Director - Retail Alternatives Transfer Agency; Product and Sales Support

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Director - Retail Alternatives Transfer Agency; Product and Sales Support

Location: Boston, MA | Braintree, MA | Waltham, MA | Kansas City, MO | New York, NY | Union, NJ - Hybrid

Get To Know Us:

This role is responsible for developing and maintaining exceptional client relationships while overseeing service and support activities. The position ensures operational excellence, high client satisfaction, and alignment with program and delivery standards. Acting as a strategic partner, this leader works cross-functionally to drive proactive service delivery, optimize fee structures, support sales efforts, and influence enterprise-level initiatives.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives:Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

Client Relationship Management & Service Delivery

• Serve as the primary point of contact for product and sales support within the retail alternatives transfer agency.
• Develop a deep understanding of client business models, operational/product needs, and develop deep understanding of services across the retail alternatives transfer agency.
• Ensure quality service delivery and operational performance within established program and delivery standards.
• Drive proactive service and relationship support across the organization to enhance client satisfaction and operational efficiency.

Strategic Leadership & Operational Impact

• Act as a senior leader with broad operational or functional responsibility, collaborating with other senior leaders and executives to define and achieve strategic objectives.
• Apply in-depth company knowledge, specialized expertise, and influence to resolve critical, complex, and high-impact issues.
• Participate in the development and administration of large-scale programs and projects with significant impact on operational or functional success.

Fee Strategy & Revenue Optimization

• Analyze and guide fee structures for retail alternatives TA products in partnership with Finance to ensure alignment with targeted profit margins.
• Identify revenue uplift opportunities by assessing clients whose fee structures are below desired profitability thresholds.
• Collaborate with Relationship Management teams to develop and execute strategies to appropriately align and optimize client fees.
• Lead discussions on fee structures and contract terms for new prospects, existing clients, and the introduction of new services.

Sales, Marketing & Industry Engagement

• Support sales efforts by participating in prospect and existing client meetings, presentations, and product demonstrations.
• Attend industry events, marketing functions, prospect meetings, and relevant forums to stay informed on industry trends and regulatory or market changes.
• Proactively communicate industry insights and emerging developments to internal leadership teams to ensure organizational preparedness.
• Collaborate with sales and support teams to demonstrate the value of the firm's support offerings and identify opportunities for expanded business.

Client Collaboration & Innovation

• Partner with the Operational Strategy Lead to survey clients and host advisory meetings with clients, fintech partners, and dealer firms.
• Gather insights to align on future initiatives, product enhancements, and service improvements clients would like the organization to pursue.
• Help drive client adoption of key company initiatives and platforms, including AltServe Connect and other strategic solutions.

What You Will Bring:

• Bachelor's degree or equivalent experience
• 8 years of proven experience in client relationship management, operational leadership, or strategic service delivery
• Strong financial acumen with experience analyzing fee structures and profitability
• Demonstrated ability to influence senior stakeholders and lead cross-functional initiatives
• Excellent communication, presentation, and client-facing skills
• Knowledge of DTC AIP, NSCC, and fintechs that support alternative investment products and registered alternatives such as interval funds, tender funds, NT REIT, and NT BDC.
• Transfer Agency experience with SS&C platforms preferred.

Salary/wage rate is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

The expected base salary for the position in MA is between $100,000 USD to $195,000 USD.

In addition to their salary, successful candidates may be eligible to receive an annual discretionary bonus and stock options.

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

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.