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
Manager, Client Relationship Management
Location: Kansas City, MO; Boston, MA; Braintree, MA; Denver, CO (hybrid)
About the Role
The Manager of CRM will develop and manage relationships with clients such as asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring excellent service and retention. This role focuses on overseeing operational and strategic client needs, providing expert knowledge of retail alternative investments, and acting as the primary contact for issue resolution. The Manager will collaborate with internal teams to deliver seamless service, lead and support team members, and ensure compliance with industry regulations. Strong leadership, client management, and analytical skills are essential to optimize service delivery and support business growth.
Why Join SS&C
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
Develop and manage relationships with clients, including asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring high levels of client satisfaction and retention.
Oversee service activities and support for a designated group of clients, addressing both tactical and strategic operational needs.
Provide expert-level knowledge of retail alternative investments (such as interval funds, non-traded REITs, BDCs, closed-end funds, and tender offer funds) and product offerings to guide clients and help them make informed decisions.
Act as the primary point of contact to resolve service issues, technical problems, and escalate incidents when necessary, ensuring quick and effective solutions.
Act as a key liaison between internal operational teams and clients, ensuring accurate and timely resolution of inquiries and issues.
Coordinate and collaborate with cross-functional teams (sales, compliance, fund accounting, technology, billing, legal) to ensure seamless service delivery, enhanced service offerings, and continuous client support.
Demonstrate the value of SS&C’s support offerings to clients, identifying opportunities for expanded support business.
Manage and lead teams or individuals to ensure that service objectives are met and the department delivers quality performance.
Stay updated on SEC, FINRA, and state regulations related to alternative investments, ensuring that the company’s services remain compliant and align with industry standards.
Utilize analytical and technical skills to monitor performance, interpret data, and manage reporting on investor flows, NAV calculations, and fee structures.
Develop and implement procedures to optimize service delivery, reduce client downtime, and lower support costs.
Participate in business development efforts and support strategic growth initiatives by identifying client needs and proactively offering tailored solutions.
Required Experience
Bachelor’s degree or equivalent work experience.
5+ years of experience in financial services, with a strong preference for experience in transfer agency, investor servicing or wire houses
Experience managing client relationships and supporting clients within a financial services or wealth management environment.
Strong understanding of alternative investment products, distribution channels, and investor servicing processes.
Experience working with wirehouses, independent broker-dealers (IBDs), registered investment advisors (RIAs), and intermediary platforms such as iCapital or CAIS.
Knowledge of regulatory requirements impacting retail alternative investments, including SEC, FINRA, and applicable state regulations.
Experience with operational processes related to interval funds, non-traded REITs, BDCs, and other alternative investment structures.
3+ years of experience leading teams, managing associates, or serving in a supervisory role.
Strong leadership, collaboration, and communication skills with the ability to build relationships with clients, internal partners, and cross-functional teams.
Strong problem-solving skills with the ability to analyze issues, prioritize effectively, and drive timely resolutions.
Ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced, team-oriented environment.
Strong organizational skills with the ability to coordinate resources and support client deliverables.
Ability to communicate complex operational processes clearly to both technical and non-technical audiences.
Experience with fund administration platforms, transfer agency systems, reporting tools, and Microsoft Office applications, including Excel, Word, and Outlook.
Ability to quickly learn and adapt to new systems, processes, and business requirements.
Join SS&C, where innovation meets global opportunities. Click here to apply.
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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.
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 $70,000 USD to $130,000 USD. Massachusetts: The expected base salary for the position is between $115,000 USD to $165,000 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.
Skills Required
- Bachelor's degree or equivalent work experience
- 5+ years of experience in financial services
- Experience in transfer agency, investor servicing or wire houses
- Experience managing client relationships in financial services or wealth management
- Strong understanding of alternative investment products, distribution channels, and investor servicing processes
- Experience working with wirehouses, independent broker-dealers (IBDs), RIAs, and intermediary platforms such as iCapital or CAIS
- Knowledge of regulatory requirements impacting retail alternative investments (SEC, FINRA, state regulations)
- Operational experience with interval funds, non-traded REITs, BDCs, closed-end funds, and tender offer funds
- 3+ years of experience leading teams, managing associates, or supervisory experience
- Strong leadership, collaboration, and communication skills
- Strong problem-solving skills and ability to prioritize and drive resolutions
- Ability to manage multiple priorities, meet deadlines, and work in a fast-paced team environment
- Strong organizational skills and ability to coordinate resources to support client deliverables
- Ability to communicate complex operational processes to technical and non-technical audiences
- Experience with fund administration platforms, transfer agency systems, reporting tools, and Microsoft Office applications
- Ability to quickly learn and adapt to new systems, processes, and business requirements
SS&C Technologies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.
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Leave & Time Off Breadth — Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
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Retirement Support — Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
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Equity Value & Accessibility — Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.
SS&C Technologies Insights
What We Do
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 22,000+ employees in over 150 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
