Director, Client Account Management - Transfer Agency
SS&C Technologies
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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 DescriptionDirector, Client Account Management – Transfer Agency Locations: Boston, MA; Braintree, MA; Denver, CO; Kansas City, MO (hybrid)About the RoleProvides financial product support services with a customer-focused approach. Provides proactive and innovative solutions to customers. Manager of staff leaders for multiple departments, or manager of professionals who work on issues that require in-depth knowledge or specialized skills. Exercises wide-latitude to make decisions to achieve defined goals. Establishes operational objectives and provides strong tactical leadership. Coordinates with senior management or executives on critical cross-departmental or functional issues, removing barriers to operational success. Participates in the development and implementation of company policies. Accountable for the results of one or more departments.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 Oversee all operational activities associate with new client onboardingWork with internal and external auditors to complete Sarbanes Oxley requestsAssist and lead departmental initiativesAttend 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 Operations team Act as an escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues Monitor operational Key Performance Indicators and manage improvement plans Develop culture of continuous efficiency improvements resulting in increased capacity Required Experience Bachelor’s degree in Finance or related field or equivalent experience10+ years’ experience in Transfer Agency or 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 Willingness to travel domestically 25% to 50%Join SS&C, where innovation meets global opportunities. Click here to apply. #LI-RS1#HYRBRIDUnless 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.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.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.SummaryLocation: Kansas City, MO; Denver, CO; Braintree MA - 30 Braintree Hill Park; Boston MA - One Post Office SquareType: Full time
$70k - $130k
...technology.Job DescriptionManager, Client Relationship Management Location: Kansas City, MO; Boston,... ...functional teams (sales, compliance, fund accounting, technology, billing, legal) to... ...preference for experience in transfer agency, investor servicing or wire housesExperience...SuggestedOngoing contractFull timeWork experience placementWork at office- ...Senior Director, Account Management The Senior Director, Account Management at Signal Theory is a key client stakeholder, oftentimes in partnership with the Co-CEO, VP Account Management... ...Self-identify opportunities to lead agency-focused initiatives to benefit the...SuggestedWork at office
$90.69k - $113.36k
...Accounting Manager Fike Corporation, a rapidly growing international manufacturer of pressure... ...cash or check deposits into electronic transfers. Reviews transactions prior to month-end... ...employees, management, and external agencies to maximize performance, creativity, problem...SuggestedFor subcontractorWork at officeLocal areaWorldwide- ...in Overland Park, KS, is seeking a full-time Treasury Management Operations Specialist (Client Support) to handle a range of TM products and client interactions... ...will work across TM services such as ACH, RDC, wire transfers, online banking, and related systems, with a focus on...SuggestedFull time
- The Director, Client Support is responsible for providing strategic leadership within the client... ...decisions. Lead and mentor managers by developing the next generation of client... ...organizations, or government-affiliated healthcare agencies Experience leading AI-enabled customer...SuggestedFull timeWork experience placement
$70k - $80k
...Job Title: Manager - Accounting Department: Administration - Fiscal FLSA Status... ...reports directly to the Director of Finance. Works in a financial... ...environment to assist the Agency in meeting various financial... ...termination, layoff, recall, transfer, leaves of absence,...Full timeWork at officeLocal areaFlexible hours- Job Description The National Director, Client Service Operations, is responsible for the strategic... ...of AI, and overall effectiveness of agency operations for the Property Casualty division... ...for client service and resource management across the business. Serve as an active...Temporary workWork at office
- ...Driver, based in Kansas City, is looking for a Director of Engagement — Integrated Strategy to lead client relationships and deliver strategic solutions. This senior role requires strong agency experience and the ability to manage complex, multi-disciplinary projects. The...Flexible hours
- FREELANCE / CONTRACT | Director, Public Relations | Agriculture Client BarkleyOKRP PR believes that modern consumers... ...: Serving as PR lead on agency account Strategic communication planning... ...and direction Client relationship management and counsel Event planning and management...Contract workFor contractorsFor subcontractorFreelanceWork at officeVisa sponsorship
$170k - $252.5k
...leader to head Fund Accounting service delivery for... ...our most significant clients. This role carries full... ...through both active management and participation in... ...model. The Managing Director will be the senior accountable... ..., Middle Office, Transfer Agency, Reporting, and other...Full timeTemporary workWork at officeFlexible hours- ...Risk Management DirectorLocation: Kansas City, MO, US,... ...Summary The Risk Management Director leads the Risk... ...organization including Legal, Accounting/Finance, Operations,... ..., and other risk transfer solutions. Oversees project... .... Oversees surety agency and bond services, including...For contractorsFor subcontractor
