Director - Client Relationship Management SS&C Technologies is a leading financial services and healthcare technology company with 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations rely on SS&C for expertise, scale, and technology. Location: San Francisco, CA | Hybrid.

Director, Client Relationship Manager

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

Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave

Wide Ranging Perspectives: Commitment to celebrating the variety of backgrounds, talents and experiences

Training: Hands-On, Team-Customized, including SS&C University

Extra Perks: Discounts on fitness clubs, travel and more

What You Will Get To Do

Own and pro-actively manage a portfolio of key client relationships

Ensure all SS&C service levels meet or exceed client expectations

Build trusted relationships with the Clients' key contacts (CFO, COO, etc.)

Capture client feedback to drive strategic change initiatives and trend analysis

Organize and chair formal service level review meetings with clients

Articulate the benefits of SS&C services and business model to clients

Incorporate client initiatives, needs, and structures into formal account plans

Foster strong internal working partnerships within all SS&C service areas

Identify cross-selling opportunities within existing client base

Develop and translate MIS into process / service enhancement recommendations

Work closely with sales team and contribute to marketing efforts

Maintain 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, with 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 is a plus

Experience in investment banking, asset management, private funds, capital markets is a plus

Thank you for your interest in SS&C. To explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

CA Privacy notice: https://www.ssctech.com/hubfs/website/pdf/Privacy-Notice-for-CA-Job-Applicants.pdf

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 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.

Applicants: California residents may have privacy rights regarding the handling of personal information. To learn more, visit the SS&C Privacy Notice.

Company Details Seniority level: Director

Employment type: Full-time

Job function: Finance

Industries: Software Development and Financial Services

Salary is listed for California only and may vary by location.

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