Associate Director

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.

Associate Director, Investor Services

Bellevue, WA - Hybrid

As the backbone of the investment world, SS&C is committed to excellent client service and our Investor Services teams are fundamental to the delivery of that service. Associate Directors coordinate new client launches, build and maintain strong client relationships and provide guidance and mentorship to their teams.

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.

• Coordinate new client business meetings, clear communication of launch or conversion requirements
• Analyze, establish and review new client launches and conversion fund data in database
• Work with external auditors and accounting to complete confirmation and due diligence requests
• Assist and lead departmental initiatives
• Attend and contribute to operational, client and regulatory meetings in order to maintain and improve client service
• Provide coaching, training and leadership as necessary to the Investor Services team
• Act as an escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues
• Review and validate investor reporting to distribute to investors
• Develop culture of continuous efficiency improvements resulting in increased capacity

• Bachelor’s degree in Finance or related field
• 8+ years’ experience in Investor Services or related field (financial services/fund administration, corporate communications, portfolio management or securities analysis)
• Previous management experience is required
• Strong knowledge of financial services/mutual funds/hedge funds/private equity funds required
• Excellent communication skills, including written, listening and presentation abilities
• Proven ability to work under pressure and meet deadlines
• Strong organizational and relationship building skills

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future.

• medical, dental, and vision coverage
• a 401(k) plan with company match
• paid time off, holidays, and parental leave
• professional development reimbursement opportunity

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.

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.