Director - Client Relationship Management
Job Summary
Job Description
This role involves proactively managing a portfolio of key client relationships, ensuring service levels meet expectations, and building trusted relationships with client contacts. Responsibilities include capturing feedback, organizing service reviews, articulating SS&C benefits, and identifying cross-selling opportunities. The ideal candidate will have a Bachelor's Degree and at least 10 years of experience in financial services, possessing strong communication, relationship, and team skills, with the ability to lead client presentations and resolve escalated issues.
Must have:
- Proactively manage a portfolio of key client relationships.
- Ensure SS&C service levels meet or exceed client expectations.
- Build trusted relationships with client key contacts (CFO, COO, etc.).
- Capture client feedback to drive strategic change initiatives.
- Organize and chair formal service level review meetings.
- Articulate the benefits of SS&C services and business model.
- Identify cross-selling opportunities within existing client base.
- Bachelor’s Degree required.
- Minimum 10 years experience in financial services.
- Demonstrable communication, relationship, and team skills.
- High level of comfort preparing and leading client presentations.
- Tact, professionalism, and savvy in resolving escalated client issues.
- 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
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
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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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