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.

SSC Technologies

Director of Client Relationship Management – Retail Alternative Investments

Senior Assocaie

Associate National Investment Consultant

PA26DBNQ1ADD017 - S1

PA26DBOQ2SJB007 - SC1

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Junior/Mid Level – Superannuation -- PA26WIPIQ1007

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PA26DBNQ1ADD024 - S1

This Director of Client Relationship Management role at SS&C focuses on retail alternative investments. The position involves developing and maintaining exceptional client relationships, leading support and service activities, and acting as a senior point of contact for complex matters. Responsibilities include overseeing service delivery, driving product adoption, supporting sales and growth initiatives, and contributing to strategic plans. The role requires strong leadership, problem-solving, and operational expertise to ensure high client satisfaction and business objectives are met.

Principal Fund Accountant

Job DescriptionWhy You Will Love It Here!<ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans</li><li class="leading-relaxed">Your Future: 401k Matching Program, Professional Development Reimbursement</li><li class="leading-relaxed">Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays</li><li class="leading-relaxed">Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave</li><li class="leading-relaxed">Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees</li><li class="leading-relaxed">Training: Hands-On, Team-Customized, including University</li><li class="leading-relaxed">Extra Perks: Discounts on fitness clubs, travel and more!</li></ul>What You Will Get To Do:<ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Point of contact for clients/investors to ensure overall client/investor satisfaction</li><li class="leading-relaxed">Acting as escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues</li><li class="leading-relaxed">Contributing to internal project initiatives, including technology and operational initiatives</li><li class="leading-relaxed">Reviewing and processing investor subscriptions, redemptions, transfers, assignments and contact changes</li><li class="leading-relaxed">Developing culture of continuous efficiency improvements resulting in increased capacity</li><li class="leading-relaxed">Providing coaching, training and leadership as necessary to junior staff</li><li class="leading-relaxed">Preparing wire transfer instructions in accordance with investor and/or fund management instructions</li><li class="leading-relaxed">Processing cash, money movements, and reconciliations</li><li class="leading-relaxed">Supporting the year-end audit process, in collaboration with the team, client, and auditors</li><li class="leading-relaxed">Day-to-day interaction with other departments and counterparts to prevent/ resolve issues</li></ul>What You Will Bring:This role is responsible for developing and maintaining exceptional client relationships while leading support and service activities for retail transfer agency products, with a focus on retail alternatives. The position partners closely with clients, sales teams, and internal stakeholders to ensure both tactical execution and strategic objectives are met at the highest level of satisfaction. The role also contributes to product adoption, contract negotiations, and long-term growth initiatives, while operating as a senior leader with broad operational responsibility and strategic influence.Key ResponsibilitiesClient Relationship Management<ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Develop and sustain strong, trusted relationships with clients, serving as a senior point of contact for complex and strategic matters.</li><li class="leading-relaxed">Ensure client needs, issues, and expectations—both tactical and strategic—are proactively managed and resolved to the highest standards.</li><li class="leading-relaxed">Oversee support and service delivery activities for retail transfer agency products.</li></ul>Product & Service Leadership<ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Develop a deep understanding of client needs and industry trends related to retail alternatives and transfer agency product development.</li><li class="leading-relaxed">Support and help drive adoption of product initiatives across the client base.</li><li class="leading-relaxed">Participate in the development and administration of broad-scope programs and projects with significant impact on retail transfer agency products.</li></ul>Sales & Growth Collaboration<ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Partner with sales and support teams to identify opportunities for expanded business with existing clients and prospects.</li><li class="leading-relaxed">Work on fee structures and contract terms for new prospects, new clients, and when new services are introduced.</li><li class="leading-relaxed">Support prospective engagement by contributing product, operational, and service expertise.</li></ul>Strategic Leadership<ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Act as a senior leader with broad operational or functional responsibility.</li><li class="leading-relaxed">Collaborate with other senior leaders and executives to help establish and execute strategic plans and objectives.</li><li class="leading-relaxed">Apply in-depth company knowledge, specialized expertise, and influence to resolve critical and complex business challenges.</li></ul>Salary/wage rate is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.The expected base salary for the position in MA is between $100,000 USD to $195,000 USD.In addition to their salary, successful candidates may be eligible to receive an annual discretionary bonus and stock options.Unless explicitly requested or approached by Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.Offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.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.Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.NY: Salary range for the position: $130,000 USD to $220,000 USD.

