San Francisco, CA, USA
38 days ago
Director, Client Relationship Manager

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 Manager

Locations: NYC | San Francisco | Los Angeles Hybrid

Get To Know US:

SS&C Technologies Holdings, Inc. is the technology and services that the average person does not see, nor does the end-user know even exists.  But, if you have a loan, investments in stock, bonds, mutual funds or have a 401(k) plan, it's likely our technology and service drive the operations for the companies that work directly with you.  Just a few of the services and we offer:  accounting, compliance, risk analytics, data management, retirement services, fund operations, and many others.

Why You Will Love It Here!

Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeansYour Future: 401k Matching Program, Professional Development ReimbursementWork/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid HolidaysYour Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental LeaveDiversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on DiversityTraining: Hands-On, Team-Customized, including SS&C UniversityExtra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

Owning and pro-actively managing a portfolio of key client relationshipsEnsuring all SS&C service levels meet or exceed client expectationsBuilding trusted relationships with the Clients' key contacts (CFO, COO, etc.)Capturing client feedback to drive strategic change initiatives and trend analysisOrganizing and chairing formal service level review meetings with clientsArticulating the benefits of SS&C services and business model to clientsIncorporating client initiatives, needs, and structures into formal account plansFostering strong internal working partnerships within all SS&C service areasIdentifying cross-selling opportunities within existing client baseDeveloping and translating MIS into process / service enhancement recommendationsWorking closely with sales team and contributing to marketing effortsMaintaining knowledge of industry trends and their potential impact on SS&COccasional travel is required

What You Will Bring:

Bachelor’s DegreeMinimum of 10 years experience in financial services (preferably investment banking, asset management, and a general understanding of hedge, private equity and real asset structures/businessDemonstrable communication, relationship, and team skillsHigh level of comfort preparing and leading client presentationsSignificant degree of self-motivation and directionTact, professionalism, and savvy in resolving escalated client issuesAbility to generate ideas, leverage MIS, and suggest process improvementsExperience working closely with senior-level managementRelated experience managing client relationships within Fund Administration, Sales, Trading, Risk Management, Operations, OTC Derivatives, or Fund Accounting areas a plusExperience in investment banking, asset management, private funds, capital markets a plus

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at 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.

California: Salary range for the position: $150,000 USD to $200,000 USD.
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