Director, Client Relationship Management

SS&C Technologies; Boston (MA); Hybrid; USD 100,000 - 175,000; Full time

Job summary

An established industry player in financial services is seeking a Director of Client Relationship Management to lead and nurture key client partnerships. This role offers a hybrid work model, promoting work/life balance and flexibility. You will be responsible for managing a portfolio of clients, ensuring their needs are met while driving strategic initiatives. You'll collaborate closely with senior management and contribute to the growth of the organization by identifying cross-selling opportunities. Join a company that values diverse perspectives and invests in your professional development through comprehensive benefits and training programs.

Benefits

401k Matching Program

Professional Development Reimbursement

Flexible Personal/Vacation Time Off

Medical, Dental, Vision Insurance

Employee Assistance Program

Parental Leave

Discounts on fitness clubs and travel

Qualifications

• 10+ years in financial services with strong client relationship management.
• Proven communication and presentation skills with senior management.

Responsibilities

• Manage key client relationships and ensure service levels meet expectations.
• Organize service level review meetings and capture client feedback.

Skills

Client Relationship Management

Communication Skills

Team Collaboration

Problem Solving

Presentation Skills

Education

Bachelor's Degree

Job description

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, Client Relationship Management

Locations: Boston, MA | Denver, CO | Hybrid

Get To Know Us:

SS&S ALPS offers a full-service partnership approach to a select group of clients (including mutual funds, closed-end funds, ETFs and alternative investment funds) looking for truly customized service. We offer turn-key capabilities that anchor all of the diverse resources needed to run a full-service mutual fund complex.

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:

• Owning and pro-actively managing a portfolio of key client relationships
• Ensuring all SS&C service levels meet or exceed client expectations
• Building trusted relationships with the Clients' key contacts (CEO, COO, etc.)
• Capturing client feedback to drive strategic change initiatives and trend analysis
• Organizing and chairing formal service level review meetings with clients
• Articulating the benefits of SS&C services and business model to clients
• Incorporating client initiatives, needs, and structures into formal account plans
• Fostering strong internal working partnerships within all SS&C service areas
• Identifying cross-selling opportunities within existing client base
• Developing and translating MIS into process / service enhancement recommendations
• Working closely with sales team and contributing to marketing efforts
• Maintaining knowledge of industry trends and their potential impact on SS&C
• Occasional travel is required

What You Will Bring:

• Bachelor's Degree or equivalent experience
• Minimum of 10 years experience in financial services (Registered Funds '40 Act Space)
• Demonstrable communication, relationship, and team skills
• High level of comfort preparing and leading client presentations
• Significant degree of self-motivation and direction
• Tact, professionalism, and savvy in resolving escalated client issues
• Ability to generate ideas and suggest process improvements
• Experience working closely with senior-level management
• Related experience managing client relationships within Fund Administration, Fund Accounting, Transfer Agent, Distribution, Tax, Valuation)
• Experience in asset management, private funds, capital markets a plus

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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. Colorado: Salary range for the position: $100,000 USD to $175,000 USD.