Associate Director leading innovation initiatives for LGBTQ+ health at Penn. Overseeing project execution and sustainability strategies to improve health outcomes.
About the role
- Associate Director managing financial intermediary relationships for SS&C with expertise in retail alternatives. Leading a team and supporting business initiatives with a strong focus on service excellence.
Responsibilities
- Lead a team focused on supporting Financial Intermediaries, including wire houses, TPAs, and custodians
- Support DTCC/AIP development and testing associates
- Actively supports daily operations by not just overseeing tasks but also learning the skills necessary to complete tasks as needed since they will serve as a backup to direct reports
- Collaborates with various Transfer Agency teams and leaders to ensure client needs are met
- Attends and participates in industry calls
- Supports new business sales initiatives
- Supports ongoing business projects, including system enhancements and client/intermediary specific requests
- Supports ongoing daily support items, including managing and resolving technical issues or intermediary inquiries
- Serves as a liaison between clients and intermediaries
- Communicates directly with stakeholders with respect to client events, issues, and/or systems enhancements
- Performs other duties as assigned
Requirements
- Bachelor’s degree or related experience
- 5 years of experience in financial services industry
- Strong understanding of Transfer Agency functions
- Transfer Agency management experience preferred
- Transfer Agency system and/or project management experience preferred
- Ability to work independently, prioritize, and multitask
- Ability to communicate professionally, both verbally and in writing
- Willingness to learn and grow both personally and within the organization
Benefits
- 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!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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