Director, Investor Services

SS&C Technologies

. Lead, mentor, and manage a team of Investor Services professionals .

Posted 10/8/2026full-timeUnited StatesLead💰 $115,000 - $210,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing investor services operations, including KYC/AML compliance, investor onboarding, and reporting. Proven ability to lead teams, develop best practices, and maintain strong client relationships in the alternative investments industry.

Highest-signal resume keywords

Investor Services ManagementKYC/AML ComplianceAlternative Investment Fund StructuresFund Administration Software ProficiencyClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investor Reporting RequirementsRegulatory ComplianceData Integrity ImprovementPerformance Metrics AnalysisProblem-Solving Abilities

Soft Skills

Excellent Communication SkillsOrganizational SkillsAttention to DetailAbility to Manage Multiple PrioritiesTeam Collaboration

Tools & Technologies

GenevaAdventYardiMicrosoft Office Suite

Certifications & Qualifications

CFAMaster's Degree in Finance, Accounting, or Business Administration

Industry Keywords

Alternative InvestmentsFund OperationsFATCACRSService Level Agreements

About the role

Key responsibilities & impact

Lead, mentor, and manage a team of Investor Services professionals
Oversee day-to-day Investor Services operations, ensuring accuracy, efficiency, regulatory compliance, and adherence to service level agreements
Serve as primary point of contact for key investor relationships
Manage investor onboarding, including KYC/AML due diligence, subscription document review, and system setup
Supervise preparation and distribution of investor statements, capital calls, distributions, and ad-hoc reporting
Resolve investor inquiries in collaboration with fund accounting, legal, and compliance teams
Develop and implement best practices, policies, and procedures
Monitor and analyze team performance metrics and implement corrective actions
Participate in client pitches and due diligence meetings
Stay current with industry trends, regulatory changes, and technological advancements
Identify and implement automation opportunities to streamline processes and improve data integrity

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
8+ years of experience in investor services, client services, or fund operations within the alternative investments industry
5+ years of leadership experience or management role
Deep understanding of alternative investment fund structures, operations, and regulatory requirements, including AML/KYC, FATCA, and CRS
Strong knowledge of investor reporting requirements and best practices
Excellent written and verbal communication skills
Proven ability to build and maintain strong client relationships
Exceptional organizational skills and attention to detail
Ability to manage multiple priorities in a fast-paced environment
Proficiency with fund administration software such as Geneva, Advent, and Yardi
Proficiency with Microsoft Office Suite, including Excel, Word, and PowerPoint
Demonstrated problem-solving abilities and a proactive approach to issue resolution
Ability to work independently and as part of a team
Hybrid work arrangement
Master degree with 8 years industry experience or CFA is a plus

Benefits

Comp & perks

Medical, dental, and vision coverage
401(k) plan with company match
Paid time off
Holidays
Parental leave
Professional development reimbursement opportunity
Annual discretionary bonus eligibility
Equity awards eligibility, such as restricted stock units or stock options