SS&C Technologies

Senior Director, Client Success

SS&C Technologies

full-time

Posted on:

Location Type: Hybrid

Location: New York City • Massachusetts • New York • United States

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Salary

💰 $160,000 - $180,000 per year

Job Level

Senior

About the role

  • Define and execute the Client Success strategy for the Investment Management segment.
  • Align team objectives with corporate growth, retention, and client experience goals.
  • Serve as an executive sponsor for key strategic accounts.
  • Lead, coach, and develop a high-performing team of Client Success Managers.
  • Establish clear performance metrics tied to retention, expansion, client satisfaction, and adoption.
  • Foster a culture of accountability, consultative engagement, and continuous improvement.
  • Ensure the team operates as trusted advisors, bringing forward SS&C Advent’s most innovative capabilities and aligning them to client business priorities.
  • Guide clients in optimizing front-, middle-, and back-office workflows through best practices and transformational process improvements.
  • Drive industry-leading renewal rates and identify opportunities for expansion within existing accounts.
  • Provide voice-of-customer insights to influence product innovation and service enhancements.

Requirements

  • Deep understanding of the Investment Management industry (asset managers, wealth managers, RIAs, institutional investors).
  • Proven experience leading Customer/Client Success, Relationship Management, or Account Management teams within financial technology or investment services.
  • Strong executive presence with the ability to influence senior stakeholders.
  • Track record of driving measurable retention, expansion, and client satisfaction outcomes.
  • Strategic thinker with operational discipline and data-driven decision-making skills.
  • Willingness to roll up their sleeves and personally manage client relationships, in addition to leadership.
  • Experience leading hybrid or geographically distributed teams.
  • Willingness to travel – 35%
Benefits
  • Flexibility : Hybrid Work Model and 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!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client success strategyperformance metricsprocess improvementsdata-driven decision-makingrelationship managementaccount managementcustomer successstrategic account managementoperational disciplinemeasurable retention
Soft Skills
leadershipcoachingteam developmentexecutive presenceinfluencing stakeholdersconsultative engagementaccountabilitystrategic thinkingclient relationship managementadaptability