Associate Director, Client Relationship Management

Associate Director, Client Relationship Management

The Associate Director, Client Relationship Management will be responsible for fostering and maintaining strong relationships with Retail Alternatives Transfer Agency and Registered Fund Services' diverse client base, ensuring client satisfaction, retention, and identifying opportunities for growth. This role involves acting as a primary point of contact for assigned clients, understanding their needs, and coordinating internal resources to deliver exceptional service.

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact

• Manage and grow assigned client relationships, serving as the primary point of contact and trusted advisor.
• Develop and execute strategic account plans to deepen client relationships, identify cross-selling opportunities, and drive revenue growth.
• Proactively engage with clients to understand their evolving needs, challenges, and objectives, providing timely and effective solutions.
• Coordinate with internal teams, including operations, legal, compliance, and product development, to ensure seamless service delivery and issue resolution.
• Conduct regular client meetings and business reviews to discuss performance, service levels, and future initiatives.
• Prepare and present client reports, performance metrics, and service updates.
• Oversee the onboarding process for new clients, ensuring a smooth and efficient transition.
• Identify and mitigate potential risks to client relationships, escalating issues as necessary.
• Stay informed of industry trends, regulatory changes, and competitive landscape to provide valuable insights to clients.
• Participate in client-facing presentations and sales pitches for prospective clients as needed.

Required Experience

• Bachelor's degree in Business, Finance, Economics, or equivalent experience.
• Minimum of 7 years of experience in client relationship management, account management, or a related client-facing role within the financial services industry.
• Must have 7 years of transfer agency experience
• Ideal candidate will have in-depth knowledge of Interval Funds, Tender Offer Funds, Mutual Funds, and other alternative investment products.
• Strong understanding of fund administration services, transfer agency, regulatory requirements, and industry best practices.
• Exceptional communication, presentation, and interpersonal skills
• Proven ability to manage client relationships, navigate complex issues and deliver a high level of service.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM software.
• Ability to travel periodically to client sites as required.

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. Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location. Colorado: The expected base salary for the position is between $85,000 USD to $160,000 USD. Massachusetts: The expected base salary for the position is between $95,000 USD to $190,000 USD. In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company's discretion.

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.