Director; Client Relationship Management

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 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.

Senior Director, Client Relationship Manager

Locations :

San Francisco, CA | Hybrid

Why You Will Love It Here!

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!

What You Will Get To Do :

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 (CFO, 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

What You Will Bring :

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 degree of 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

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com / careers.

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SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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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