SS&C Technologies

Sales

• Sell directly and engage closely with alliance and channel partners to develop and expand opportunities in aligned accounts
• Develop deep understanding of aligned accounts and relationships with key stakeholders and decision-makers
• Self-generate new pipeline
• Close new business from end-user clients
• Retain and grow current account revenue
• Identify new opportunities for growth and coordinate the sales motion across specialists
• Work alongside alliance partners in joint selling campaigns
• Maintain forecast accuracy so management can properly plan for growth
• Maintain a clean view of current-quarter and future-quarter opportunities and forecasts
• Cover North American Financial Services accounts
• Travel roughly 30-60% of the time

Sales Director

• Present, promote, and sell products and services to prospects and existing customers across the retirement industry
• Guide prospective customers, with SMEs, in developing their retirement-business vision and applying SS&C solutions
• Establish, develop, and maintain positive business and customer relationships
• Expedite resolution of customer problems and complaints
• Coordinate sales efforts with team members and other departments
• Analyze territory/market potential and track sales and status reports
• Provide management with reports on customer needs, problems, interests, competitive activities, and potential new products and services
• Keep abreast of best practices and promotional trends
• Build pipeline opportunities across solution sets
• Hunt for new logos
• Build sales within assigned relationships
• Combine solutions using deep retirement knowledge to meet prospect and client needs
• Continuously improve through feedback
• Achieve agreed-upon sales targets and outcomes within schedule

Senior Sales Executive

Accounting Manager

• Set the vision and direction for a large, multi-functional Private Markets organization
• Shape and execute a forward-looking operating model
• Own and drive the success of the Private Markets business across product strategy, fund accounting and administration, capital accounts, middle office, investment accounting, regulatory reporting, and performance analytics
• Deliver business objectives including P&L and profitability, talent and location strategy, and client satisfaction
• Act as a product champion to evolve offerings according to market and client needs
• Partner with sales and marketing to accelerate growth and support business development
• Use industry, competitive, and technology insights to inform strategic decisions and drive long-term value creation
• Communicate strategy, performance, and results to executives and clients

Senior Director, Private Markets Fund Accounting

Director

• Serve as a member of the Managed Services leadership team
• Partner with the EVP of Managed Services to support departmental strategy, growth, and scalability
• Provide leadership, prioritization, and governance for implementation activities
• Lead the Managed Services Solutions function and provide strategic direction for solution delivery
• Oversee strategic initiatives, operational enhancements, technology solutions, and process improvements
• Build and lead the Managed Services Solutions function, including coaching and developing team members
• Act as the primary business analyst for Managed Services initiatives
• Gather and document business requirements for client requests, operational enhancements, and technology projects
• Identify and prioritize process improvement, workflow optimization, automation, and AI-driven solution opportunities
• Support sales and business development through prospect meetings, solution discussions, and operational due diligence
• Build and maintain relationships with clients, vendors, and internal stakeholders
• Manage assigned projects and strategic initiatives
• Coordinate activities across multiple stakeholders and monitor project progress
• Remove delivery obstacles and ensure objectives and deadlines are achieved
• Maintain expertise in Managed Services operations and client servicing
• Develop and maintain business requirements, process documentation, and procedures
• Serve as a subject matter expert for operational transformation and solution design
• Promote learning and knowledge sharing

Director, Managed Services Solution – Strategy

Full-stack Engineer

• Design, build, test, deploy, and support complex enterprise automation solutions using Blue Prism
• Own automation solutions across discovery, feasibility assessment, design, development, release, production support, optimization, and retirement
• Develop reusable, scalable, and maintainable Blue Prism processes and business objects
• Work with Process Studio, Object Studio, Control Room, Work Queues, Schedules, Credentials, Environment Variables, Releases, and Runtime Resources
• Design exception-handling, recovery, retry, logging, alerting, and operational-support frameworks
• Troubleshoot automation failures across Blue Prism, applications, databases, APIs, virtual machines, credentials, and infrastructure
• Perform root-cause analysis and implement permanent technical fixes
• Monitor live automations and improve stability, resilience, recoverability, and throughput
• Design automation architecture, integration patterns, deployment models, and support models
• Review and refactor unstable or difficult-to-maintain automation solutions
• Integrate Blue Prism with web, Windows, Java, mainframe, Citrix, API, database, file-system, Excel, Outlook, and enterprise platforms
• Build and consume REST and SOAP services; work with XML, JSON, authentication, certificates, tokens, and secure credentials
• Collaborate with infrastructure, architecture, information security, database, application-support, and business teams
• Support environment upgrades, migrations, configuration changes, patching, capacity planning, and platform improvements
• Participate in technical design reviews and enforce scalable, secure, supportable solutions
• Create technical documentation, operational runbooks, deployment instructions, support procedures, and troubleshooting guides
• Conduct technical code reviews and enforce Blue Prism engineering standards and reusable design patterns
• Support release, change, incident, and problem-management activities
• Contribute to automation engineering standards, platform governance, reusable frameworks, and Centre of Excellence practices
• Evaluate additional technologies and work hands-on with APIs, SQL, scripting, cloud services, monitoring, and platform tooling
• Take full technical ownership of assigned solutions and continuously expand technical capability

