Director Product and Client Support - DBC Finance
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Preserve all substantive info. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Include a section only when posting has real, specific content for it — never emit heading followed by filler/placeholder text. Prefer few substantive sections over many thin ones.
We need to parse the job posting.
Key content:
- Intro about SS&C (company description) maybe not needed? It's part of job description but could be considered "About the role"? Actually "About the role" could be description of role. The posting includes "Getting to know us:" and then description of company. Might be considered "About the company". But we only have headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can map content accordingly.
We have sections:
- "Why You Will Love It Here!" includes bullet points: Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans; Your Future: 401k Matching Program, Professional Development Reimbursement; Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays; Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave; Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees; Training: Hands-On, Team-Customized, including SS&C University; Extra Perks: Discounts on fitness clubs, travel and more!
That's benefits. So we can create Benefits section with list.
- "What You Will Get To Do:" includes bullet points under categories: Client Support & Relationship Management, Product Strategy & Development, Stakeholder & Cross-Functional Collaboration, Market Research & Competitive Intelligence, Product Quality & Governance. Those are responsibilities. So we can create Responsibilities section with list of duties (maybe sub-bullets). We'll flatten into list items.
- "What you will bring:" includes required qualifications: Bachelor's degree..., 5-8 years..., Experience working with a: list of types, Demonstrated experience in product management..., Strong understanding..., Exceptional analytical..., Strong written..., etc. That's qualifications/requirements. Could be Requirements section.
- "Preferred Qualifications" includes MBA, CPA..., Experience supporting financial software..., Knowledge of product management..., Experience working with cross-functional..., Familiarity with automation... That's also qualifications but preferred. Could be Qualifications section (maybe separate Required vs Preferred). But we can combine into Requirements and Qualifications? The instruction says use headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to decide mapping.
We have:
- About the role: maybe a brief paragraph summarizing role purpose. Could be from "We are seeking an experienced and highly motivated Director, Product Development & Client Solutions to support and enhance our DBC Finance platform. This role serves as the primary liaison between clients, business stakeholders, and product development teams, ensuring that product capabilities align with market needs, client expectations, and strategic business objectives. The ideal candidate will bring deep expertise in finance, preferably municipal finance, combined with strong product management and client relationship skills. This individual will act as the internal champion for product innovation and client success while helping drive the future evolution of the platform. The position offers significant growth potential into a broader leadership role within the organization". That's good for About the role.
- Responsibilities: the "What You Will Get To Do:" bullet points.
- Requirements: maybe the mandatory qualifications (Bachelor's degree, 5-8 years experience, experience working with..., demonstrated experience..., strong understanding..., exceptional analytical..., strong written/verbal...). That's requirements.
- Qualifications: maybe the preferred qualifications (MBA, CPA, etc.) plus maybe skills? But we also have Skills heading. Could separate skills: Strong analytical, organizational, problem-solving, communication skills. Those are skills. But we could put them under Skills.
- Benefits: from "Why You Will Love It Here!" plus also benefits mentioned later: "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; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity." Also salary info: Pay section: "Actual base salary will vary based on several factors... New Jersey: The expected base salary for the position is between 130000 USD to 140000 USD. New York: The expected base salary for the position is between 130000 USD to 140000 USD. In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion."
Thus we have Pay section with salary ranges for NJ and NY, plus bonus/equity note.
- Schedule: Not mentioned explicitly. There's hybrid work model mentioned under benefits. No explicit schedule (full-time, hours). So we should not create Schedule section because no specific content.
- Skills: Could list skills like Strong analytical, organizational, problem-solving skills; Strong written and verbal communication skills; Ability to engage executive stakeholders and technical teams; etc. Also maybe "Experience working with cross-functional and distributed teams" is a skill. But we might put under Qualifications or Requirements. However we have separate Skills heading; we can create Skills section with list of skills.
We need to avoid filler like "commensurate with experience", "not specified", etc. We have actual specifics.
We must not repeat job title as heading. Not include Job ID.
