Director - Retail Alternatives Transfer Agency; Product and Sales Support
SS&C Technologies, Inc., Waltham, MA, United States
Job Description
Director of Client Relationship Management - Retail Alternative Investments
Location : Boston, MA | Braintree, MA | Waltham, MA | Kansas City, MO | New York, NY | Union, NJ - Hybrid
Get To Know Us SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few.
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
Point of contact for clients/investors to ensure overall client/investor satisfaction
Acting as escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues
Contributing to internal project initiatives, including technology and operational initiatives
Reviewing and processing investor subscriptions, redemptions, transfers, assignments and contact changes
Developing culture of continuous efficiency improvements resulting in increased capacity
Providing coaching, training and leadership as necessary to junior staff
Preparing wire transfer instructions in accordance with investor and/or fund management instructions
Processing cash, money movements, and reconciliations
Supporting the year-end audit process, in collaboration with the team, client, and auditors
Day-to-day interaction with other departments and counterparts to prevent/ resolve issues
What You Will Bring This role is responsible for developing and maintaining exceptional client relationships while leading support and service activities for retail transfer agency products, with a focus on retail alternatives. The position partners closely with clients, sales teams, and internal stakeholders to ensure both tactical execution and strategic objectives are met at the highest level of satisfaction. The role also contributes to product adoption, contract negotiations, and long-term growth initiatives, while operating as a senior leader with broad operational responsibility and strategic influence.
Key Responsibilities Client Relationship Management
Develop and sustain strong, trusted relationships with clients, serving as a senior point of contact for complex and strategic matters.
Ensure client needs, issues, and expectations-both tactical and strategic-are proactively managed and resolved to the highest standards.
Oversee support and service delivery activities for retail transfer agency products.
Product & Service Leadership
Develop a deep understanding of client needs and industry trends related to retail alternatives and transfer agency product development.
Support and help drive adoption of SS&C product initiatives across the client base.
Participate in the development and administration of broad-scope programs and projects with significant impact on retail transfer agency products.
Sales & Growth Collaboration
Partner with sales and support teams to identify opportunities for expanded business with existing clients and prospects.
Work on fee structures and contract terms for new prospects, new clients, and when new services are introduced.
Support prospective engagement by contributing product, operational, and service expertise.
Strategic Leadership
Act as a senior leader with broad operational or functional responsibility.
Collaborate with other senior leaders and executives to help establish and execute strategic plans and objectives.
Apply in-depth company knowledge, specialized expertise, and influence to resolve critical and complex business challenges.
Salary/wage rate is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.
The expected base salary for the position in MA is between $100,000 USD to $195,000 USD.
In addition to their salary, successful candidates may be eligible to receive an annual discretionary bonus and stock options.
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 @ www.ssctech.com/careers.
#LI-RS1
#LI-HYBRID
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.
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: $130,000 USD to $220,000 USD.
#J-18808-Ljbffr
Get To Know Us SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few.
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
Point of contact for clients/investors to ensure overall client/investor satisfaction
Acting as escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues
Contributing to internal project initiatives, including technology and operational initiatives
Reviewing and processing investor subscriptions, redemptions, transfers, assignments and contact changes
Developing culture of continuous efficiency improvements resulting in increased capacity
Providing coaching, training and leadership as necessary to junior staff
Preparing wire transfer instructions in accordance with investor and/or fund management instructions
Processing cash, money movements, and reconciliations
Supporting the year-end audit process, in collaboration with the team, client, and auditors
Day-to-day interaction with other departments and counterparts to prevent/ resolve issues
What You Will Bring This role is responsible for developing and maintaining exceptional client relationships while leading support and service activities for retail transfer agency products, with a focus on retail alternatives. The position partners closely with clients, sales teams, and internal stakeholders to ensure both tactical execution and strategic objectives are met at the highest level of satisfaction. The role also contributes to product adoption, contract negotiations, and long-term growth initiatives, while operating as a senior leader with broad operational responsibility and strategic influence.
Key Responsibilities Client Relationship Management
Develop and sustain strong, trusted relationships with clients, serving as a senior point of contact for complex and strategic matters.
Ensure client needs, issues, and expectations-both tactical and strategic-are proactively managed and resolved to the highest standards.
Oversee support and service delivery activities for retail transfer agency products.
Product & Service Leadership
Develop a deep understanding of client needs and industry trends related to retail alternatives and transfer agency product development.
Support and help drive adoption of SS&C product initiatives across the client base.
Participate in the development and administration of broad-scope programs and projects with significant impact on retail transfer agency products.
Sales & Growth Collaboration
Partner with sales and support teams to identify opportunities for expanded business with existing clients and prospects.
Work on fee structures and contract terms for new prospects, new clients, and when new services are introduced.
Support prospective engagement by contributing product, operational, and service expertise.
Strategic Leadership
Act as a senior leader with broad operational or functional responsibility.
Collaborate with other senior leaders and executives to help establish and execute strategic plans and objectives.
Apply in-depth company knowledge, specialized expertise, and influence to resolve critical and complex business challenges.
Salary/wage rate is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.
The expected base salary for the position in MA is between $100,000 USD to $195,000 USD.
In addition to their salary, successful candidates may be eligible to receive an annual discretionary bonus and stock options.
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 @ www.ssctech.com/careers.
#LI-RS1
#LI-HYBRID
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.
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: $130,000 USD to $220,000 USD.
#J-18808-Ljbffr