Senior Software Engineer

General

• Support Alternative Investment clients and provide backup coverage when other team members are out
• Own daily client requests received via email
• Stay compliant with AWD queues and turnaround times
• Review and complete JIRA ticket requests for daily requests received
• Research and resolve system issues reported by customers
• Identify and execute opportunities for process improvement
• Build and maintain documentation of Service Intake Team deliverables

Client Relations Specialist

Operations

• Execute operational processes and procedures
• Onboard new functionality, asset classes, and managers
• Provide operational consulting and execution support for client onboarding, fund launches, counterparty setup, asset class expansion, reporting initiatives, and platform integrations
• Conduct operational reviews to assess client environments and ensure optimal configuration, adoption of new functionality, and scalable, efficient workflows
• Advise on and support integrations across front-, middle-, and back-office systems, third-party vendors, data warehouses, and reporting platforms
• Document business processes and technical requirements, workflow designs, and maintain an up-to-date library of operational artifacts
• Collaborate with internal teams and external stakeholders on daily operational processes, platform optimization, and concurrent projects
• Deliver middle- and back-office operational and onboarding services

Professional Services Consultant – Operations

• Manage a portfolio of alternative investment fund clients, partnering with senior leadership to deliver exceptional client service, oversee engagement timelines, and ensure all deliverables are completed accurately and on schedule
• Review fund governing documents, complex investment transactions, workpapers, management fee calculations, investor allocations, capital activity, and distribution waterfall models for compliance with fund terms and accounting standards
• Oversee preparation and review of financial statements, supporting schedules, and other client deliverables
• Drive consistency, quality, and continuous improvement in review processes and controls
• Lead coordination of year-end audits and collaborate with clients, auditors, and internal tax teams
• Coach, mentor, and develop team members through technical guidance, performance feedback, career development support, and continued learning opportunities
• Build client relationships through client meetings, business development initiatives, and proactive client support
• Contribute to departmental initiatives and operational improvements supporting efficiency, team performance, and business objectives

Associate Director, Hedge Fund Accounting

Product Manager

• Lead product vision, strategy, and execution for SS&C's GenAI-enabled Wholesaler Hub and Enterprise Services platform
• Identify emerging market opportunities, industry trends, and client needs to create differentiated distribution solutions
• Drive rapid learning, experimentation, continuous delivery, and product innovation
• Partner with prospects and clients to understand challenges, workflows, and strategic objectives
• Translate business requirements into product specifications, user stories, process flows, wireframes, prototypes, and visual product concepts
• Work with engineering, architecture, data science, and AI teams to build scalable GenAI solutions
• Ensure solutions leverage LLMs, agentic workflows, retrieval systems, enterprise data platforms, and modern cloud technologies securely and scalably
• Align Product, Engineering, UX, Sales, Marketing, Operations, Data, and Client Success stakeholders
• Lead client discovery sessions, workshops, solution design discussions, and executive-level presentations
• Champion configurable, API-driven, integration-ready enterprise platforms
• Collaborate on integrations with CRMs, data platforms, workflow systems, AI ecosystems, and third-party applications
• Support strategic opportunities, product positioning, pricing discussions, client proposals, and commercialization strategies

Senior Principal Product Manager, GenAI Distribution Solutions

• Develop and maintain scalable web applications using TypeScript, JavaScript, Python, Nest.js, Node.js, and Angular
• Build reusable frontend components and responsive user experiences aligned with enterprise UX standards
• Develop backend microservices and APIs supporting high-volume financial workloads
• Integrate large language models into production applications
• Develop intelligent assistants, copilots, workflow automation tools, and conversational experiences
• Implement prompt engineering, model evaluation, guardrails, and AI governance best practices
• Build semantic search using embeddings, metadata filtering, and hybrid search techniques
• Continuously tune, evaluate, and monitor response quality
• Develop secure RESTful APIs, GraphQL services, and event-driven integrations
• Design scalable microservices architecture patterns
• Develop agent-based workflows using LangChain, LangGraph, or similar frameworks
• Integrate AI agents with enterprise systems, APIs, databases, and third-party financial platforms
• Design multi-step workflows for complex business operations
• Implement OAuth2, OpenID Connect, and SSO authentication and authorization
• Ensure enterprise security, compliance, data privacy, responsible AI, and model governance standards
• Deploy and manage workloads on Azure, AWS, or Google Cloud
• Implement CI/CD, Infrastructure as Code, containerization, and Kubernetes deployments
• Monitor application performance, AI costs, reliability, and operational metrics
• Partner with Product Managers, Solution Architects, Data Engineers, Security teams, and business stakeholders
• Translate business requirements into scalable technical solutions
• Contribute to technical architecture decisions and engineering standards

