Director; Client Relationship Management at SS&C Technologies

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Mar, 26

Salary

0.0

Posted On

07 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Communication, Team Skills, Presentation Skills, Self-Motivation, Problem Solving, Process Improvement, Client Feedback, Cross-Selling, Industry Trends, Sales Collaboration, Service Level Management, Account Planning, Strategic Change Initiatives, Risk Management, Fund Administration

Industry

Software Development

Description

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. Job Description Senior Director, Client Relationship Manager Locations: 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! 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 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-Hybrid CA Privacy notice: https://www.ssctech.com/hubfs/website/pdf/Privacy-Notice-for-CA-Job-Applicants.pdf Unless 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. 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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Responsibilities

The Director of Client Relationship Management will own and manage a portfolio of key client relationships, ensuring that service levels meet or exceed client expectations. This role involves building trusted relationships with key client contacts and capturing feedback to drive strategic initiatives.