Senior Director, Client Relationship Management Transfer Agency
Senior Director, Client Relationship Management Transfer Agency
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1 Vacancy
Job Description
As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on SS&C for expertise scale and technology.
Job Description
Senior Director Client Relationship Management Transfer Agency
Locations: Kansas City MO Boston MA Chicago IL Denver CO New York NY Hybrid
Get To Know The Team:
The Senior Director serves as a senior leader within our growing retail alternatives transfer agency business delivering best-in-class service to a complex and diverse client base. This role is responsible for managing and strengthening existing client relationships supporting strategic growth initiatives and driving service excellence to enhance our clients capital-raising efforts.
The ideal candidate will have a strong understanding of the retail alternatives landscape including product structures and distribution channels with experience navigating complex client environments. They will play a key role in supporting new business opportunities and delivering innovative scalable solutions across the client lifecycle.
A solid background in fund administration servicesparticularly in hedge funds and private marketsis essential as is a working knowledge of relevant technology platforms and operational workflows. The Senior Director must demonstrate a high level of ownership strategic thinking and collaborative engagement across internal stakeholders including operations compliance fund accounting sales and technology.
This position requires strong industry experience excellent relationship management skills and a results-driven mindset focused on client satisfaction operational efficiency and business growth.
Why You Will Love It Here!
- Flexibility: Hybrid work model and 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:
- Lead and strategically manage high-value relationships with key clients including asset managers financial advisors broker-dealers and wealth management platforms to drive satisfaction retention and long-term partnership.
- Provide executive oversight of service delivery for a portfolio of complex client accounts ensuring alignment with both tactical service expectations and long-term strategic goals.
- Serve as a senior subject matter expert in retail alternative investmentsincluding interval funds non-traded REITs BDCs closed-end funds and tender offer fundsguiding clients with insight-driven advice and solutions.
- Act as a senior escalation point for service-related issues ensuring that problems are resolved swiftly through cross-functional collaboration and that root causes are addressed proactively.
- Partner with internal teams (sales operations fund accounting legal/compliance technology) to influence enterprise-level client service strategies and to support product innovation and client-centric initiatives.
- Identify and execute opportunities to expand service relationships increase client engagement and contribute to revenue growth through upselling or strategic partnership development.
- Lead and mentor a team of relationship managers and client service professionals fostering a culture of accountability collaboration and continuous improvement.
- Stay ahead of regulatory developments (SEC FINRA state-level) relevant to alternative investments and ensure all client engagements and service models remain compliant.
- Leverage data analytics and performance metrics to assess service delivery effectiveness identify trends and enhance reporting related to investor flows NAV and fee structures.
- Drive operational excellence by refining processes implementing best practices and reducing client risk and inefficiency.
- Actively contribute to business development representing client service in strategic planning RFPs and key client engagements.
What You Will Bring:
Experience & Knowledge:
- 10 years of experience in retail alternative investments with extensive background in fund administration product distribution or investor servicing.
- Deep expertise in managing complex client relationships and delivering service strategies tailored to alternative investment product ecosystems.
- Demonstrated success working with wirehouses independent broker-dealers (IBDs) RIAs and intermediary platforms (e.g. iCapital CAIS).
- In-depth knowledge of SEC FINRA and relevant state regulations governing retail alternatives and client servicing practices.
- Proven ability to operate at the intersection of client needs regulatory frameworks and operational capabilities.
Leadership & Interpersonal Skills:
- 5 years of leadership experience managing high-performing teams and leading cross-functional initiatives at scale.
- Executive presence and the ability to influence internal stakeholders and clients at all organizational levels.
- Track record of building trusted relationships with senior-level decision-makers and managing high-stakes client engagements.
Technical & Analytical Skills:
- Strong proficiency with fund administration and transfer agency platforms data reporting systems and CRM tools.
- Advanced analytical skills to interpret client data investor activity and operational trends to inform strategic decisions.
- Highly proficient in Microsoft Office Suite (Excel Word Outlook) and able to work within data visualization/reporting environments.
Service Orientation & Problem Solving:
- Exceptional client-centric mindset with the ability to deliver creative compliant and scalable solutions.
- Adept at managing competing priorities and tight deadlines in a fast-paced evolving environment.
- Skilled in conflict resolution negotiation and influencing positive outcomes under pressure.
Thank you for your interest in SS&C! If applicable to further explore this opportunity please apply directly with us through our Careers page on our corporate website @ 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.
Salary is determined by various factors including but not limited to relevant work experience job related knowledge skills abilities business needs and geographic regions.NY: Salary range for the position: $160000 USD to $220000 USD. Colorado: Salary range for the position: $130000 USD to $210000 USD.Required Experience:
Exec
Employment Type
Full-Time
