SS&C Technologies · 10 hours ago
Client Relationship Manager - Retail Alternative Investments
Boston, MA
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $130K/yr
5+ years expSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. The Client Relationship Manager will develop and manage relationships with clients in the retail alternative investments sector, ensuring excellent service and retention while overseeing operational and strategic client needs.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
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
Qualification
Required
5+ years in retail alternative investments, especially in fund administration, or transfer agency operations, 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
Strong understanding of operational processes related to interval funds, non-traded REITs, BDCs, and other non-traditional fund structures
Experience working within SLA-driven environments with exposure to operational risk and quality management
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
Ability to manage priorities and coordinate resources across cross-functional teams to support client deliverables and resolve complex issues
Strong interpersonal skills with the ability to develop rapport and trust with clients and stakeholders
Excellent communication skills with the ability to convey technical or operational process information to non-technical audiences
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
Strong service orientation with the ability to listen attentively to clients' needs and provide timely and effective solutions
Ability to manage multiple priorities, meet deadlines, and handle time-sensitive commitments effectively
Experience managing conflicts and persuading others to achieve positive outcomes
Preferred
Leadership or supervisory roles within a financial operations environment a plus
Benefits
401k Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical
Dental
Vision
Employee Assistance Program
Parental Leave
Discounts on fitness clubs, travel and more!
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial
10001+ employees
H1B Sponsorship
SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (90)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
Executive Vice President and Chief Financial Officer
Recent News
Business Wire
2025-12-03
2025-11-25
MarketScreener
2025-11-25
Company data provided by crunchbase