Overview Director, Client Relationship Management – San Francisco, CA | Hybrid. SS&C Technologies is a leading financial services and healthcare technology company with offices worldwide. The company supports 20,000 financial services and healthcare organizations, leveraging SS&C for expertise, scale, and technology. Thank you for your interest in SS&C. To explore this opportunity, please apply through our careers page on the corporate website. What You Will Get To Do Owning and proactively 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 the 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 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 is a plus Experience in investment banking, asset management, private funds, capital markets is a plus CA Privacy notice: https://www.ssctech.com/hubfs/website/pdf/Privacy-Notice-for-CA-Job-Applicants.pdf Equal Employment Opportunity: SS&C Technologies, Inc. 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 information: California salary range for the position is 165,000 USD to 200,000 USD. Salary is determined by factors including relevant work experience, job-related knowledge, skills, abilities, business needs, and geographic region. Employment type: Full-time. Seniority level: Director. Job function: Finance. Industries: Software Development and Financial Services. Eligibility and Application Details SS&C offers benefits including health, dental, 401k plan, tuition and professional development reimbursement. California privacy notice and other applicable notices are available on SS&C’s corporate site. Unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services will not be accepted unless requested by SS&C.

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