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Jobs · Business Development · Massachusetts

Director, Client Relationship Management

SS&C Technologies · Boston, MA · 2 wk ago
HybridBusiness DevelopmentFull-time

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

  • Willingness to work on site a minimum of 6 days/month

Skills

  • Communication skills
  • Relationship building skills
  • Teamwork skills
  • Client relationship management
  • Strategic planning
  • Project management
  • Financial services experience
  • Leadership skills

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

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

Application Instructions

Applications will be accepted on an ongoing basis until the position is filled.

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.

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