SS&C Technologies

Director, Client Relationship Management

SS&C Technologies

full-time

Posted on:

Origin:  • 🇺🇸 United States • Massachusetts, New York

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Job Level

Lead

About the role

  • 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

Requirements

  • 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