Director, Client Account Management - Transfer Agency
$100k - $175kSS&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.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 $100,000 USD to $175,000 USD. Massachusetts: The expected base salary for the position is between $115,000 USD to $215,000 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.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
$140k - $193k
Position SummaryThe Director of Private Client Strategy is responsible for leading... ...the bank’s broader wealth management strategy.Success in this... ...a culture of excellence, accountability, and client-centricity across... ...recruiters or employment agencies ("Agency"), without a...SuggestedFull timeTemporary workLocal areaFlexible hours$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,...SuggestedFull timeWork at officeLocal areaFlexible hours- ...Summary We’re hiring a Treasury Management Strategist to support our... ...Commercial and Treasury Management clients. Key Responsibilities The... ..., Online Banking, Wire Transfer support and Positive Pay processing... ...each client’s normal account activity, as appropriate for...SuggestedFlexible hours
- 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
$125k - $135k
...Broadridge is hiring! We’re seeking a Director of Client Relations to join our stellar team! The... ...input from the client’s senior management on new business directives within their... ...retain and grow revenue.Work closely with account management, to engage operational relationships...Full timeContract workLocal areaRemote work$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- ...Tax Manager - Private Client Services RubinBrown is one of the nation's leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous...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
- ...eShipping is a logistics and transportation management company headquartered in Kansas City,... ...Position Summary This role combines accounting responsibilities with operational analysis... ..., including additions, disposals, transfers, depreciation tracking, and supporting...Work at office
- ...Description As the Corporate Tax Manager, you'll be a member of our... ..., and ASC 740 income tax accounting (either tax provision... ...primary tax relationship with the client, and you will help with the engagement... ...international activity, and transfer pricing Exceptional...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
$1,929 per week
...Registered Nurse (RN) | Nurse Manager Location: Kansas City, MO Agency: Prime Staffing Pay: $1,929 per week Shift Information: Nights -... ...the importance of finding the perfect fit for both our clients and candidates. Prime Staffing utilizes a unique...Permanent employmentFull timeContract workTemporary workImmediate startShift workNight shift$1,929 per week
...Registered Nurse (RN) | Nurse Manager Location: Kansas City, MO Agency: Prime Staffing Pay: $1,929 per week Shift Information: Nights - 3 days x 12 hours Contract Duration: 13 Weeks Start Date: ASAP About the Position ID: 63670464 Shift...Full timeContract workTemporary workImmediate startShift workNight shift$102.17k
...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- ...loyalty, repeat purchases, and positive reviews. Position Summary Accounting Manager is responsible for the day-to-day accounting operations of... ...schedules. Record capital asset additions, disposals, transfers, and retirements. Reconcile fixed asset subsidiary ledger to...Work at officeRemote workMonday to Thursday
- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...success meets success . What You'll Be Doing The Treasury Management Analytics Analyst II independently transforms Treasury...
- ...Accounting Manager Company Description Splintek, Inc., founded in 1996, is an innovation‑driven healthcare company committed to enhancing... ...with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general...Full timeWork at officeLocal area
- ...performance of a segment of Netsmart’s client baseAt Netsmart, improving... ...in financial operations, accounting principles, and effective... ...functional teams including project management, billing and collections,... ..., hiring, promotion and transfer, are based on performance, qualifications...Full timeFor contractorsWork experience placement
- ...We are seeking an experienced and hands-on Accounting Manager to lead critical accounting operations within a dynamic insurance environment... ...reporting. Partner with leadership, auditors, and regulatory agencies to support audits and examinations. Collaborate with teams...For contractorsLocal area
$1,782 - $2,058 per week
...Registered Nurse (RN) | Case Manager Location: Overland Park, KS Agency: National Staffing Solutions Pay: $1,782 to $2,058 per week Shift Information: Days - 5 days x 8 hours Contract Duration: 12 Weeks Start Date: 8/3/2026 About the Position...Full timeContract workShift work$2,365 per week
...Registered Nurse (RN) | Case Manager Location: Kansas City, MO Agency: TalentBurst, Inc. Pay: $2,365 per week Shift Information: Days - 5 days x 8 hours Contract Duration: 13 Weeks Start Date: ASAP About the Position TRAVEL - RN -...Full timeContract workCasual workImmediate startShift work$2,365 per week
...Registered Nurse (RN) | Case Manager Location: Kansas City, MO Agency: TalentBurst, Inc. Pay: $2,365... ...Our team excels in connecting clients with deep, specialized talent pools... ...nation’s third-largest employer, accounting for over 14% of the adult workforce...Full timeContract workCasual workImmediate startShift work$1,782 - $2,058 per week
...Registered Nurse (RN) | Case Manager Location: Overland Park, KS Agency: National Staffing Solutions Pay: $1,782 to $2,058 per week Shift Information: Days - 5 days x 8 hours Contract Duration: 12 Weeks Start Date: 8/3/2026 About the Position...Full timeContract workShift work- 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
- ...Role Summary The Project Director will provide overall... ...excellence, financial management, team leadership and... ...the project lifecycle. Client Relationship Management... ...: Oversees and is accountable for all components of... ...from search firms or agencies. Any resume submitted...For subcontractorNight shift
- ...Traveling Project Manager- Self Perform (AFG) Location: Kansas... ...work to serve innovative clients on large Industrial & Manufacturing... ...in project management and accounting software (Advanced). Proficiency... ...resumes from search firms or agencies. Any resume submitted to any...Contract workFor subcontractorRelocation
- ...Title Capital Project Manager 3500 Rainbow Position... ...s) and other attorney-client information. Inquires... ...project Demonstrates accountability for own actions and decisions... ...and other regulatory agencies Applies and aligns... ...and clearly with the Director on all issues...Full timeFor contractors
- ...Your Responsibilities Lockton’s Accounting Operations (AO) team is... ...accounting function that ensures client monies are accurately and timely applied to Agency Bill (fiduciary), Direct Bill,... ...Kansas City, MO within Lockton Management, LLC. At Lockton, you’ll join a...Permanent employmentShift work
$124k - $280k
...LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Managed Services - Revenue Cycle Coding - Senior Manager, you will... ...related to financial management and strategy. You will analyze client needs, develop financial solutions, and offer guidance to help...Full timeH1b
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