Director, Transfer Agency Operations

SS&C Technologies • Dublin, OH

39d • Hybrid

About The Position

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.

Requirements

• 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

Responsibilities

• Completion of various department functions with the Transfer Agency
• 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

Benefits

• 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!
• health, dental, 401k plan, tuition and professional development reimbursement plan

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Industry: Computer and Electronic Product Manufacturing
• Number of Employees: 5,001-10,000 employees