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<h3 class="text-xl md:text-2xl font-bold mt-8 mb-3 text-gray-800">Description</h3>Join a Company That Invests in YouWe’re the go-to destination for investors looking for actionable stock market opinions, real-time market analysis, and unique financial insights. At the same time, we’re also dedicated to creating a workplace where our team thrives. We’re passionate about fostering a flexible, balanced environment with remote work options and an array of perks that make a real difference.What We're Looking ForDo you look at websites and think about how they might be personalized? Do you use websites and apps and think about how their features have been designed to be best for a lot of different users? Do you read articles with statistics and think about how they may be misinterpreting the data to get their results? If these things describe you, and if you’re great at SQL and have experience analyzing website data, you’re someone we want to talk to.We’re looking for a Senior Data Analyst with experience analyzing website data. Our data analyst team analyzes everything on our website, not only for their immediate use but also for how they connect to high-level company KPIs. Our Analysts analyze raw data, not only pre-aggregated data, to extract just the right information and diagnose what is happening on our site.The role requires understanding web development and how data is gathered, analysis of site usage and a/b tests, data visualization, and how different kinds of data can be presented most clearly, and business KPIs and how they are measured.But more than that, we’re looking for experienced analysts who can bring us new ideas about how to analyze and extract insights from website data. Our ideal candidates have measured KPIs that we haven’t measured or used new ways to explain user retention, or analyzed features of users' data that we haven’t analyzed.The best thing about our work is that we’re part of an incredibly data-driven company. Everyone from the CEO down uses data every day. The data teams are involved in every single thing the company does.<h3 class="text-xl md:text-2xl font-bold mt-8 mb-3 text-gray-800">What You'll Do</h3><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Analyzing the behavior of users on our site and apps:</li><li class="leading-relaxed">Build and maintain dashboards that visualize the usage of single or multiple features and how that usage drives company KPIs.</li><li class="leading-relaxed">Answer questions about site usage or user behavior based on deeper analyses.</li><li class="leading-relaxed">Analyze and track high-level KPIs such as conversion, retention, churn, recurring revenue, engagement, cross-device usage, e-mail and notification usage, and more.</li><li class="leading-relaxed">Communicate with business stakeholders on analysis results, how they relate to business, and what business suggestions result from the analysis.</li><li class="leading-relaxed">Run the whole data flow for site and app features, from defining KPIs, specifying data collection for development team implementation, and building and maintaining iterative versions of dashboards with both low-level and high-level views of collected data.</li><li class="leading-relaxed">Split tests of product features:</li><li class="leading-relaxed">Design a test with clear success criteria</li><li class="leading-relaxed">Monitor test integrity</li><li class="leading-relaxed">Analyze results and give recommendations</li><li class="leading-relaxed">Use segmentation and clear cohort analysis to validate significant conclusions</li><li class="leading-relaxed">Conduct exploratory analysis to identify trends and opportunities</li></ul><h3 class="text-xl md:text-2xl font-bold mt-8 mb-3 text-gray-800">Requirements</h3><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">A minimum of 5 years in a B2C website-related Data Analyst position</li><li class="leading-relaxed">Strong SQL skills with experience writing complex and efficient analytical queries</li><li class="leading-relaxed">Demonstrated experience with working in English directly with business stakeholders, understanding their needs, and explaining results</li><li class="leading-relaxed">Understanding of website development and operations and how they connect to data gathered.</li><li class="leading-relaxed">Experience with data visualization tools (Looker/Tableau/PowerBI, etc.)</li><li class="leading-relaxed">Experience with report writing and technical requirements analysis, business process modeling/mapping, methodology development, and data modeling</li></ul>

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