Product Manager

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 Product Manager for its rapidly growing Distribution Solutions business. In this exciting and highly visible role, you will be interacting with both clients and prospects regularly as well as managing the product roadmap, including AI initiatives related to the Alts data set.


Responsible for managing the WalletShare for Alternatives product, as well as other WalletShare new and existing services, including the user interface. Responsible for coordinating with other product managers and relationship managers to capture client feedback, develop requirements and manage the sprint process with your technical partners.


The WalletShare product is used by asset managers to identify opportunity and is an essential part of the sales team's workflow. Developing the strategic and technical vision for the product roadmap will be an essential role as our clients leverage data to meet their strategic goals.


The Distribution Solutions business is a rapidly growing and innovative business with new clients, new products and many opportunities. Given the rapid and dynamic growth of the business, we are seeking a talented professional with multiple skills, who is seeking a role with more interaction with clients as the core of your work. This exciting team is in growth mode and 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!


You will work with Product Management, Product Development, Sales teams, and Leadership to develop and maintain the product roadmap. Working with senior executives, sales teams and support functions, you will have responsibility for the ongoing engagement across clients, which includes managing client contact and product deliverables, driving the product roadmap, and onboarding new clients. This opportunity calls for a Product Manager that is passionate about learning and growing the business, managing client interactions across the product portfolio, and taking Financial Services companies in the area of Asset Management 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, please feel free to apply. We are excited to meet you.


What You Will Get To Do:

• Product Management : Responsible for managing the WalletShare for Alternatives data and user interface, coordinating with other product managers and relationship managers to capture client feedback, develop requirements and manage the sprint process with your technical partners.
• The WalletShare product is used by asset managers to identify opportunity and is an essential part of the Sales teams workflow. Developing the strategic and technical vision for the product roadmap will be an essential role as our clients leverage data to meet their strategic goals.
• Client Management: 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 be successful with the Distribution Intelligence Solutions product suite.
• The Product Manager works closely with the Client Relationship team to ensure client needs are met. The Product Manager contributes to relationship management via demos to prospects, meeting with internal and external Sales team members to further gather feedback from clients and provide expertise on the use of WalletShare products. The Product Manager will also assist in managing strategic relationships, enhancing client services solutions, and helping lead clients through the on-boarding and training process.
• Account Planning: Coordinate across the WalletShare teams to ensure that product feedback is gathered, new clients are onboarded and any technical issues are resolved.
• 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: Partner with the Client Relationship team to ensure they are able to explain new enhancements and onboard clients successfully. Review all 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 onboarded and able to actively use the product suite.

What You Will Bring:

• 5-10 years of related 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. Be detail-oriented and understand client strategic objectives.
• 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
• Prioritize, multi-task, and perform effectively under pressure
• Manage, administer, and track usage analytics with goal of increasing usage and ensuring clients are able to effectively use data and user interface.
• Communicate with management on progress and performance of trainees and provide reporting to all levels of management.
• Continually develop new aspects of all the products and services offered by the division by participating in ongoing product development, capturing enhancements in training documentation, and providing training to clients.

Skills Required:

• Excellent Communication skills
• Excellent reporting and presentation skills are a must. Ability to speak to stakeholders from all aspects of 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's business model and proactively create opportunities to drive value.
• Deep understanding of Agile and Scrum methodology
• Understanding or experience in the Salesforce platform is nice to have
• 5+ years of experience in the financial services industry.
• 5+ years of experience in a customer service or training capacity.

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

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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.