Senior Director, Investor Services

SS&C•Union, NY

15h•Hybrid

About The Position

The Senior Director of Investor Services at SS&C Technologies, Inc. will be responsible for leading and overseeing all aspects of investor services operations, ensuring exceptional client satisfaction and operational efficiency for a portfolio of complex fund structures. This role requires a strategic leader with a deep understanding of the financial services industry, regulatory requirements, and a proven track record of managing high-performing teams.

Requirements

Bachelor’s degree in Finance, Business Administration, Accounting, or a related field.
Minimum of 10-15 years of progressive experience in investor services within the financial services industry, preferably with a focus on alternative investments (e.g., private equity, hedge funds).
Proven leadership experience, including managing large teams and developing talent.
Extensive knowledge of investor services operations, including anti-money laundering (AML), Know Your Customer (KYC), FATCA, CRS, and other relevant regulations.
Demonstrated ability to build and maintain strong client relationships.
Excellent communication (written and verbal), interpersonal, and presentation skills.
Strong analytical and problem-solving abilities, with a keen attention to detail.
Proficiency with industry-standard investor services software and platforms.
Ability to work effectively in a fast-paced, dynamic environment and manage multiple priorities.
Strong understanding of fund structures, legal documents, and financial reporting.

Nice To Haves

MBA or equivalent advanced degree preferred.

Responsibilities

Develop and execute strategic initiatives to enhance investor services offerings and operational processes.
Manage and mentor a team of investor services professionals, fostering a culture of excellence, collaboration, and continuous improvement.
Oversee the end-to-end investor onboarding, capital call, distribution, transfer, and redemption processes, ensuring accuracy, timeliness, and compliance.
Act as a primary point of contact for key client relationships, addressing complex inquiries and ensuring high levels of client satisfaction.
Collaborate with internal stakeholders, including fund accounting, legal, compliance, and technology teams, to deliver integrated solutions.
Monitor and analyze key performance indicators (KPIs) to identify areas for improvement and implement effective solutions.
Ensure adherence to all relevant regulatory requirements (e.g., AML/KYC, FATCA, CRS) and internal policies.
Lead and participate in client presentations, due diligence meetings, and other client-facing activities.
Stay abreast of industry trends, technological advancements, and regulatory changes impacting investor services.
Drive operational efficiencies through process automation and technology utilization.