Investor Services Supervisor - PA-PIS-LO-Q4-2026-N006

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: Investor Services Supervisor

Locations: Remote and Hybrid Locations Available within the United States

About the Role

The Investor Services Supervisor is responsible for leading and developing a team of contact center representatives. As a supervisor, you will aid in the satisfaction and overall experiences our clients have with our organization. You will be the frontline and voice of our clients by supervising a team of associates whose job responsibilities are to answer calls from investors and advisors efficiently and accurately.

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

• Monitor employee productivity and provide constructive feedback and coaching
• Communicate organizational messages from upper management to the team and vice versa; ensure understanding and commitment towards organizational and division goals.
• Complete regular one on one performance discussions and annual reviews.
• Work closely with other supervisors and managers to prepare for client meetings and other activities to ensure client satisfaction.
• Motivate employees and create solutions to increase employee morale and satisfaction. Ensure adherence to legal and company policies and procedures; undertake disciplinary actions if the need arises.
• Understands daily shareholder/participant requests and knows what is needed in order to complete those requests/inquiries

Required Experience

• Bachelor’s degree or 2 years of related industry and leadership experience preferred
• Working knowledge of financial services industry preferred.
• Thorough knowledge of transfer agency operations policies, procedures and legals.
• Leadership skills utilized to effectively monitor and develop subordinates to ensure smooth operations of department, including training, evaluation and communication of expectations, requirements and results, and ensuring implementation and consistent application of corporate policies, procedures, and quality standards.
• Decision making, prioritization and delegation skills are required to effectively manage daily operations. Planning and goal setting skills are required to ensure highest client service levels are provided.
• Ability to listen and communicate clearly and effectively, both verbally and in writing, in order to present, discuss and advise client(s), subordinates, upper management and other internal departments. Presentation skills are required to participate in client visits and presentations.

Join SS&C, where innovation meets global opportunities. Click here to apply.

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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.

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.Colorado: The expected base salary for the position is between $61,300.98 USD to $82,936.62 USD. Massachusetts: The expected base salary for the position is between $58,000.00 USD to $85,795.11 USD.In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.

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.