Client Relationship Management, Director
Job Summary
Job Description
The Director, Client Relationship Manager will own and proactively manage a portfolio of key client relationships, ensuring SS&C service levels meet or exceed expectations. This role involves building trusted relationships with key client contacts, capturing feedback for strategic initiatives, and organizing service review meetings. The director will articulate SS&C's benefits, identify cross-selling opportunities, and foster internal partnerships. They will also contribute to marketing efforts and maintain knowledge of industry trends, requiring occasional travel.
Must have:
- Owning and proactively 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.
- Bachelor’s Degree.
- Minimum of 10 years experience in financial services.
- 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.
Good to have:
- Related experience managing client relationships within Fund Administration, Sales, Trading, Risk Management, Operations, OTC Derivatives, or Fund Accounting areas.
- Experience in investment banking, asset management, private funds, capital markets.
Perks:
- Hybrid Work Model
- Business Casual Dress Code, including jeans
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical
- Dental
- Vision
- Employee Assistance Program
- Parental Leave
- Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
- Hands-On, Team-Customized Training, including SS&C University
- Discounts on fitness clubs, travel and more!
3 skills required
Job Details
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
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About The Company
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.
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