Director – Client Relationship Manager

Company	SS&C
Location	San Francisco, CA, USA, Los Angeles, CA, USA, New York, NY, USA
Salary	$Not Provided – $Not Provided
Type	Full-Time
Degrees	Bachelor’s
Experience Level	Senior, Expert or higher

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

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

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