Manager, Investor Services

The Investor Services Manager at SS&C GIDS, Inc. oversees daily operations of the investor services team, manages client relationships, and ensures accurate processing of investor requests and transactions. The role involves team management, process optimization, and handling correspondence and live chat operations.

Location: Arizona; New York; Florida; Texas; Washington; Missouri; Connecticut; New Hampshire; Indiana; Nevada; Michigan; Minnesota; South Carolina; North Carolina; Massachusetts; California; Delaware; Ohio; Colorado; Arkansas; Georgia; Illinois; Iowa - Remote

Salary: $70,000–$80,000/yr (varies by location)

Responsibilities

• Lead, mentor, and develop the Investor Services team.
• Oversee processing of investor subscriptions, redemptions, transfers, and capital activity.
• Ensure compliance with regulatory requirements, policies, and SLAs.
• Act as primary contact for complex investor inquiries and escalations.
• Oversee correspondence and live chat operations, maintaining quality and professionalism.
• Collaborate with internal departments to ensure seamless service delivery.
• Identify and implement process improvements.
• Prepare and review investor statements, reports, and correspondence.
• Participate in client meetings and due diligence.
• Maintain knowledge of fund structures, products, and industry best practices.
• Contribute to development and implementation of new systems and technologies.

Requirements

• Master's degree with 4+ years of related experience, or Bachelor's degree with 6+ years, or high school with 8+ years.
• 2+ years in leadership or supervisory role.
• Strong understanding of fund structures and regulatory frameworks.
• Excellent communication and interpersonal skills.
• Expertise in managing live chat platforms and client correspondence.
• Proven team management and motivation skills.
• Exceptional organizational skills and attention to detail.
• Proficiency in Microsoft Office, especially Excel.
• Experience with investor CRM, digital communication platforms, and fund administration software is desirable.
• Strong problem-solving and analytical skills.
• Ability to work independently and in teams.

Benefits

• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement.

Additional Information

• Base salary varies by location, ranging from $70,000 to $80,000 USD.
• Eligible for discretionary bonus and/or equity awards based on performance.
• Applications accepted until position is filled.