We must remove boilerplate: EEO statement, application instructions, unsolicited resumes note, etc. Also remove duplicated lines like "Job Description Job Description". Also remove "Getting to know us:" maybe part of About the role? We'll incorporate.
We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep all details from the posting that are substantive. That includes company description? Might be considered substantive but not required for role? The instruction says preserve ALL substantive information; but we can omit boilerplate. Company description is substantive but maybe not needed for role? However it's part of the posting. Could be included under About the role or maybe a separate "About the company" but we don't have that heading. We could include it in About the role paragraph as context. But we must not lose info. Let's see: The posting starts with "SS&C is a leading provider..." then later repeats similar. That's company overview. Might be considered substantive but not directly about role. However we could include it in About the role as a brief intro. But we need to avoid duplication. We'll include a concise paragraph that captures the company description without losing details: "SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations. Founded in 1986, headquartered in Windsor, Connecticut, with 27,000+ employees in 35 countries, serving over 20,000 financial services and healthcare organizations." That's from the text. We'll keep that.
Now we need to output only HTML fragment, no /, no markdown fences.
We'll structure:
About the role
... (company overview + role purpose)
Responsibilities
- Client Support & Relationship Management: Serve as the primary point of contact for clients using DBC Finance software; provide daily support related to product inquiries, issue resolution, user guidance, and training; develop trusted relationships with clients, ensuring high levels of satisfaction and engagement; identify opportunities to improve client adoption and utilization of platform capabilities.
- Product Strategy & Development: Gather and document business requirements from clients and internal stakeholders; define product enhancements and prioritize development initiatives based on business value and client needs; collaborate with development teams to translate business requirements into functional product solutions; assist with annual product release planning, testing, validation, and market readiness activities; develop and maintain product roadmaps aligned with strategic objectives.
- Stakeholder & Cross-Functional Collaboration: Act as the bridge between executive leadership, end users, product teams, and external partners; collaborate closely with other SS&C business units, including Blue Prism and related teams; facilitate communication between technical and non-technical stakeholders to ensure alignment on priorities and deliverables; support strategic initiatives that enhance product capabilities and customer experience.
- Market Research & Competitive Intelligence: Monitor industry trends, regulatory developments, and emerging technologies within municipal finance and related markets; conduct ongoing competitive analysis to identify market opportunities, risks, and product differentiation strategies; provide recommendations to leadership regarding new capabilities, market demands, and strategic positioning.
- Product Quality & Governance: Establish acceptance criteria and validate product enhancements against business requirements; ensure deliverables meet functional, operational, and return-on-investment expectations; monitor project milestones and assist in ensuring initiatives remain aligned with scope, budget, and strategic goals; advocate for the voice of the customer throughout the product lifecycle.
Requirements
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.
- 5-8 years of progressive experience in finance, preferably municipal finance.
- Experience working with a municipal issuer, financial institution/bank, municipal advisor, or financial technology or software organization serving municipal finance clients.
- Demonstrated experience in product management, product development, business analysis, project management, or client-facing consulting roles.
- Strong understanding of financial markets, debt issuance, municipal financing structures, and related workflows.
- Exceptional analytical, organizational, and problem-solving skills.
- Strong written and verbal communication skills with the ability to effectively engage executive stakeholders and technical teams.
Skills
- Analytical thinking
- Organizational abilities
- Problem‑solving
- Written and verbal communication
- Stakeholder engagement (executive and technical)
- Cross‑functional collaboration
- Experience with financial software, SaaS platforms, or enterprise applications (preferred)
- Knowledge of product management methodologies, requirements documentation, product roadmaps, and release management processes (preferred)
But we might double-count some items. Perhaps better to keep Skills separate from Requirements: Skills could be the soft skills: analytical, organizational, problem-solving, communication. The preferred qualifications could be under Qualifications heading. Let's follow the headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
Thus:
- Requirements: mandatory qualifications (Bachelor's, 5-8 years, experience types, demonstrated experience, strong understanding, analytical/org/problem-solving, communication). That covers many.
