Director of Client Relationships
6 days ago
Client Relationship Management – Director
As a key member of our team, you will be responsible for owning and proactively managing a portfolio of key client relationships. Your primary goal will be to ensure that all SS&C service levels meet or exceed client expectations.
Key Responsibilities:
- Build trusted relationships with 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
Requirements:
- Bachelor's Degree
- Minimum of 7 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
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