Overview:
In this role, you will manage senior-level client relationships within US Global and Investor Distributions Solutions, driving engagement across mutual funds, brokerage, and retirement clients. You’ll identify opportunities to expand SS&C offerings and align solutions with client strategy, working with a cross-functional team to deliver measurable value. You will lead strategic account planning, negotiate contracts, and help clients achieve their business objectives at scale. This is a high-impact, client-facing role focused on growth, partnership, and effective program delivery. Compensation / Benefits medical, dental, and vision coverage 401(k) plan with company match paid time off, holidays, and parental leave professional development reimbursement opportunity
Responsibilities:
Manage strategic client relationships and account planning for assigned client group Negotiate contracts and grow revenue across the portfolio Coordinate cross-functional teams to address client business needs and implement recommended solutions Engage with executives to understand client strategies and share insights internally Collaborate with clients to identify improvement opportunities and align SS&C solutions with objectives Coordinate with Corporate FP&A for analytical support on quarterly results, budgets, and forecasts Develop and deliver complex presentations to senior leadership Participate in due diligence and modeling for business strategy, partnerships, and acquisitions Partner with sales and marketing to align on renewal forecasts, coverage plans, and risks/opportunities Manage designated strategic partner relationships with SS&C
Key requirements:
Proven track record in client relationship management, service delivery, and/or sales of technology products and services Current knowledge of financial industry trends Strong understanding of financial services products (mutual funds, retirement, asset management, alternatives, brokerage, and client services) Excellent negotiation and presentation skills at the senior executive level Strong organizational, communication, and leadership abilities Contract management skills with a high close rate Ability to foster partnerships across the enterprise Ability to network, influence senior leaders, and move business forward Capacity to manage multiple high-priority items simultaneously Advanced communication and diplomacy Strategic thinking and problem-solving Cross-functional collaboration Influence and stakeholder management Adaptability and resilience