- Qualifications: preferred qualifications (MBA, CPA, experience supporting financial software/SaaS/enterprise apps, knowledge of product management methodologies, experience with cross-functional/distributed teams, familiarity with automation/workflow management). Also maybe "Experience working with cross-functional and distributed teams" is a qualification.
- Skills: maybe we can list specific skills like "Strong analytical, organizational, and problem-solving skills; Strong written and verbal communication skills". But those are already in Requirements. To avoid duplication, we could put them under Skills and keep Requirements more about experience/education. However the instruction says preserve ALL substantive information; duplication is okay as long as we don't lose info. But we should avoid unnecessary
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Preserve all substantive info. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Include a section only when posting has real, specific content for it — never emit heading followed by filler/placeholder text. Prefer few substantive sections over many thin ones. We need to parse the job posting. Key content: - Intro about SS&C (company description) maybe not needed? It's part of job description but could be considered "About the role"? Actually "About the role" could be description of role. The posting includes "Getting to know us:" and then description of company. Might be considered "About the company". But we only have headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can map content accordingly. We have sections: - "Why You Will Love It Here!" includes bullet points: Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans; Your Future: 401k Matching Program, Professional Development Reimbursement; Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays; Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave; Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees; Training: Hands-On, Team-Customized, including SS&C University; Extra Perks: Discounts on fitness clubs, travel and more! That's benefits. So we can create Benefits section with list. - "What You Will Get To Do:" includes bullet points under categories: Client Support & Relationship Management, Product Strategy & Development, Stakeholder & Cross-Functional Collaboration, Market Research & Competitive Intelligence, Product Quality & Governance. Those are responsibilities. So we can create Responsibilities section with list of duties (maybe sub-bullets). We'll flatten into list items. - "What you will bring:" includes required qualifications: Bachelor's degree..., 5-8 years..., Experience working with a: list of types, Demonstrated experience in product management..., Strong understanding..., Exceptional analytical..., Strong written..., etc. That's qualifications/requirements. Could be Requirements section. - "Preferred Qualifications" includes MBA, CPA..., Experience supporting financial software..., Knowledge of product management..., Experience working with cross-functional..., Familiarity with automation... That's also qualifications but preferred. Could be Qualifications section (maybe separate Required vs Preferred). But we can combine into Requirements and Qualifications? The instruction says use headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to decide mapping. We have: - About the role: maybe a brief paragraph summarizing role purpose. Could be from "We are seeking an experienced and highly motivated Director, Product Development & Client Solutions to support and enhance our DBC Finance platform. This role serves as the primary liaison between clients, business stakeholders, and product development teams, ensuring that product capabilities align with market needs, client expectations, and strategic business objectives. The ideal candidate will bring deep expertise in finance, preferably municipal finance, combined with strong product management and client relationship skills. This individual will act as the internal champion for product innovation and client success while helping drive the future evolution of the platform. The position offers significant growth potential into a broader leadership role within the organization". That's good for About the role. - Responsibilities: the "What You Will Get To Do:" bullet points. - Requirements: maybe the mandatory qualifications (Bachelor's degree, 5-8 years experience, experience working with..., demonstrated experience..., strong understanding..., exceptional analytical..., strong written/verbal...). That's requirements. - Qualifications: maybe the preferred qualifications (MBA, CPA, etc.) plus maybe skills? But we also have Skills heading. Could separate skills: Strong analytical, organizational, problem-solving, communication skills. Those are skills. But we could put them under Skills. - Benefits: from "Why You Will Love It Here!" plus also benefits mentioned later: "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; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity." Also salary info: Pay section: "Actual base salary will vary based on several factors... New Jersey: The expected base salary for the position is between 130000 USD to 140000 USD. New York: The expected base salary for the position is between 130000 USD to 140000 USD. In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion." Thus we have Pay section with salary ranges for NJ and NY, plus bonus/equity note. - Schedule: Not mentioned explicitly. There's hybrid work model mentioned under benefits. No explicit schedule (full-time, hours). So we should not create Schedule section