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Product Manager

SS&C Technologies

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Job Title: Product Manager

Location : New York, NY or Kansas City, MO | Hybrid

Get To Know The Team:

SS&C is seeking to hire a client-facing Product Manager for its rapidly growing Distribution Solutions business, across its comprehensive Asset Management-focused product suite. In this client-facing role, you will bridge the gap between clients, Sales, and Product teams, managing end-to-end deliverables, product roadmaps, and client onboarding while helping expand our growing business.

Given the rapid and dynamic growth of the business, we are seeking a talented professional with multiple skills who is seeking a role to engage with clients as you build new AI focused products to drive their strategic objectives. This role is a key opportunity for someone who craves client interaction and can push the team forward in the areas of development, strategy, project management, tech implementation, data processing, custom tech engagements, upselling and more!

A key area of focus will be reaching out to clients and prospects to join our growing Consortiums, driving the strategy and regular touchpoints to increase engagement.

This opportunity calls for a consortium manager that is passionate about working with clients, learning and growing the business, managing client interactions across the product portfolio and taking Asset Managers to the next level. Advance your career with an outstanding new role and competitive compensation plan that rewards top performance.

If you would like to learn more about the opportunity, reach out to the hiring manager. We look forward to meeting you.

What You Will Get To Do:

  • Consortium building: Responsible for relationship development and management with key individuals and senior decision makers at each client in the areas of analytics and business intelligence. The successful candidate will have excellent communication and relationship-management skills to provide clients with the support and technical assistance they need to succeed with the Distribution Intelligence Solutions product suite.
  • Product Management : Responsible for product management across WalletShare consortium products, focusing on both the user interface and the underlying data, coordinating with other product managers and relationship managers to capture client feedback, develop requirements and manage the sprint process with your technical partners. Asset managers use the WalletShare product suite to identify opportunity and is an essential part of the Sales teams workflow. Developing the strategic and technical vision for each consortium product's roadmap will be an essential role as our clients leverage data to meet their strategic goals.
  • Account Planning: Coordinate across the WalletShare teams to ensure that clients have the services they need to meet strategic objectives. Responsible for capturing product feedback, onboarding new clients, and resolving technical issues.
  • Cross Team Coordination: Align SS&C resources (e.g., Product Development, SMEs, Customer Support, Customer Success) to respond to client needs and maximize client "stickiness" and value delivered.
  • Capture client feedback : Communicate client feedback across the teams to ensure feedback informs the product roadmap and that the SS&C Sales team can capture product value and benefits with prospects.
  • Training & Client Onboarding: Review training activities, training plans and other training requirements to ensure they encompass key product benefits and align with customer training needs, internal requirements, and product release rollouts. Develop and maintain participant and instructor materials (course manuals, workbooks, handouts, job aids, etc.) and plan for ongoing client outreach. Track usage before and after training activities to ensure clients are fully onboarding and able to actively use the product suite.

What You Will Bring:

  • 5-10 years of related industry experience
  • Bachelor's Degree (major in Economics or Finance preferred but not required)
  • Focus - at ease weighing different views and making smart, quick decisions, especially under pressure. Ability to organize and keep track of multiple clients while maintaining individualized relationships with key stakeholders.
  • Excellent Communication - you know what to say and more importantly, how to say it. Comfortable having difficult conversations without impacting the integrity of the established relationship. Strong communicator, both verbal and written. Ability to establish and maintain long term relationships, in person and over the phone.
  • Go-Getter - willing to go the extra mile with a strong work ethic; self-directed and resourceful. Knows how to take initiative to propose solutions or solve problems. Ability to look back at history and forward to possibilities to create solutions for our clients.
  • Achiever - committed to achieving results, independently and as part of a team. Responsive to client's needs, big or small, so that each one feels as if they are the most important. Capable of understanding the strategic impact of decisions while operating effectively at a tactical level to achieve results.
  • Ability to:
  • Gain a full understanding of all Distribution Intelligence Solutions services offered, and effectively communicate this information to prospects, clients, and all internal and external stakeholders.
  • Continually develop new aspects of all Consortium products and services offered by the Distribution Solutions division by participating in ongoing product development, capturing enhancements in training documentation and providing training to clients.
  • Prioritize, multi-task, and perform effectively under pressure.
  • Manage, administer, and track usage analytics with goal of increasing usage and ensuring clients can effectively use data and user interface.
  • Communicate with management on progress and performance of trainees and provide reporting to all levels of management.

Skills Required:

  • Excellent Communication skills
  • Excellent reporting and presentation skills a must, including the creation of PowerPoint decks and analyzing data in the data store and Excel files.
  • Ability to speak to stakeholders from all aspects from business and add value to decision-making.
  • Strong organization, communication, and collaboration skills. Can multitask with ease.
  • Demonstrated success in planning and controlling account related activities, use of delegation and effective communication.
  • Demonstrated leadership qualities such as strategic thinking and issue resolution.
  • Attention to detail and strong organizational skills to manage client contact.
  • Ability to manage multiple customer relationships; previous customer experience a must-have;
  • Creative thinking and out of the box solution mindset
  • Ability to understand client business model and proactively create opportunities to drive value.
  • Deep understanding of Agile and Scrum methodology
  • Understanding or experience in Salesforce platform is nice to have.
  • 5+ years of experience in financial services industry.
  • 5+ years of experience in a customer service or training capacity.
  • MS Office, strong knowledge of Excel and Powerpoint required; SQL and other programming, a nice to have

Why You Will Love It Here!

  • Flexibility : Hybrid Work Model

  • 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!

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at

#LI-DS3

#LI-Hybrid

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Applications will be accepted on an ongoing basis until the position is filled.

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.

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