Client and Business Integration Lead

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

Get To Know Us:
SS&C Global Investor Distribution Solutions (GIDS) provides information processing and computer software services and products. The Company’s operating segments include financial markets, customer management, professional services, and output solutions. SS&C GIDS serves the alternative investments, asset and wealth management, banking and lending, insurance, and real estate industries.

Why You Will Love It Here- Flexibility: Hybrid Work Model- Your Future: Salary Continuance- Work/Life Balance: Flexible Time Off- Your Wellbeing: Private Health Insurance discount, Primary & Secondary Paid Parental leave, Death & TPD Insurance- Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity- Training: Hands-On, Team-Customised, including SS&C University- Extra Perks: Discounts on fitness clubs, travel and more

What You Will Get To Do:
The Client and Business Integration Lead is responsible for planning, coordinating, and delivering client and business initiatives, ensuring their successful implementation across both operational and client-facing teams within the Transfer Agency (TA) function. Acting as a strategic link between product development, project delivery, and business readiness, this role oversees the TA team’s prioritisation and value assessment. It partners closely with project delivery, product, transitions, and business consulting teams to drive engagement, gather and analyse requirements, and support process adoption. The role plays a key part in embedding sustainable change that aligns with business objectives, strategic priorities, and regulatory requirements.- Lead and coordinate business and client change initiatives across the Transfer Agency (TA), ensuring timely, compliant, and value-aligned delivery.- Manage TA’s change intake and prioritisation framework, assessing initiatives by value, risk, and impact.- Collaborate with Operations, Risk, Product, Project Delivery, and Transitions teams to integrate cross-functional change delivery.- Build and maintain a cost-to-serve model to inform resource allocation, efficiency, and profitability.- Oversee implementation planning in partnership with the Business Readiness Lead, ensuring smooth change adoption.- Act as the main contact for BAU and client-driven change, including new funds, process changes, regulatory and digital uplift.- Drive stakeholder engagement and communication, ensuring clarity, alignment, and readiness across internal and external teams.- Support documentation of business requirements, future-state process mapping, and impact assessments.- Coordinate TA inputs to RFPs, due diligence, and strategic deliverables.- Monitor and report initiative progress, risks, and dependencies to leadership and governance forums.- Lead and develop a team of business change analysts, aligning skills to evolving business needs.- Champion continuous improvement and operational excellence, fostering a culture of agility and innovation.- Ensure change initiatives align with compliance and risk frameworks, supporting audit readiness and regulatory standards.

What You Will Bring:
- Deep knowledge of Transfer Agency operations, fund administration, and financial services tech.- Strong leadership, stakeholder engagement, and cross-functional project delivery experience.- Proven expertise in business transformation, process improvement, and implementation planning.- Skilled in project and change management (PRINCE2, PMP, ADKAR, Agile).- Proficient in Visio, Excel, PowerBI, and data-driven performance reporting.- Analytical mindset with strength in problem-solving, prioritisation, and managing ambiguity.- Bachelor’s degree in business, Finance, or related field; MBA preferred.- 15+ years in TA or Custody, with a strong record in leading complex change initiatives.


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.