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Client Relationship Manager - Retail Alternative Investments

Client Relationship Manager - Retail Alternative Investments

SS&C Technologies HoldingsKansas City, MO
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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
  • 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!

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 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.
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    Client Relationship Manager • Kansas City, MO