SS&C Technologies Holdings
Supervisor, Retirement Solutions Call Center (PA2025CCQ4R-015)
SS&C Technologies Holdings, Columbia, South Carolina, United States
Investor Services Supervisor
Location: Arizona, Florida, Georgia, Michigan, Nevada, North Carolina, South Carolina, Tennessee, Virginia | Remote
Get To Know Us SS&C is a global leader in technology-enabled financial services solutions. We hire driven professionals who take pride in delivering results, improving processes, developing people, and doing meaningful work that makes a difference for clients and communities.
This is a leadership role for someone who thrives on accountability, service excellence, and building high-performing teams. As an Investor Services Supervisor, you will lead a team supporting Call Center representatives in the Retirement Servicing space, helping clients and participants navigate complex transactions with precision, empathy, and world‑class service. You will play a critical role in strengthening our service culture, driving operational execution, and shaping an outstanding service experience.
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
Lead and develop a high‑performing team supporting retirement plan participants, plan sponsors, and financial advisors in a fast‑paced service environment
Oversee the evaluation and processing of retirement service requests including contributions, rollovers, distributions, loans, hardship withdrawals, beneficiary updates, and account maintenance
Ensure accuracy, compliance, and timely execution aligned with ERISA, IRS, and internal governance requirements
Support participant education and service excellence, ensuring clear communication and positive retirement outcomes
Manage escalated inquiries and complex case resolution with professionalism and sound judgment
Monitor team performance, service levels, quality, and operational metrics; drive accountability, coaching, and continuous improvement
Partner with operations, technology, and compliance teams to streamline processes and enhance the participant experience
Serve as both a working leader and subject matter expert when business needs require hands‑on support
What You Will Bring
Proven leadership experience within retirement services, recordkeeping, financial services operations, or a retirement‑focused contact center environment
Strong working knowledge of retirement plan operations (such as 401(k), 403(b), IRA, Defined Contribution / Defined Benefit servicing) and related transaction processing
Familiarity with ERISA, IRS, and DOL guidelines, including distributions, rollovers, loans, RMDs, hardship withdrawals, contributions, and beneficiary management
Demonstrated ability to lead, coach, and develop service teams while driving accountability, quality, and performance outcomes
Experience managing escalations, resolving complex participant or plan sponsor issues, and ensuring compliance and accuracy in a regulated environment
Strong analytical and critical thinking skills with the ability to assess risk, identify process improvements, and drive operational efficiency
Excellent communication skills with a service‑first mindset and ability to build trust with participants, sponsors, advisors, and internal stakeholders
Bachelor’s degree preferred; equivalent experience considered with demonstrated expertise in retirement servicing and people leadership
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Get To Know Us SS&C is a global leader in technology-enabled financial services solutions. We hire driven professionals who take pride in delivering results, improving processes, developing people, and doing meaningful work that makes a difference for clients and communities.
This is a leadership role for someone who thrives on accountability, service excellence, and building high-performing teams. As an Investor Services Supervisor, you will lead a team supporting Call Center representatives in the Retirement Servicing space, helping clients and participants navigate complex transactions with precision, empathy, and world‑class service. You will play a critical role in strengthening our service culture, driving operational execution, and shaping an outstanding service experience.
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
Lead and develop a high‑performing team supporting retirement plan participants, plan sponsors, and financial advisors in a fast‑paced service environment
Oversee the evaluation and processing of retirement service requests including contributions, rollovers, distributions, loans, hardship withdrawals, beneficiary updates, and account maintenance
Ensure accuracy, compliance, and timely execution aligned with ERISA, IRS, and internal governance requirements
Support participant education and service excellence, ensuring clear communication and positive retirement outcomes
Manage escalated inquiries and complex case resolution with professionalism and sound judgment
Monitor team performance, service levels, quality, and operational metrics; drive accountability, coaching, and continuous improvement
Partner with operations, technology, and compliance teams to streamline processes and enhance the participant experience
Serve as both a working leader and subject matter expert when business needs require hands‑on support
What You Will Bring
Proven leadership experience within retirement services, recordkeeping, financial services operations, or a retirement‑focused contact center environment
Strong working knowledge of retirement plan operations (such as 401(k), 403(b), IRA, Defined Contribution / Defined Benefit servicing) and related transaction processing
Familiarity with ERISA, IRS, and DOL guidelines, including distributions, rollovers, loans, RMDs, hardship withdrawals, contributions, and beneficiary management
Demonstrated ability to lead, coach, and develop service teams while driving accountability, quality, and performance outcomes
Experience managing escalations, resolving complex participant or plan sponsor issues, and ensuring compliance and accuracy in a regulated environment
Strong analytical and critical thinking skills with the ability to assess risk, identify process improvements, and drive operational efficiency
Excellent communication skills with a service‑first mindset and ability to build trust with participants, sponsors, advisors, and internal stakeholders
Bachelor’s degree preferred; equivalent experience considered with demonstrated expertise in retirement servicing and people leadership
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