Senior Director, Investor Services

SS&C Technologies

. Develop and execute strategic initiatives to enhance investor services offerings and operational processes .

Posted 10/8/2026full-timeUnited StatesSenior💰 $135,000 - $240,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive knowledge of investor services operations, including compliance with AML, KYC, FATCA, and CRS regulations, while effectively managing client relationships and leading a team in a fast-paced financial services environment.

Highest-signal resume keywords

Investor Services OperationsRegulatory ComplianceClient Relationship ManagementTeam LeadershipAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investor OnboardingCapital Call ManagementDistribution ProcessesTransfer ProcessesRedemption ProcessesFinancial ReportingProcess AutomationKPI MonitoringAlternative InvestmentsFund Structures

Soft Skills

Interpersonal SkillsCommunication SkillsPresentation SkillsAttention to DetailProblem-Solving Abilities

Tools & Technologies

Investor Services SoftwareFinancial Services Platforms

Industry Keywords

Financial ServicesPrivate EquityHedge FundsAMLKYCFATCACRS

About the role

Key responsibilities & impact

Develop and execute strategic initiatives to enhance investor services offerings and operational processes
Manage and mentor a team of investor services professionals
Oversee end-to-end investor onboarding, capital call, distribution, transfer, and redemption processes
Ensure accuracy, timeliness, and compliance of investor services operations
Act as a primary point of contact for key client relationships
Address complex client inquiries and ensure high client satisfaction
Collaborate with fund accounting, legal, compliance, and technology teams
Monitor and analyze KPIs to identify improvement areas and implement solutions
Ensure adherence to regulatory requirements and internal policies
Lead and participate in client presentations, due diligence meetings, and other client-facing activities
Stay current on industry trends, technological advancements, and regulatory changes
Drive operational efficiencies through process automation and technology utilization

Requirements

What you’ll need

Bachelor’s degree in Finance, Business Administration, Accounting, or a related field
Minimum of 10-15 years of progressive experience in investor services within the financial services industry
Preferably experience focused on alternative investments, such as private equity or hedge funds
Proven leadership experience, including managing large teams and developing talent
Extensive knowledge of investor services operations, including AML, KYC, FATCA, CRS, and other relevant regulations
Demonstrated ability to build and maintain strong client relationships
Excellent written and verbal communication, interpersonal, and presentation skills
Strong analytical and problem-solving abilities with keen attention to detail
Proficiency with industry-standard investor services software and platforms
Ability to work effectively in a fast-paced, dynamic environment and manage multiple priorities
Strong understanding of fund structures, legal documents, and financial reporting

Benefits

Comp & perks

Medical, dental, and vision coverage
401(k) plan with company match
Paid time off
Holidays
Parental leave
Professional development reimbursement opportunity
Eligibility for consideration for an annual discretionary bonus
Eligibility for consideration for equity awards, such as restricted stock units or stock options