; Dublin, OH | HYBRID

Get To Know Us:

The Director serves as a leader within our growing retail alternative and mutual fund transfer agency business, delivering best-in-class service to a complex and diverse client base.

Why You Will Love It Here

• Flexibility: Hybrid Work Model and 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:

• Completion of various department functions with the Transfer Agency
• Primary Transfer Agency responsibilities include:
  • Transactional reporting and reconciliation to clients, custody and fund accounting
  • Custody money movements
  • Bank open items review and resolution
  • Input and payment distributions associated with dividends and capital gains
  • Bank money movement file transmission
  • Bank Account reconciliation
  • Wire, ACH, and check money movement
• Actively supports daily operations by not just overseeing tasks but also learning the skills necessary to complete tasks as needed since they will serve as a backup to direct reports
• Collaborates with various Transfer Agency teams and leaders to ensure client needs are met
• Attends and participates in industry calls
• Supports new business sales initiatives
• Supports ongoing business projects, including system enhancements and client specific requests
• Supports ongoing daily support items, including managing and resolving technical issues or client inquiries

What You Will Bring:

• Bachelor's degree in Finance or related field or equivalent experience
• 10+ years' experience in Transfer Agency, Investor Services, or a related field (e.g., Financial Services, Fund Administration, Treasury Management)

• 5+ years' management experience leading operational teams​

• Strong knowledge of financial services operations, including money movement, payment processing, and bank interfaces

• Excellent communication skills, including written, listening and presentation abilities 
• Proven ability to work under pressure and meet deadlines  
• Strong organizational and relationship building skills  
• Must be willing to work on site at least 6 days/month

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 @

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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: $100,000 USD to $175,000 USD.

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