Director, Investor Services
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Before you apply
Salary$115k – $210k
LocationNew York, NY
Work modehybrid
Typefull-time
SeniorityDirector
Experience8+ yrs
DepartmentInvestor Services
Company size10,000+ people
PostedOct 1, 2026 · 1mo ago
Verified live13h ago
At a glanceSummarised by Seekless from the posting.
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
8+ years of experience in investor services, client services, or fund operations within the alternative investments industry (hedge funds, private equity, real estate)
5+ years of leadership experience or management role, with proven ability to build and motivate high-performing teams
Deep understanding of alternative investment fund structures, operations, and regulatory requirements (e.g., AML/KYC, FATCA, CRS)
Strong knowledge of investor reporting requirements and best practices
Excellent written and verbal communication skills, with the ability to articulate complex information clearly and concisely
Proven ability to build and maintain strong client relationships
Exceptional organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced environment
Proficiency with industry-standard fund administration software (e.g., Geneva, Advent, Yardi) and Microsoft Office Suite (Excel, Word, PowerPoint)
Demonstrated problem-solving abilities and a proactive approach to issue resolution
Ability to work independently and as part of a team
Master degree with 8 years industry experience or CFA is a plus
CFA
Applications will be accepted on an ongoing basis until the position is filled
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
Skills
Geneva
Advent
Yardi
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Benefits
Medical insurance
Dental insurance
Vision insurance
401(k)
Paid time off
Holidays
Parental leave
Professional development reimbursement
About the company
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
As Director, Investor Services, you will lead and manage a team responsible for delivering exceptional client service and operational excellence to SS&C Technologies’ investor base. This role involves overseeing all aspects of investor communication, onboarding, reporting, and inquiry resolution for a portfolio of alternative investment funds.
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 manage a team of Investor Services professionals, fostering a collaborative and high-performing environment.
•
Oversee the day-to-day operations of Investor Services, ensuring accuracy, efficiency, and adherence to regulatory requirements and service level agreements.
•
Act as a primary point of contact for key investor relationships, building and maintaining strong partnerships.
•
Manage the investor onboarding process, including KYC/AML due diligence, subscription document review, and system setup.
•
Supervise the preparation and distribution of investor statements, capital calls, distributions, and other ad-hoc reporting.
•
Ensure timely and accurate resolution of investor inquiries, collaborating with internal teams (e.g., fund accounting, legal, compliance) as needed.
•
Develop and implement best practices, policies, and procedures to enhance the investor experience and operational efficiency.
•
Monitor and analyze team performance metrics, identifying areas for improvement and implementing corrective actions.
•
Participate in client pitches and due diligence meetings, representing SS&C’s Investor Services capabilities.
•
Stay current with industry trends, regulatory changes, and technological advancements impacting investor services.
•
Identify and implement automation opportunities to streamline processes and improve data integrity.
Required Experience
•
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; MBA.
•
8+ years of experience in investor services, client services, or fund operations within the alternative investments industry (hedge funds, private equity, real estate).
•
5+ years of leadership experience or management role, with proven ability to build and motivate high-performing teams.
•
Deep understanding of alternative investment fund structures, operations, and regulatory requirements (e.g., AML/KYC, FATCA, CRS).
•
Strong knowledge of investor reporting requirements and best practices.
•
Excellent written and verbal communication skills, with the ability to articulate complex information clearly and concisely.
•
Proven ability to build and maintain strong client relationships.
•
Exceptional organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced environment.
•
Proficiency with industry-standard fund administration software (e.g., Geneva, Advent, Yardi) and Microsoft Office Suite (Excel, Word, PowerPoint).
•
Demonstrated problem-solving abilities and a proactive approach to issue resolution.
•
Ability to work independently and as part of a team.
Nice to have
What Sets You Apart (preferred qualifications)
•
Master degree with 8 years industry experience or CFA is a plus
Join SS&C, where innovation meets global opportunities. Click here to apply.
Legal
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
Benefits
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Hiring process
Applications will be accepted on an ongoing basis until the position is filled.
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.