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

Client Relationship Manager – Retail Alternative Investments

Location: Kansas City, MO, Denver, CO, Braintree, MA | Hybrid

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
• Diversity & Inclusion: Committed to welcoming, celebrating, and thriving on diversity
• Training: Hands-on, team-customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel, and more!

What You Will Get To Do:

• 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.
• Coordinate and collaborate with cross-functional teams (sales, operations, compliance, fund accounting, technology) 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.

What You Will Bring:

• Experience & Knowledge:
  • 7+ years in retail alternative investments, especially in fund administration, product distribution, or investor servicing.
  • Proven experience in client relationship management with a deep understanding of alternative investment products and distribution channels.
  • Experience with wirehouses, independent broker-dealers (IBDs), registered investment advisors (RIAs), and intermediary platforms (e.g., iCapital, CAIS).
  • Strong knowledge of regulatory compliance, SEC, FINRA, and state regulations specific to retail alternative investments.
  • Solid background in managing client relationships in a financial services or wealth management context.

• Leadership & Interpersonal Skills:
  • 3-5 years in a managerial or team leadership role, with a focus on managing associates and driving team performance.
  • Proven ability to collaborate with diverse teams across various functions, ensuring effective communication and service delivery.
  • Strong interpersonal skills with the ability to develop rapport and trust with clients and stakeholders.

• Technical & Analytical Skills:
  • Experience with fund administration platforms, transfer agency systems, and performance reporting tools.
  • Ability to analyze data, interpret investor flows, and work with technical teams to enhance client services.
  • Strong computer proficiency in tools such as Microsoft Word, Excel, and Outlook, with the ability to navigate reporting systems.

• Service Orientation & Problem Solving:
  • Strong service orientation with the ability to