Director, Investor Services

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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

Job Title: Director, Investor Services

 

Location: New York, NY | Union, NJ | Dallas, TX | Windsor, CT - Hybrid

 

About the Role

As Director, Investor Services, you will lead and manage a team responsible for delivering exceptional client service and operational excellence to SS&C Technologies' investor base. This role involves overseeing all aspects of investor communication, onboarding, reporting, and inquiry resolution for a portfolio of alternative investment funds.

 

Why Join SS&C

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.

 

How You Will Make an Impact 

• Lead, mentor, and manage a team of Investor Services professionals, fostering a collaborative and high-performing environment.
• Oversee the day-to-day operations of Investor Services, ensuring accuracy, efficiency, and adherence to regulatory requirements and service level agreements.
• Act as a primary point of contact for key investor relationships, building and maintaining strong partnerships.
• Manage the investor onboarding process, including KYC/AML due diligence, subscription document review, and system setup.
• Supervise the preparation and distribution of investor statements, capital calls, distributions, and other ad-hoc reporting.
•  Ensure timely and accurate resolution of investor inquiries, collaborating with internal teams (e.g., fund accounting, legal, compliance) as needed.
•  Develop and implement best practices, policies, and procedures to enhance the investor experience and operational efficiency.
• Monitor and analyze team performance metrics, identifying areas for improvement and implementing corrective actions.
• Participate in client pitches and due diligence meetings, representing SS&C's Investor Services capabilities.
•  Stay current with industry trends, regulatory changes, and technological advancements impacting investor services.
• Identify and implement automation opportunities to streamline processes and improve data integrity.

Required Experience

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; MBA.
•  8+ years of experience in investor services, client services, or fund operations within the alternative investments industry (hedge funds, private equity, real estate).
• 5+ years of leadership experience or management role, with proven ability to build and motivate high-performing teams.
• Deep understanding of alternative investment fund structures, operations, and regulatory requirements (e.g., AML/KYC, FATCA, CRS).
• Strong knowledge of investor reporting requirements and best practices.
•  Excellent written and verbal communication skills, with the ability to articulate complex information clearly and concisely.
• Proven ability to build and maintain strong client relationships.
• Exceptional organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced environment.
• Proficiency with industry-standard fund administration software (e.g., Geneva, Advent, Yardi) and Microsoft Office Suite (Excel, Word, PowerPoint).
• Demonstrated problem-solving abilities and a proactive approach to issue resolution.
• Ability to work independently and as part of a team.

What Sets You Apart (preferred qualifications)

• Master degree with 8 years industry experience or CFA is a plus

 

Join SS&C, where innovation meets global opportunities. Click here to apply.

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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 Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

 

 

Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.

New Jersey: The expected base salary for the position is between $115,000 USD to $210,000 USD. New York: The expected base salary for the position is between $115,000 USD to $210,000 USD. Other States expected base salary for the position is between $115,000 USD to $210,000 USD.

In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.



Applications will be accepted on an ongoing basis until the position is filled.

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.