because no specific content. - Skills: Could list skills like Strong analytical, organizational, problem-solving skills; Strong written and verbal communication skills; Ability to engage executive stakeholders and technical teams; etc. Also maybe "Experience working with cross-functional and distributed teams" is a skill. But we might put under Qualifications or Requirements. However we have separate Skills heading; we can create Skills section with list of skills. We need to avoid filler like "commensurate with experience", "not specified", etc. We have actual specifics. We must not repeat job title as heading. Not include Job ID. We must remove boilerplate: EEO statement, application instructions, unsolicited resumes note, etc. Also remove duplicated lines like "Job Description Job Description". Also remove "Getting to know us:" maybe part of About the role? We'll incorporate. We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep all details from the posting that are substantive. That includes company description? Might be considered substantive but not required for role? The instruction says preserve ALL substantive information; but we can omit boilerplate. Company description is substantive but maybe not needed for role? However it's part of the posting. Could be included under About the role or maybe a separate "About the company" but we don't have that heading. We could include it in About the role paragraph as context. But we must not lose info. Let's see: The posting starts with "SS&C is a leading provider..." then later repeats similar. That's company overview. Might be considered substantive but not directly about role. However we could include it in About the role as a brief intro. But we need to avoid duplication. We'll include a concise paragraph that captures the company description without losing details: "SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations. Founded in 1986, headquartered in Windsor, Connecticut, with 27,000+ employees in 35 countries, serving over 20,000 financial services and healthcare organizations." That's from the text. We'll keep that. Now we need to output only HTML fragment, no /, no markdown fences. We'll structure:
About the role
... (company overview + role purpose)
Responsibilities
- Client Support & Relationship Management: Serve as the primary point of contact for clients using DBC Finance software; provide daily support related to product inquiries, issue resolution, user guidance, and training; develop trusted relationships with clients, ensuring high levels of satisfaction and engagement; identify opportunities to improve client adoption and utilization of platform capabilities.
- Product Strategy & Development: Gather and document business requirements from clients and internal stakeholders; define product enhancements and prioritize development initiatives based on business value and client needs; collaborate with development teams to translate business requirements into functional product solutions; assist with annual product release planning, testing, validation, and market readiness activities; develop and maintain product roadmaps aligned with strategic objectives.
- Stakeholder & Cross-Functional Collaboration: Act as the bridge between executive leadership, end users, product teams, and external partners; collaborate closely with other SS&C business units, including Blue Prism and related teams; facilitate communication between technical and non-technical stakeholders to ensure alignment on priorities and deliverables; support strategic initiatives that enhance product capabilities and customer experience.
- Market Research & Competitive Intelligence: Monitor industry trends, regulatory developments, and emerging technologies within municipal finance and related markets; conduct ongoing competitive analysis to identify market opportunities, risks, and product differentiation strategies; provide recommendations to leadership regarding new capabilities, market demands, and strategic positioning.
- Product Quality & Governance: Establish acceptance criteria and validate product enhancements against business requirements; ensure deliverables meet functional, operational, and return-on-investment expectations; monitor project milestones and assist in ensuring initiatives remain aligned with scope, budget, and strategic goals; advocate for the voice of the customer throughout the product lifecycle.
Requirements
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.
- 5-8 years of progressive experience in finance, preferably municipal finance.
- Experience working with a municipal issuer, financial institution/bank, municipal advisor, or financial technology or software organization serving municipal finance clients.
- Demonstrated experience in product management, product development, business analysis, project management, or client-facing consulting roles.
- Strong understanding of financial markets, debt issuance, municipal financing structures, and related workflows.
- Exceptional analytical, organizational, and problem-solving skills.
- Strong written and verbal communication skills with the ability to effectively engage executive stakeholders and technical teams.
Skills
- Analytical thinking
- Organizational abilities
- Problem‑solving
- Written and verbal communication
- Stakeholder engagement (executive and technical)
- Cross‑functional collaboration
- Experience with financial software, SaaS platforms, or enterprise applications (preferred)
- Knowledge of product management methodologies, requirements documentation, product roadmaps, and release management processes (preferred)