Job Description

Job Title: Director, Client Relationship Management

Locations: Boston, MA; Denver, CO; Waltham, MA - Hybrid

About the Role

SS&C ALPS offers a full-service partnership approach to a select group of clients (including mutual funds, closed-end funds, ETFs and alternative investment funds) looking for truly customized service. We offer turn-key capabilities that anchor all of the diverse resources needed to run a full-service mutual fund complex.

How You Will Make an Impact

• 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 (CEO, 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

Required Experience

• Bachelor's Degree or equivalent experience
• Minimum of 5 years experience in financial services specifically Registered Funds '40 Act Space.
• Must have experience managing client relationships within Fund Administration, Fund Accounting, Transfer Agent, Distribution, Tax, Valuation
• 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 and suggest process improvements
• Experience working closely with senior-level management
• Experience in asset management, private funds, capital markets a plus
• Must be willing to work on site a minimum of 6 days/month

Join SS&C, where innovation meets global opportunities. Click here to apply.

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SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.

Colorado: The expected base salary for the position is between $100,000 USD to $175,000 USD. Massachusetts: The expected base salary for the position is between $100,000 USD to $195,000 USD.

In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company's discretion.

Applications will be accepted on an ongoing basis until the position is filled.