Manager, Client Experience & Solutions (Fintech)

Location: Hybrid in New York, NY; Jacksonville, FL; or Denver, CO

Salary: USD 100,000–120,000 annual base salary, with potential discretionary bonus and/or equity awards.

Company

SS&C is a financial services and healthcare technology company headquartered in Windsor, Connecticut, serving financial services and healthcare organizations through proprietary technology and industry expertise.

What you will do

• Provide Tier 2 support by analyzing, troubleshooting, and resolving client- and team-reported technical issues.
• Act as a primary or secondary contact for assigned client relationships and support the broader Client Services portfolio.
• Manage tickets, contractual SLAs, software update delivery, and stakeholder requests through timely resolution.
• Create and maintain technical documentation, user guides, knowledge bases, and standard operating procedures.
• Deliver virtual and onsite system training to clients after implementation or as needed.
• Coordinate meetings with clients, internal teams, and external partners while recommending usability enhancements and effective solutions.

Requirements

• Bachelor’s degree or equivalent experience.
• 7+ years of experience in client service, business analysis, operations analysis, quality assurance, relationship management, or similar roles within financial technology or banking.
• Strong analytical, interpersonal, problem-solving, communication, and stakeholder-management skills.
• Familiarity with the Software Development Life Cycle and testing methodologies.
• Strong proficiency with relational databases and SQL queries, plus a foundational understanding of software development and deployment.
• Strong project management skills, adaptability, independent judgment, and the ability to meet strict deadlines and release schedules.

Nice to have

• Experience with trust accounting and knowledge of P&I accounting.
• Experience identifying automation opportunities and process improvements.

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.