Associate Director, Intermediary Relationship Management

SS&C Technologies • Kansas City, MO

121d

About The Position

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

Requirements

• Bachelor’s degree or related experience.
• 5 years of experience in financial services industry.
• Strong understanding of Transfer Agency functions.
• Transfer Agency management experience preferred.
• Transfer Agency system and/or project management experience preferred.
• Ability to work independently, prioritize, and multitask.
• Ability to communicate professionally, both verbally and in writing.
• Willingness to learn and grow both personally and within the organization.

Responsibilities

• Lead a team focused on supporting Financial Intermediaries, including wire houses, TPAs, and custodians.
• Support DTCC/AIP development and testing associates.
• 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/intermediary specific requests.
• Supports ongoing daily support items, including managing and resolving technical issues or intermediary inquiries.
• Serves as a liaison between clients and intermediaries.
• Communicates directly with stakeholders with respect to client events, issues, and/or systems enhancements.
• Performs other duties as assigned.

Benefits

• 401k matching program.
• Professional development reimbursement.
• Flexible personal/vacation time off.
• Sick leave.
• Paid holidays.
• Medical, dental, vision, employee assistance program, parental leave.
• Discounts on fitness clubs, travel, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees