Director; Client Relationship Management

Director; Client Relationship Management

Location :

San Francisco, CA | Hybrid

About the Role :

Senior Director, Client Relationship Manager at SS&C, a leading financial services and technology company. This role focuses on owning and proactively managing key client relationships, ensuring service excellence, and driving strategic initiatives.

Responsibilities

Own and proactively manage a portfolio of key client relationships

Ensure all SS&C service levels meet or exceed client expectations

Build trusted relationships with the Clients' key contacts (CFO, COO, etc.)

Capture client feedback to drive strategic change initiatives and trend analysis

Organize and chair formal service level review meetings with clients

Articulate the benefits of SS&C services and business model to clients

Incorporate client initiatives, needs, and structures into formal account plans

Foster strong internal working partnerships within all SS&C service areas

Identify cross‑selling opportunities within existing client base

Develop and translate MIS into process / service enhancement recommendations

Work closely with sales team and contribute to marketing efforts

Maintain knowledge of industry trends and their potential impact on SS&C

Occasional travel required

Qualifications

Bachelor’s Degree

Minimum of 10 years experience in financial services (preferably investment banking, asset management, and a general understanding of hedge, private equity, and real asset structures / business)

Demonstrable communication, relationship, and team skills

High level of comfort preparing and leading client presentations

Significant self‑motivation and direction

Tact, professionalism, and savvy in resolving escalated client issues

Ability to generate ideas, leverage MIS, and suggest process improvements

Experience working closely with senior‑level management

Related experience managing client relationships within Fund Administration, Sales, Trading, Risk Management, Operations, OTC Derivatives, or Fund Accounting areas a plus

Experience in investment banking, asset management, private funds, capital markets a plus

Benefits

Hybrid Work Model & Business Casual Dress Code

401(k) Matching Program

Professional Development Reimbursement

Flexible Personal / Vacation Time Off, Sick Leave, Paid Holidays

Medical, Dental, Vision, Employee Assistance Program, Parental Leave

Commitment to Celebrating Diversity and Inclusion

Hands‑On Training, Team‑Customized, including SS&C University

Discounts on fitness clubs, travel and more!

Company Overview

SS&C is headquartered in Windsor, Connecticut, with 27,000+ employees in 35 countries. The company provides technology and services to financial services and healthcare organizations worldwide.

Equal Employment Opportunity Statement

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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