Manager, Client Relationship Management

Location: Hybrid in Kansas City, MO; Boston, MA; Braintree, MA; or Denver, CO

Salary: $70,000–$130,000 USD annually in Colorado; $115,000–$165,000 USD annually in Massachusetts. Additional discretionary bonus and/or equity awards may be available.

Company

SS&C is a financial services and healthcare technology company providing proprietary technology and operational solutions to financial services and healthcare organizations worldwide.

What you will do

• Develop and manage relationships with asset managers, financial advisors, broker-dealers, and wealth management platforms.
• Oversee tactical and strategic service needs, resolving operational, technical, and client support issues.
• Provide expertise on retail alternative investments, including interval funds, non-traded REITs, BDCs, closed-end funds, and tender offer funds.
• Coordinate with sales, compliance, fund accounting, technology, billing, and legal teams to deliver client solutions.
• Lead teams or individual associates and ensure service objectives and quality standards are met.
• Monitor investor flows, NAV calculations, fee structures, and service performance while improving procedures and supporting business growth.

Requirements

• Bachelor’s degree or equivalent work experience.
• 5+ years of experience in financial services, preferably in transfer agency, investor servicing, or wirehouse environments.
• Experience managing client relationships in financial services or wealth management.
• Strong knowledge of alternative investment products, distribution channels, investor servicing, and related operational processes.
• Knowledge of SEC, FINRA, and applicable state regulations affecting retail alternative investments.
• 3+ years of experience leading teams, managing associates, or working in a supervisory role, along with strong communication, analytical, organizational, and problem-solving skills.

Nice to have

• Experience working with independent broker-dealers, registered investment advisors, wirehouses, iCapital, or CAIS.
• Experience with fund administration platforms, transfer agency systems, reporting tools, and Microsoft Office applications.

Culture & Benefits

• Work with industry experts, modern platforms, and large-scale enterprise environments.
• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement opportunities.