Director, Client Relationship Management

About the role

SS&C 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.

Responsibilities

• 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

Requirements

• Bachelor’s Degree or equivalent experience
• Minimum of 5 years experience in financial services specifically Registered Funds '40 Act Space
• Must have experience managing client relationships within Fund Administration, Fund Accounting, Transfer Agent, Distribution, Tax, Valuation
• 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
• Able to generate ideas and suggest process improvements
• Experience working closely with senior-level management
• Experience in asset management, private funds, capital markets a plus
• Willingness to work on site a minimum of 6 days/month

Qualifications

• Must be willing to work on site a minimum of 6 days/month

Skills

• Communication
• Relationship building
• Teamwork
• Client management
• Strategic thinking
• Industry knowledge
• Process improvement

Benefits

• Medical, dental, and vision coverage
• 401(k) plan with company match
• Paid time off, holidays, and parental leave
• Professional development reimbursement opportunity

Pay

N/A

Schedule

N/A