Job Details

Overview

SS&C Technologies is a leading financial services and healthcare technology company. Headquartered in Windsor, Connecticut, with 27,000+ employees in 35 countries, SS&C serves 20,000 financial services and healthcare organizations of all sizes, delivering expertise, scale, and technology.

Position

Director, Client Relationship Management — Location: San Francisco, CA | Hybrid

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!

Responsibilities

• 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

Qualifications

• 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

Additional Details

CA Privacy notice:

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. California: Salary range for the position: 135000 USD to 200000 USD.