Senior Account Manager overseeing client accounts and strategy delivery across social, digital, and integrated channels. Managing relationships and leading team efforts for agency growth.
About the role
- Client Relationship Manager developing client relationships in retail alternative investments at SS&C. Focusing on service excellence and operational support for asset managers and financial advisors.
Responsibilities
- Develop and manage relationships with clients, ensuring high levels of client satisfaction and retention.
- Oversee service activities and support for a designated group of clients.
- Provide expert-level knowledge of retail alternative investments and product offerings.
- Act as the primary point of contact to resolve service issues and escalate incidents when necessary.
- Coordinate and collaborate with cross-functional teams to ensure seamless service delivery and continuous client support.
- Stay updated on SEC, FINRA, and state regulations related to alternative investments.
Requirements
- 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.
- Strong knowledge of regulatory compliance, SEC, FINRA, and state regulations specific to retail alternative investments.
- Strong understanding of operational processes related to interval funds, non-traded REITs, BDCs, and other non-traditional fund structures.
- 3-5 years in a managerial or team leadership role, with a focus on managing associates and driving team performance.
- Excellent communication skills with the ability to convey technical or operational process information to non-technical audiences.
Benefits
- Flexibility: Hybrid Work Model & a 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!
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