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Project Manager – Transfer Agency

Remote, USA Full-time Posted 2026-06-18

SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking a Project Manager for their Transfer Agency team, responsible for project planning, execution, and communication with stakeholders to ensure successful project delivery.

Responsibilities

  • Project Planning: Create and update project plans, schedules, budgets, and resource lists
  • Project Support & Execution: Coordinate tasks with team members, stakeholders, and vendors; help track risks, changes, and issues
  • Progress Tracking: Monitor project progress and assist with status updates, reports, and basic metrics
  • Communication: Schedule meetings, prepare reports, and keep stakeholders informed on project updates and goals
  • Monitoring & Follow-Up: Track risks, identify issues, and keep projects on schedule
  • Project Close-Out: Ensure project deliverables are met and accepted by stakeholders, , collect feedback, and document lessons learned

Skills

  • Bachelor's degree in Business, Finance, Economics, a related field, or equivalent work experience
  • 1–3 years of project management experience, preferably in financial services
  • Solid understanding of project management principles a must
  • Experience managing small to medium-sized projects and delivering them on time and within budget
  • Strong communication and organizational skills, with the ability to manage multiple projects simultaneously
  • Experience with retail alternative investments is a plus

Benefits

  • 401k Matching Program
  • Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off
  • Sick Leave
  • Paid Holidays
  • Medical
  • Dental
  • Vision
  • Employee Assistance Program
  • Parental Leave
  • Discounts on fitness clubs, travel and more!

Company Overview

  • SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial It was founded in 1986, and is headquartered in Windsor, Connecticut, USA, with a workforce of 10001+ employees. Its website is http://www.ssctech.com.
  • Company H1B Sponsorship

  • SS&C Technologies has a track record of offering H1B sponsorships, with 105 in 2025, 59 in 2024, 74 in 2023, 35 in 2022, 30 in 2021, 21 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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