Strategic Client Executive - Relationship Management

SS&C Technologies; New York (NY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision coverage

Wellbeing programs

Job summary

SS&C Technologies in New York is seeking a Strategic Client Executive to lead high-level relationship management for US mutual funds, brokerage, and retirement clients. You will drive demand, grow service offerings, and coordinate with executives to align SS&C solutions with client strategies.

You will engage with senior management to ensure satisfaction, manage contracts, and collaborate across sales, product, and finance to optimize outcomes for key accounts.

Qualifications

• Proven track record in client relationship management, service delivery and/or sales of technology products and services.
• Comprehensive and current knowledge of financial industry trends.
• Superior knowledge of financial products and services including mutual funds, retirement, asset management, alternatives, brokerage, and customer service.
• Superior negotiation and presentation skills at the senior executive level.
• Masterful organizational, communication, and leadership skills.

Responsibilities

• Accountable for strategic client relationship management and account planning.
• Negotiate contracts and grow revenue across client portfolio.
• Coordinate cross-functional teams to address client needs and implement solutions.
• Meet with executives to understand client strategies and share insights internally.
• Identify opportunities to align SS&C solutions with client objectives.
• Provide analytical support for quarterly results and forecasts.
• Develop and deliver complex business presentations to senior leadership.
• Participate in due diligence for strategy, partnerships, and acquisitions.
• Collaborate on pricing and product design decisions.
• Manage designated client strategic partner relationships.

Skills

Client relationship mgmt

Sales of technology products

Negotiation skills

Presentation skills

Leadership and organizational skills

Job description

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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 Title

Strategic Client Executive - Relationship Management

Locations

New York, NY (Hybrid or Remote)

About the Role

As a Principal Client Relationship Executive within US Global and Investor Distributions Solutions, you will build and maintain effective long-term relationships and a high level of satisfaction with key senior-level decision makers and influencers for an assigned group of customer accounts with our US mutual funds, Brokerage, and or retirement client population. In this role, you will identify, develop and create demand for the organization's products and services by raising their profile with customers. Ideally, you will expand and grow the relationships by increasing product and service offerings as well as conducting regular status and strategy meetings with the customer's senior management to understand their needs in order to link them to the organization's product/service strategies. You will do this by working with a highly confident team dedicated to providing exceptional support to our clients and prospects.

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact

• Accountable for strategic client relationship management, client account planning, managing client expectations, developing client solutions, and ensuring that the work performed meets or exceeds contract and service level obligations.
• Negotiate contracts and schedules on behalf of SS&C and grow the revenue attained across their client portfolio.
• Facilitate teams assembled to address a client's business need and ensure that the recommended solutions are successfully implemented.
• Meet with executives and upper management at client organizations to understand the client's business strategies and share this information with key executives in our organization.
• Collaborate with clients to identify areas to improve a client's business or introduce an SS&C solution that aligns with and improve the client's ability to achieve their strategic objectives.
• Coordinate with Corporate FP&A team to provide analytical support and explanations for quarterly results, budgets, and forecasts.
• Develop and deliver complex business presentations to senior leadership internally and externally.
• Proactively participate in modeling and due diligence in support of business strategy, partnerships, and acquisitions.
• Partner with the business in any pricing or product design changes and/or decisions.
• Manage designated client strategic partner relationships with SS&C.
• Partner with sales and marketing leadership to align on strategies, renewal forecasting, coverage plans, and account risk and opportunities.

Required Experience

• Proven track record in client relationship management, service delivery and/or sales of technology products and services.
• Comprehensive and current knowledge of financial industry trends.
• Superior knowledge of products, services, functions and principles in the Financial Services field, including but not limited to mutual funds, retirement, asset management, alternatives, brokerage, and customer service.
• Superior negotiation and presentation skills in both internal and external settings at the senior executive level.
• Masterful organizational, communication, and leadership skills, demonstrated by previous professional success.
• Strong contract management and negotiation skills with a high close rate.
• Ability to foster and develop partnerships across the enterprise.
• Ability to network, partner, and influence leaders in various parts of the organization to move the business forward.
• Ability to manage multiple high priority items at one time.

Benefits

• SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage;

Additional Information

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.