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

Client Relationship Manager - Retail Alternative Investments

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SS&C, a leading financial services and healthcare technology company, is seeking a Client Relationship Manager for Retail Alternative Investments. This hybrid role involves developing and managing client relationships, overseeing service activities, and providing expert knowledge of alternative investment products. The manager will act as a primary contact for issue resolution, coordinate with cross-functional teams, and ensure compliance with regulations. The position requires strong analytical, technical, and leadership skills, with a focus on optimizing service delivery and supporting strategic growth initiatives.

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<h2 class="text-2xl md:text-3xl font-bold mt-10 mb-4 border-b pb-2 text-gray-800">Job Description</h2>Client Relationship Manager – Retail Alternative InvestmentsLocation: Kansas City, MO, Denver, CO, Braintree, MA | HybridWhy 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 SS&C 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">Develop and manage relationships with clients, including asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring high levels of client satisfaction and retention.</li><li class="leading-relaxed">Oversee service activities and support for a designated group of clients, addressing both tactical and strategic operational needs.</li><li class="leading-relaxed">Provide expert-level knowledge of retail alternative investments (such as interval funds, non-traded REITs, BDCs, closed-end funds, and tender offer funds) and product offerings to guide clients and help them make informed decisions.</li><li class="leading-relaxed">Act as the primary point of contact to resolve service issues, technical problems, and escalate incidents when necessary, ensuring quick and effective solutions.</li><li class="leading-relaxed">Coordinate and collaborate with cross-functional teams (sales, operations, compliance, fund accounting, technology) to ensure seamless service delivery, enhanced service offerings, and continuous client support.</li><li class="leading-relaxed">Demonstrate the value of SS&C’s support offerings to clients, identifying opportunities for expanded support business.</li><li class="leading-relaxed">Manage and lead teams or individuals to ensure that service objectives are met and the department delivers quality performance.</li><li class="leading-relaxed">Stay updated on SEC, FINRA, and state regulations related to alternative investments, ensuring that the company’s services remain compliant and align with industry standards.</li><li class="leading-relaxed">Utilize analytical and technical skills to monitor performance, interpret data, and manage reporting on investor flows, NAV calculations, and fee structures.</li><li class="leading-relaxed">Develop and implement procedures to optimize service delivery, reduce client downtime, and lower support costs.</li><li class="leading-relaxed">Participate in business development efforts and support strategic growth initiatives by identifying client needs and proactively offering tailored solutions.</li></ul>What You Will Bring:<ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Experience & Knowledge:</li><li class="leading-relaxed">7+ years in retail alternative investments, especially in fund administration, product distribution, or investor servicing.</li><li class="leading-relaxed">Proven experience in client relationship management with a deep understanding of alternative investment products and distribution channels.</li><li class="leading-relaxed">Experience with wirehouses, independent broker-dealers (IBDs), registered investment advisors (RIAs), and intermediary platforms (e.g., iCapital, CAIS).</li><li class="leading-relaxed">Strong knowledge of regulatory compliance, SEC, FINRA, and state regulations specific to retail alternative investments.</li><li class="leading-relaxed">Solid background in managing client relationships in a financial services or wealth management context.</li></ul><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Leadership & Interpersonal Skills:</li><li class="leading-relaxed">3-5 years in a managerial or team leadership role, with a focus on managing associates and driving team performance.</li><li class="leading-relaxed">Proven ability to collaborate with diverse teams across various functions, ensuring effective communication and service delivery.</li><li class="leading-relaxed">Strong interpersonal skills with the ability to develop rapport and trust with clients and stakeholders.</li></ul><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Technical & Analytical Skills:</li><li class="leading-relaxed">Experience with fund administration platforms, transfer agency systems, and performance reporting tools.</li><li class="leading-relaxed">Ability to analyze data, interpret investor flows, and work with technical teams to enhance client services.</li><li class="leading-relaxed">Strong computer proficiency in tools such as Microsoft Word, Excel, and Outlook, with the ability to navigate reporting systems.</li></ul><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Service Orientation & Problem Solving:</li><li class="leading-relaxed">Strong service orientation with the ability to listen attentively to clients’ needs and provide timely and effective solutions.</li><li class="leading-relaxed">Ability to manage multiple priorities, meet deadlines, and handle time-sensitive commitments effectively.</li><li class="leading-relaxed">Experience managing conflicts and persuading others to achieve positive outcomes.</li></ul>Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.#LI-HD1 #LI-HYBRIDUnless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.SS&C 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.Colorado: Salary range for the position: 85,000 USD to 110,000 USD.

