Investor Services - Associate Manager - Senior Assoicate
Blue Prism Group
Senior Associate or Associate Manager, Investor ServicesAs 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. Our Investor Services Associate Managers collaborate, coach and mentor Associate and Senior level team members while working closely with their own clients.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 ImpactManage and mentor a team of Investor Services professionals, fostering a collaborative and high-performing work environment.Oversee the end-to-end processing of investor subscriptions, redemptions, transfers, and other capital activity, ensuring compliance with fund documents and regulatory requirements.Act as a primary point of contact for a portfolio of institutional clients, addressing inquiries, resolving issues, and building strong, trusted relationships.Ensure accurate and timely delivery of investor statements, capital calls, distribution notices, and other investor-related communications.Monitor and enhance operational workflows and procedures to improve efficiency, accuracy, and client satisfaction.Collaborate with internal departments, including fund accounting, legal, and compliance, to ensure seamless service delivery.Stay abreast of industry best practices, regulatory changes, and technological advancements in investor services.Develop and implement training programs for the Investor Services team to enhance their skills and knowledge.Participate in client due diligence meetings and present on investor services capabilities.Assist in the preparation of management reports and metrics related to investor activity and team performance.Required ExperienceBachelor's Degree in Finance, Business Administration or similar field6+ years' experience in Investor Services or related field financial services industry with at least 2 years in a leadership or supervisory capacityExcellent client relationship management skills with a proven ability to communicate effectively with institutional investors.Demonstrated ability to manage complex projects and work effectively with corporate executives.Excellent communication skills, including written, listening and presentation abilitiesDemonstrated ability to manage and motivate a team, fostering a positive and productive work environment.Strong knowledge of Fund Structures and all aspects of the services provided by an Investor Services Department (e.g., AML/KYC compliance, FATCA, CRS)Strong understanding of various investment vehicles (e.g., private equity, hedge funds, mutual funds) and their associated investor servicing requirements.What Sets You Apart (preferred qualifications)FINRA Series 6 or 7 license preferred but not required.Proficiency in investor relations software and Microsoft Office Suite (especially Excel).Exceptional organizational skills and attention to detail.Ability to work effectively in a fast-paced, deadline-driven environment.Strong problem-solving and analytical abilities.Join SS&C, where innovation meets global opportunities.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. Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.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. Blue Prism Group
$115k - $210k
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...critical, AI-powered technology and services empowering financial services... ...Description Job Title: Associate, Investor Services Locations: New... ...Investor Services Associate Managers collaborate, coach and mentor Associate and Senior level team members while working...Ongoing contractWork at officeWorldwide- ...New York)About New York Life Investment Management With over $800 billion in assets under management... ...a strategic and detail-oriented Sr. Associate, Web Content Manager, to support the... ...content strategy, ideally in financial services, B2B marketing, or another regulated environment...SeniorLocal area
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...people, who bring cutting-edge products and services to life for millions of customers every... ...to their customers. Effectively manage a territory with a high activity and comprehensive... ...'s right for each other, our customers, investors and our communities. Disclaimer:...SeniorBase plus commissionWork experience placementLocal area$17.67 - $28.98 per hour
...Associate Manager Position at 2nd Ave Thrift Job Title: Associate Manager Pay Rate: Our starting... ...for their community-based programs and services. You'll often hear us say that we are "... ...our organization from new hires to senior executives. We develop around 90% of our...Local areaFlexible hours$127.9k - $291.9k
...leader in serving the global financial services marketplace and the only professional services... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality... ..., from executives and entrepreneurs to investors and families, you’ll use your experience...SeniorSummer holidayFlexible hours- ...Job Description The Associate Account Manager works with the region's Senior Account Manager, Account Managers, and District Sales Manager to enhance customer service and streamline sales activity. This role focuses on managing prioritized leads and accounts, delivering...Hourly payWork at officeRelocationMonday to Friday
$110k - $150k
...Join a leading cultural institution as Senior Director of Facilities Operations, overseeing... ...of progressive experience in facilities management, engineering, building operations, or a... ...accountability, collaboration, & strong service standards Salary Range: $110,000 -...SeniorFull timeFor contractorsLocal area- ...DescriptionEisnerAmper is seeking a Manager - FEMA in our Government Services Practice. This role is ideal for... ...Certified Emergency Manager (CEM), Associate Emergency Manager (AEM), Program... ...financial professionals, bankers, and investors who serve these clients....Full timeWork at officeLocal area
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$70k
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$18 - $25.7 per hour
...positive shopping experience by receiving exceptional customer service and product information.Minimum Eligibility RequirementsHigh... ...departmentCommunicate standard operating procedure direction and changes to all associates in a timely mannerComplete the Industrial Truck (forklift)...
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