Director – Client Relationship Management
| Company | SS&C |
|---|---|
| Location | Boston, MA, USA, Denver, CO, USA |
| Salary | $100000 – $175000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Expert or higher |
Requirements
- Bachelor’s Degree or equivalent experience
- Minimum of 10 years experience in financial services (Registered Funds ’40 Act Space)
- 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
- Related experience managing client relationships within Fund Administration, Fund Accounting, Transfer Agent, Distribution, Tax, Valuation)
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 (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
Preferred Qualifications
- Experience in asset management, private funds, capital markets a plus