SS&C Technologies
Director - Client Relationship Management
SS&C Technologies, San Francisco, California, United States, 94199
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: 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 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.
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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: 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 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.
#J-18808-Ljbffr