Director of Credit Union System Relations leading strategic partnerships for TruStage financial services. Overseeing team dynamics and cultivating key relationships within the credit union ecosystem.
About the role
- Associate Director leading multiple teams in Investor Services for SS&C, a financial services leader. Involves supervision, client relations, compliance, and operational excellence in a hybrid work environment.
Responsibilities
- Perform day-to-day supervision of multiple teams, including involvement in their performance appraisals and ongoing development.
- Provide periodic reports & feedback on investor relation topics, client issues and department initiatives.
- Act as point of escalation contact for clients and other internal service groups.
- Ability to handle and resolve escalated items.
- Coordinate new client business meetings, clear communication of launch or conversion requirements.
- Ability to analyze, establish and review new client launch and conversion fund data in database.
- Work with external auditors and accounting to complete confirmation and due diligence requests.
- Attend and contribute to operational, client and regulatory meetings in order to maintain and improve client service.
- Ensure training is coordinated and implemented for staff, identify needs and action accordingly.
- Review, understand and have ability to discuss fund PPMs/OMs and trade documents.
- Review/Validate investor reporting and distribute to investors.
- Review/approve and release wires and maintain wire instructions.
- Review/process investor transactions in accordance with the Fund’s offering documents.
- Maintain database and dashboard to keep them accurate and current.
- Review fund manager reports per or upon request. i.e. ERISA, Blue Sky,etc.
- Respond and resolve inquiries/issues raised by investors, fund managers or internal counterparts.
- Perform database and application testing as warranted.
- Such other activities as you may be assigned by your immediate Manager, or other SS&C Managers or Directors.
Requirements
- Bachelor’s degree or equivalent work experience
- Supervisory experience
- Knowledge of financial services/mutual funds/ hedge funds/private equity funds preferred
- Good Knowledge of Microsoft Office Products
- Proven Ability to work under pressure and meet deadlines
- Strong organizational and relationship building skills
- Proven training skills and adaptable to various software/database applications
Benefits
- Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans
- RRSP Matching Program, Professional Development Reimbursement
- Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Discounts on fitness clubs, travel and more!
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