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Tekion Corp

Senior Product Manager

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Tekion is seeking a Senior Product Manager to lead the vision for AEC Digital Retailing analytics, reporting, and dashboarding. This role involves defining and owning the product roadmap for analytics tools for automotive OEMs and dealers, gathering customer feedback, and conducting data analysis to shape product vision. The manager will collaborate with engineering and data teams to deliver scalable reporting systems, ensure data accuracy and privacy, and partner with go-to-market teams to drive adoption. This position is ideal for someone who understands automotive metrics and thrives at the intersection of product strategy, business intelligence, and AI-powered insights.

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<h3 class="text-xl md:text-2xl font-bold mt-8 mb-3 text-gray-800">About Tekion:</h3>Positively disrupting an industry that has not seen any innovation in over 50 years, Tekion has challenged the paradigm with the first and fastest cloud-native automotive platform that includes the revolutionary Automotive Retail Cloud (ARC) for retailers, Automotive Enterprise Cloud (AEC) for manufacturers and other large automotive enterprises and Automotive Partner Cloud (APC) for technology and industry partners. Tekion connects the entire spectrum of the automotive retail ecosystem through one seamless platform. The transformative platform uses cutting-edge technology, big data, machine learning, and AI to seamlessly bring together OEMs, retailers/dealers and consumers. With its highly configurable integration and greater customer engagement capabilities, Tekion is enabling the best automotive retail experiences ever. Tekion employs close to 3,000 people across North America, Asia and Europe.<h3 class="text-xl md:text-2xl font-bold mt-8 mb-3 text-gray-800">Job Description</h3>Tekion empowers product teams to solve meaningful customer and business problems in innovative ways. We are seeking a Senior Product Manager to define and drive the vision for AEC Digital Retailing analytics, reporting, and dashboarding across our dealer-facing and OEM-facing products. This role is ideal for someone who understands the metrics that matter most to automotive dealers and OEMs, and who thrives at the intersection of product strategy, business intelligence, and AI-powered insights.<h3 class="text-xl md:text-2xl font-bold mt-8 mb-3 text-gray-800">Key Responsibilities</h3><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Define and own the product roadmap for analytics and data reporting tools for automotive OEMs and dealers across the platform, aligning with business goals and customer needs.</li><li class="leading-relaxed">Gather and synthesize customer feedback, usage data, and business objectives to shape product vision and priorities.</li><li class="leading-relaxed">Conduct hands-on data analysis and research with OEM and dealer customers to define and document business requirements for analytics and reporting solutions.</li><li class="leading-relaxed">Collaborate closely with engineering and data teams to deliver scalable, high-performance reporting systems, including dashboards, embedded analytics, and custom exports.</li><li class="leading-relaxed">Translate complex business requirements into simple, actionable user experiences that drive business value.</li><li class="leading-relaxed">Work with OEM and dealer data sources to establish robust data ingestion, normalization, tagging, and reporting strategies.</li><li class="leading-relaxed">Develop and maintain data tagging frameworks to ensure consistent analytics across the platform and partner integrations.</li><li class="leading-relaxed">Ensure high levels of data accuracy, integrity, and privacy compliance across all reporting features.</li><li class="leading-relaxed">Partner with go-to-market teams (sales, marketing, customer success) to drive adoption and communicate the value of analytics features.</li><li class="leading-relaxed">Monitor KPIs and product success metrics to guide ongoing iteration and improvement.</li></ul><h3 class="text-xl md:text-2xl font-bold mt-8 mb-3 text-gray-800">Skills and Experience</h3><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">5+ years of product management experience, with at least 2 years focused on analytics, business intelligence, or data reporting.</li><li class="leading-relaxed">Proven track record of building and shipping analytics or reporting features for B2B or SaaS platforms.</li><li class="leading-relaxed">Strong understanding of data architecture, reporting tools (e.g., ThoughtSpot, Tableau, Power BI), and SQL.