• Prepare monthly, quarterly, and annual financial statements for real estate funds in accordance with US GAAP/IFRS and fund-specific requirements
• Perform NAV (Net Asset Value) calculations, allocations, and reconciliations
• Maintain general ledger and sub-ledgers for real estate investment entities
• Reconcile bank accounts, investment transactions, and intercompany balances
• Support year-end audit processes, including preparing audit work papers and liaising with external auditors
• Assist in processing capital calls, distributions, management fees, and carried interest in accordance with LPAs and investor reporting statements
• Assist in the preparation of audit packs and act as a key liaison with external auditors
• Coordinate with property managers, asset managers, and valuation teams for property-level financial data
• Track investment performance and prepare portfolio-level reporting
• Ensure compliance with internal controls, accounting policies, and client-specific SLAs
• Contribute to process improvement initiatives and automation projects

Associate Manager – Fund Accounting

• Perform bank reconciliations and post journal entries to ensure accurate financial records
• Deliver accurate work within tight reporting deadlines and own key deliverables
• Prepare and maintain workpapers covering capital activity, investment transactions, and income and expense accruals
• Update and manage distribution waterfall (carried interest) models
• Calculate management fees and produce supporting schedules
• Analyze transaction documentation to understand investment structures, accounting impacts, and accrual requirements
• Support the year-end audit process with internal teams, clients, and external auditors
• Build relationships with clients and stakeholders, including legal counsel, auditors, and tax advisors
• Work with industry experts, modern platforms, and evolving technologies in private markets fund accounting

Senior Associate, Private Markets Fund Accounting

Supervisor

• Lead and develop a team of contact center representatives
• Supervise associates answering investor and advisor calls efficiently and accurately
• Monitor employee productivity and provide constructive feedback and coaching
• Communicate organizational messages between upper management and the team
• Ensure understanding and commitment to organizational and division goals
• Complete regular one-on-one performance discussions and annual reviews
• Collaborate with supervisors and managers to prepare for client meetings and activities
• Motivate employees and create solutions to increase morale and satisfaction
• Ensure adherence to legal and company policies and procedures
• Undertake disciplinary actions when needed
• Understand daily shareholder/participant requests and determine what is needed to complete those requests and inquiries

Investor Services Supervisor

Representative

• Respond to caller inquiries with a high level of accuracy
• Provide an excellent quality customer service experience
• Professionally interact with shareholders, brokers and dealers in an inbound call center
• Provide operational support and issue resolution
• Support inbound calls
• Mentor and train new employees
• Oversee service levels and reporting
• Support client onboarding, training and change initiatives
• Maintain documentation, compliance and quality
• Improve processes and performance

Investor Services Representative II/III

Engineering Manager

• Build, lead, and grow an initial team of 5-6 engineers
• Hire, manage performance, support career development, and provide day-to-day people leadership
• Set team structure, priorities, and delivery roadmap with product and business stakeholders
• Establish engineering culture and practices, including code reviews, on-call rotation, delivery cadence, and technical documentation
• Remain hands-on in architecture, code reviews, and implementation of critical components
• Represent the team and platform roadmap to senior stakeholders
• Set and model agentic SDLC adoption using AI coding agents
• Own architecture for services, APIs, and data pipelines ingesting source-system data and applying ontology mappings
• Make technical decisions on graph databases, relational stores, schema/graph modeling, indexing, and performance
• Guide configuration tools for mappings, rules, and exception handling
• Ensure production-quality ingestion connectors, transformation logic, validation engines, and break-detection pipelines
• Establish version control, automated testing, CI/CD, and observability practices
• Design extensible configuration and integration points for new systems, domains, and rules
• Define and evolve the enterprise ontology and translate it into schemas, graph structures, or data contracts
• Lead source-to-ontology mappings and reconciliation of differing system definitions
• Direct rules and validation frameworks for detecting, triaging, and resolving data breaks
• Leverage and extend the foundational enterprise data platform
• Partner with the data platform team on capability gaps, shared roadmaps, and design decisions
• Translate business, regulatory, governance, and compliance requirements into engineering and product decisions
• Manage technical debt and platform evolution

Sales Director

Senior Sales Executive

Senior Director, Private Markets Fund Accounting

Director, Managed Services Solution – Strategy

Senior Software Engineer

Client Relations Specialist

Professional Services Consultant – Operations

Associate Director, Hedge Fund Accounting

Senior Principal Product Manager, GenAI Distribution Solutions

Senior Software Engineer

Associate Manager – Fund Accounting

Senior Associate, Private Markets Fund Accounting

Investor Services Supervisor

Investor Services Representative II/III

Senior Engineering Manager, Ontology Platform