Hybrid Associate Director – Intermediary Relationship Management

Posted 2 months ago

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About the role

  • Associate Director managing financial intermediary relationships for SS&C with expertise in retail alternatives. Leading a team and supporting business initiatives with a strong focus on service excellence.

Responsibilities

  • Lead a team focused on supporting Financial Intermediaries, including wire houses, TPAs, and custodians
  • Support DTCC/AIP development and testing associates
  • Actively supports daily operations by not just overseeing tasks but also learning the skills necessary to complete tasks as needed since they will serve as a backup to direct reports
  • Collaborates with various Transfer Agency teams and leaders to ensure client needs are met
  • Attends and participates in industry calls
  • Supports new business sales initiatives
  • Supports ongoing business projects, including system enhancements and client/intermediary specific requests
  • Supports ongoing daily support items, including managing and resolving technical issues or intermediary inquiries
  • Serves as a liaison between clients and intermediaries
  • Communicates directly with stakeholders with respect to client events, issues, and/or systems enhancements
  • Performs other duties as assigned

Requirements

  • Bachelor’s degree or related experience
  • 5 years of experience in financial services industry
  • Strong understanding of Transfer Agency functions
  • Transfer Agency management experience preferred
  • Transfer Agency system and/or project management experience preferred
  • Ability to work independently, prioritize, and multitask
  • Ability to communicate professionally, both verbally and in writing
  • Willingness to learn and grow both personally and within the organization

Benefits

  • Flexibility: Hybrid work model and business casual dress code, including jeans
  • Your Future: 401k matching program, professional development reimbursement
  • Work/Life Balance: Flexible personal/vacation time off, sick leave, paid holidays
  • Your Wellbeing: Medical, dental, vision, employee assistance program, parental leave
  • Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
  • Training: Hands-on, team-customized, including SS&C University
  • Extra Perks: Discounts on fitness clubs, travel, and more!

Job title

Associate Director – Intermediary Relationship Management

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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