Managing Director

Managing Director Retail Alternatives Transfer Agency

Location: Union, New Jersey

About the Role: We are seeking a Managing Director working across functional teams within our Retail Alts business unit with operating locations in Kansas City, Boston and Denver, USA and Hyderabad, India. This high-impact leadership role oversees strategic client relationships, drives operational excellence, and leads initiatives to grow revenue through expanded client mandates and service penetration. This role may require 25% to 50% US domestic travel.

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:

• Provide executive oversight of client engagements, ensuring delivery excellence, operational rigor, and regulatory compliance.
• Serve as the senior point of contact for key clients, fostering trusted, long-term relationships.
• Identify and capitalize on opportunities to expand existing client relationships, cross-sell services, and drive organic revenue growth.
• Collaborate with business development teams to convert strategic opportunities into commercial wins.
• Lead, mentor, and develop high-performing teams across intermediary services, client delivery and operational support functions.
• Partner with internal stakeholders to design and implement scalable operating models that drive efficiency and client satisfaction.
• Collaborate with global leadership on strategic initiatives, technology deployment and innovation, resource planning, and future-state organizational alignment.

Required Experience:

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field; MBA or advanced degree preferred.
• 15+ years of progressive leadership experience in transfer agency, fund administration, asset servicing, or financial services, including significant experience supporting retail investment products.
• Demonstrated success providing executive oversight of complex client engagements, with accountability for service delivery, operational excellence, regulatory compliance, and risk management.
• Proven ability to build trusted executive relationships with clients while driving client satisfaction, retention, and commercial growth through strategic partnership and business development.
• Deep expertise in transfer agency operations, investor services, intermediary distribution, and the regulatory environment governing financial services.
• Proven executive leadership experience developing high-performing teams, fostering accountability, and collaborating across global, cross-functional organizations to deliver business objectives.
• Strong commercial, strategic, and operational acumen with the ability to identify opportunities to improve client outcomes, enhance operating models, and leverage technology to support business growth and operational efficiency.
• Exceptional executive communication, negotiation, and influencing skills, with the ability to manage multiple strategic priorities and effectively engage clients, regulators, and senior stakeholders.

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.

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.