Director, Investor Services
ssctech · New York, NY · United States · On-site
Posted Oct 7, 2026
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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 - Hybrid
About the Role
The Director of Investor Services at SS&C Technologies, Inc. will lead and manage a team responsible for delivering exceptional service to our institutional and high-net-worth clients. This role focuses on optimizing investor relations, overseeing operational efficiency, and ensuring compliance with regulatory requirements within the fund administration sector.
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 develop a team of investor services professionals, fostering a high-performance and client-centric culture.
· Oversee all aspects of investor communication, including onboarding, capital calls, distributions, statements, and ad-hoc inquiries.
· Act as a primary point of contact for key client relationships, understanding their needs and ensuring service delivery excellence.
· Collaborate cross-functionally with internal teams (e.g., fund accounting, legal, compliance, technology) to ensure seamless service delivery and problem resolution.
· Develop and implement best practices, policies, and procedures to enhance operational efficiency, accuracy, and client satisfaction.
· Ensure strict adherence to all relevant regulatory requirements (e.g., AML, KYC) and internal compliance policies.
· Participate in client due diligence meetings and present on SS&C's investor services capabilities.
· Identify opportunities for process improvement and technology enhancements to optimize investor service operations.
· Prepare and review management reports, client reporting, and internal metrics.
· Contribute to business development initiatives by providing expertise and support during client pitches and proposals.
Required Experience
· Bachelor's degree in Finance, Accounting, Business Administration, or a related field; MBA or CFA preferred.
· 10+ years of progressive experience in investor services or fund administration, with at least 5…