Associate Manager, Investor Services (Fintech)

Location: Hybrid role based in Boston, MA, with listed locations in New York, NY; Union, NJ; Windsor, CT; Braintree, MA; and Jacksonville, FL.

Company

SS&C provides AI-powered technology and services for financial services and healthcare organizations, combining proprietary platforms with industry expertise.

What you will do

• Manage, coach, mentor, and train Investor Services professionals.
• Oversee investor subscriptions, redemptions, transfers, capital calls, distributions, and related communications.
• Serve as the primary contact for institutional clients, resolving issues and supporting client relationships.
• Monitor and improve operational workflows, procedures, accuracy, efficiency, and client satisfaction.
• Collaborate with fund accounting, legal, and compliance teams on service delivery and regulatory requirements.
• Participate in client due diligence meetings and prepare management reports and performance metrics.

Requirements

• Bachelor’s degree in Finance, Business Administration, or a similar field.
• 6+ years of experience in Investor Services or a related financial services field, including at least 2 years in a leadership or supervisory role.
• Strong client relationship management, communication, presentation, and listening skills.
• Experience managing complex projects, working with corporate executives, and motivating teams.
• Strong knowledge of fund structures, investor servicing, AML/KYC compliance, FATCA, and CRS.
• Understanding of private equity, hedge funds, mutual funds, and their investor servicing requirements.

Nice to have

• FINRA Series 6 or 7 license.
• Experience with investor relations software and Microsoft Office Suite, especially Excel.
• Exceptional organization, attention to detail, problem-solving, and analytical skills.
• Ability to work effectively in a fast-paced, deadline-driven environment.

Culture & Benefits

• Hybrid work environment with exposure to industry experts, modern platforms, and large-scale enterprise operations.
• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement.

Hiring process

• Applications are accepted on an ongoing basis until the position is filled.