Supervisor of Transfer Agency Operations

SS&C • Kansas City, MO

1d • Hybrid

About The Position

The Supervisor of Transfer Agency Operations leads a team responsible for reconciliations, reporting, payment processing, and issue resolution. This role oversees a broad range of financial matters impacting alternative and mutual fund clients, ensuring accuracy, timeliness, and compliance with established policies and internal controls. The Supervisor of Transfer Agency Operations is responsible for managing daily operations, monitoring client deliverables, and meeting deadlines across a team with varying levels of experience in a fast-paced environment. SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

Requirements

• Bachelor’s degree or equivalent experience
• 3- 5 years financial industry experience ideally in transfer agency, investor services, or with a wire house
• Career oriented, highly motivated, and self-starting individual
• Problem solving and numerical reasoning skills; ability to analyze data and act
• Excellent written and verbal communication skills

Nice To Haves

• Proficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel

Responsibilities

• Oversee day-to-day shareholder accounting operations, including reconciliations, reporting, and transaction processing
• Manage ACH transactions, shareholder and international wires, and custody-related transfers, including reporting to custody and fund accounting teams
• Supervise the reconciliation and research of money movement activity, trading activity, fund sponsor/wirehouse sales logs, and bank accounts
• Establish procedures, project plans, and coordinate work as needed between transfer agency teams
• Work with various transfer agency systems to enhance processes and create automation as needed
• Acts as the first point of escalation for complex transactions, discrepancies, or risk‑related issues
• Supports employee training and development while monitoring workload distribution and deadlines
• Partners with management to support operational goals, process improvements, and quality outcomes

Benefits

• Medical, dental, and vision coverage
• A 401(k) plan with company match
• Paid time off, holidays, and parental leave
• Professional development reimbursement opportunity
• Discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 1-10 employees