Director of Client Relationship Manager – Retail Alternative Investments

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

Director of Client Relationship Manager – 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 functi