</li><li class="leading-relaxed">Experience working with Google Analytics, Adobe and other data platforms.</li><li class="leading-relaxed">Exceptional communication and collaboration skills, especially with cross-functional teams.</li><li class="leading-relaxed">Demonstrated ability to lead product strategy from concept to launch in fast-paced environments.</li><li class="leading-relaxed">Familiarity with data governance, compliance, and privacy concepts.</li><li class="leading-relaxed">Ability to anticipate user needs and proactively identify opportunities for product improvement.</li><li class="leading-relaxed">Passion for delivering delightful user experiences with measurable business impact.</li></ul><h3 class="text-xl md:text-2xl font-bold mt-8 mb-3 text-gray-800">Preferred Skills</h3><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Experience in the automotive retail industry or with dealer/OEM data.</li><li class="leading-relaxed">Knowledge of AI/ML-driven analytics and predictive insights.</li></ul><h3 class="text-xl md:text-2xl font-bold mt-8 mb-3 text-gray-800">Perks and Benefits</h3><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Competitive compensation</li><li class="leading-relaxed">Generous stock options</li><li class="leading-relaxed">Medical Insurance coverage</li><li class="leading-relaxed">Work with some of the brightest minds from Silicon Valley’s most dominant and successful Companies</li></ul>Tekion is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, victim of violence or having a family member who is a victim of violence, the intersectionality of two or more protected categories, or other applicable legally protected characteristics.For more information on our privacy practices, please refer to our Applicant Privacy Notice <a href="https://tekion.com/legal/privacy/applicant-and-candidate-privacy-notice" target="_blank" rel="noopener noreferrer" class="text-blue-600 hover:text-blue-800 hover:underline transition-colors duration-200">here</a>.Create a Job AlertInterested in building your career at Tekion? Get future opportunities sent straight to your email.<a href="https://my.greenhouse.io/users/signin?jobboard=tekion&source=jobalert" target="blank" rel="noopener noreferrer" class="text-blue-600 hover:text-blue-800 hover:underline transition-colors duration-200">Create alert</a>Apply for this job------------------<ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">indicates a required field</li></ul>Autofill with GreenhouseFirst Name*Last Name*Preferred First NameEmail*Phone*Resume/CV*AttachAttachDropboxGoogle DriveEnter manuallyEnter manuallyAccepted file types: pdf, doc, docx, txt, rtfCover LetterAttachAttachDropboxGoogle DriveEnter manuallyEnter manuallyAccepted file types: pdf, doc, docx, txt, rtf---EducationSchoolSelect...DegreeSelect...Start date yearAdd another---LinkedIn Profile (Strongly Preferred)Are you currently a Tekion employee? (If "yes" - please apply via Greenhouse Internal Job Board)*Select...Have you previously worked at Tekion as an employee or contractor?*Select...This will help us avoid duplicate profiles by connecting your application to your prior worker profile in our HRIS tools.What is your target base and bonus compensation for the role you are considering at Tekion? We want to be mindful of all parties' time during the application and interview process. Therefore, it is important that you share your desired compensation to ensure alignment to the role before engaging in the interview process. *Do you know anyone who works for Tekion? If yes, what is your relationship to them? (relationship could include the following: spouse/partner/significant other, parent/step parent, child/step child, grandparent, grandchild, brother/brother-in-law, sister/sister-in-law, uncle, aunt, nephew, niece, first cousin, in-laws (father, mother, son, daughter.))*Submit application

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This assessment gives us an idea of your C++ skills- Companies that evaluate this skillset in interviews: Rockstar Games, Ubisoft, Mayhem Studios, etc.- 10 Multiple Choice questions- Average time to complete: 7 to 10 minutes

Let's assess your Data Structures! - This assessment gives us an idea of your problem solving skills using DSA- Companies that evaluate this skillset in interviews: MPL, LILA Games, GSN Games, etc.- 10 Multiple Choice questions

Data Structures and Algorithms

Let's assess your Programming Patterns! ????- This assessment gives us an idea of your code architecture skills- Companies that evaluate this skillset in interviews: Dirtcube, PTW, Playshifu, etc.

Programming Patterns

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