SS&C Technologies Logo

SS&C Technologies

Director; Client Relationship Management

Reposted 7 Days Ago
Be an Early Applicant
In-Office
San Francisco, CA
Expert/Leader
In-Office
San Francisco, CA
Expert/Leader
Manage key client relationships, ensuring service levels meet expectations, fostering partnerships, identifying cross-selling opportunities, and leading client presentations over 10 years of experience in financial services.
The summary above was generated by AI

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

Senior Director, Client Relationship Manager

Locations: San Francisco, CA | Hybrid

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans

  • 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!

What You Will Get To Do:

  • 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

What You Will Bring:

  • 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

  • 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

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

#LI-Hybrid

CA Privacy notice: https://www.ssctech.com/hubfs/website/pdf/Privacy-Notice-for-CA-Job-Applicants.pdf

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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.

SS&C Technologies San Francisco, California, USA Office

600 Townsend St, San Francisco, CA, United States, 94103

Similar Jobs

An Hour Ago
Hybrid
4 Locations
116K-159K Annually
Mid level
116K-159K Annually
Mid level
Fintech • Machine Learning • Payments • Software • Financial Services
The Content Designer will create innovative content strategies and designs that enhance user experiences, leveraging collaboration and problem-solving skills to meet customer and business needs.
Top Skills: Figma
3 Hours Ago
Hybrid
4 Locations
90K-90K Annually
Internship
90K-90K Annually
Internship
Artificial Intelligence • Healthtech • Professional Services • Analytics • Consulting
Collaborate with teams to implement technology solutions, translating business problems into technical designs, and supporting project completion through various development methodologies.
Top Skills: AWSAzureDatabricksPower BIPythonSnowflakeSparkSQLTableau
11 Hours Ago
Remote or Hybrid
California, USA
76K-90K Annually
Junior
76K-90K Annually
Junior
Cloud • Fintech • Information Technology • Machine Learning • Software • App development • Generative AI
The Mid-Market Sales Executive is responsible for selling BlackLine's SaaS platform, managing pipeline, achieving sales quotas, and developing client relationships.
Top Skills: Finance/Accounting SoftwareSaaSSalesforce

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account