- As the Corporate Tax Manager, you’ll be a member of our corporate... ...compliance, and ASC 740 income tax accounting (either tax provision... ...primary tax relationship with the client, and you will help with the... ...international activity, and transfer pricing Exceptional client service...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
- ...certified public accounting and health and human... ...accounting, data management and consulting... ...primarily state Medicaid agencies, and the federal... ...our government clients with complex... ...intergovernmental transfers, and certified... ..., State Medicaid Director letters, and CMS...Daily paid
- ...Private Client Services Tax ManagerRubinBrown is one of the nation's leading accounting and professional consulting firms with a commitment to building personal relationships... ...and St. Louis.A Private Client Services Tax Manager is a key participant in client service, team...Work at officeWeekend workAfternoon shift
- ...drive success and positive change for our clients, our people and our communities. CRB is... ...a results-driven and detail-oriented Accounting Manager to lead our accounting team in... ...unsolicited resumes from search firms or agencies. Any resume submitted to any employee of...Work at office
$160k - $210k
...largest 5g network, in search of a Director of Accounting to lead the Record to Report team!... ...accounting experience 7+ years of people management experience Bachelor's Degree in... ...2 weeks ago Managing Director - Transfer Agency Client Relationship Management Kansas City...Full time3 days per week- ...with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office... ...fast-growing industries, Aprio ensures clients are prepared for wherever life or business... ...fast-growing firm looking for a Senior Tax Manager to join their dynamic team. The ideal...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours
- RubinBrown LLP in Kansas City seeks a Private Client Services Tax Manager to provide high-level tax planning, compliance and client service for high net worth individuals and business owners. Responsibilities include managing engagements, reviewing work papers, mentoring...
- ...Managing Director, Fund Accounting About the Company Expanding provider of investment management, research & trading services Industry Financial... ...leading the fund accounting service delivery for a key client, ensuring the highest standards of control, governance,...
$72k - $141k
...service strategies while managing underwriting branch partnerships and agency relationships across an assigned National Accounts territory. The position supports... ...a high level of client engagement to maintain competitiveness... ...RelationshipTypically Director or aboveSkills, Knowledge...Full timeWork experience placementWork at office$178.78k
...Description CDM Smith is seeking a Manager, Project Accounting, to lead and oversee the project... ...operate as diverse as the needs of our clients. CDM Smith Inc. and its divisions and... ...-1B or TN Visas for this position Agency Disclaimer All vendors must have a...Work experience placementH1bWork at officeRemote work- A national accounting and advisory firm in Kansas City is looking for an experienced tax professional to lead corporate tax projects and manage client relationships. The ideal candidate will have 4-7 years of experience, an active CPA license, and comfort with a hybrid...
- A leading public accounting firm is seeking an experienced Tax Manager to lead its tax practice. This role offers flexibility through a hybrid work model or fully remote option. Candidates should possess 5+ years in public accounting with a focus on tax and a CPA license...Remote job
- ...Description Position Summary The Accounting Manager leads the accounting function across the organization, ensuring accurate financial records... .... Oversee and direct all accounting functions for multiple agencies, including accounts payable and receivable, payroll, and...Work at officeWork from homeHome office
- Overview As the Corporate Tax Manager, you’ll be a member of our... ...compliance, and ASC 740 income tax accounting (either tax provision... ...primary tax relationship with the client, and you will help with the... ...international activity, and transfer pricing Exceptional client service...Work at officeLocal area
$64.7k - $97.1k
...vision, disability, absence management, life, supplemental health,... ...delivery of member, provider, client, and internal support... ...appropriate use of queues, transfer protocols, and knowledge resources... ...hold leaders and team members accountable for performance, quality,...Work at officeLocal area2 days per week$55.8k - $60k
...Staff Accountant IThe Staff Accountant I analyzes... ...Premium Accounting Director and upper management as neededPerform monthly... ...detailed analysis.Agency management system /... ...service we provide our clients, trading partners,... ...firing, promoting, transferring, compensation, benefits...Full timeWork experience placement- Responsibilities Client Management Providing senior-level counsel to clients and internal teams on communications strategy, stakeholder dynamics... ...understanding of the macro industry with which a client account is associated for the benefit of offering best in class...Local area
$53k - $90k
Account Executive - The Brad Cross Agency 5 days ago Be among the first 25 applicants Get AI-powered advice on... ...the insurance industry by giving clients the power of choice, utilizing a smarter... ...in Salesforce, sales process management, business development and more....Local area- ...Traveling Project ManagerProject Management/OperationsKansas City, KS • Full-Time/RegularPosition... ...– after all, that's what we do!You're accountable and take initiative on your projects.... ...of employment at this time.External Agency Announcement: It's Southland Industries'...Full timeImmediate startRelocation packageFlexible hours
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