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
- Sigificant 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
- Experience in asset management, private funds, capital markets a plus
- Willingness to work on site a minimum of 6 days/month
Qualifications
- Self-motivated and able to work independently
- Strong interpersonal and communication skills
- Ability to handle multiple tasks and priorities
- Excellent problem-solving and decision-making skills
- Proficient in Microsoft Office Suite
Skills
- Client relationship management
- Financial services industry knowledge
- Strategic planning and implementation
- Team leadership and collaboration
- Process improvement and automation
- Client engagement and satisfaction
Benefits
SS&C offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Pay
Commensurate with experience
Schedule
Hybrid
Company Information
SS&C is a leading financial services and healthcare technology company based on revenue, headquartered in Windsor, Connecticut, with 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.
Equal Opportunity Employer
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.