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Client relationship manager Jobs in Boston, MA

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Client relationship manager • boston ma

Last updated: 16 hours ago

Director, Client Relationship Management

SS&C TechnologiesBoston, MA, US
$100,000.00 yearly
Full-time

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financia... Show more

Director, Client Relationship Management

Blue Prism GroupBoston, MA, United States
$100,000.00 yearly
Full-time

Director, Client Relationship Management.SS&C ALPS offers a full-service partnership approach to a select group of clients (including mutual funds, closed-end funds, ETFs and alternative investment... Show more

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JPMorgan Private Client Relationship Manager Boston, MA

JPMorgan ChaseBoston, MA, United States
Full-time

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise.As... Show more

Relationship Manager Health Care Business Banking - Virtual Client

PNC Bank NAInternational Place , Boston
$55,000.00 yearly
Full-time +1

TheBusiness Banking - Healthcare Virtual Relationship Manager is a regionally located, centrally focused sales position working within multiple markets.This individual utilizes strong virtual commu... Show more

VP- Client Relationship Manager Commercial Franchise Practice

Oliver Wyman, LLCBoston, MA, United States
$120,500.00 yearly
Full-time

Client Relationship Manager Quick Service Restaurant Practice.Join a high-growth team at Marsh where innovation, relationship-building, and strategic thinking come together to shape the future of ... Show more

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JPMorgan Private Client Relationship Manager - Boston, MA

JPMorgan Chase Bank, N.A.Boston, MA, US
$150,000.00 yearly
Full-time

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise.As... Show more

Relationship Manager

DrawbridgeBoston, MA, United States
Full-time

Drawbridge | New York, NY (Hybrid) | Full-Time.Drawbridge is the leading cybersecurity platform built specifically for alternative investment firms.We give hedge funds, private equity firms, and fa... Show more

Relationship Manager

FlywireBoston, MA, United States
$78,000.00 yearly
Full-time

Are you ready to trade your job for a journey? Become a FlyMate!.Passion, excitement & global collaboration are all core to what it means to be a FlyMate.At Flywire, we're on a mission to deliver t... Show more

Associate Relationship Manager

WELLS FARGO BANKBOSTON, Massachusetts, United States of America
$110,000.00 yearly
Full-time

Wells Fargo Commercial Banking Middle Market Group is seeking an Associate Relationship Manager (Commercial Banking Program Associate) to join the Banker Development Program.The Banker Development ... Show more

Private Client Relationship Advisor

Brown AdvisoryBoston, MA, United States
Full-time

Brown Advisory Private Client Service Team Position.Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performan... Show more

VP- Client Relationship Manager Commercial Franchise Practice

Marsh & McLennanBoston, MA, United States
$120,500.00 yearly
Full-time

Client Relationship Manager Quick Service Restaurant Practice.Join a high-growth team at Marsh where innovation, relationship-building, and strategic thinking come together to shape the future of ... Show more

Registered Client Relationship Analyst

Morgan StanleyBoston, MA, United States
$31,200.00–$90,000.00 yearly
Full-time

Registered Client Relationship Analyst.Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ t... Show more

Site Relationship Manager

Careers Integrated Resources IncCambridge, MA, United States
Full-time

Site Relationship Manager/h2pIntegrated Resources, Inc is a premier staffing firm recognized as one of the tri-states most well-respected professional specialty firms.IRI has built its reputation o... Show more

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VP- Client Relationship Manager Commercial Franchise Practice

Mercer FranceBoston, MA, United States
Full-time

VP- Client Relationship Manager Commercial Franchise Practice.Join a high-growth team at Marsh where innovation, relationship-building, and strategic thinking come together to shape the future of ... Show more

 • New!

Associate Relationship Manager

Wells FargoBoston, MA, United States
$110,000.00 yearly
Full-time

Associate Relationship Manager (Commercial Banking Program Associate).Wells Fargo Commercial Banking Middle Market Group is seeking an Associate Relationship Manager to join the Banker Development ... Show more

Client Relationship Manager III

Western Alliance Trust Company, NABoston, MA
$129,995.00 yearly
Remote
Full-time

Client Relationship Manager III.As a Client Relationship Manager III you'll be responsible for managing significant client relationships and ensuring excellent client service and delivery to the cl... Show more

Private Client Relationship Manager

Citizens Financial GroupCharlestown, MA, United States
$83,000.00 yearly
Full-time

Citizens Private Client Relationship Manager (PCRM).At Citizens, our mission is to help clients, colleagues, and communities reach their potential.We do this through our distinguished client-centri... Show more

Insurance - Client Relationship Manager

CognizantBoston, MA, United States
$150,000.00 yearly
Full-time

Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business.CRM will serve as the primary point of contact for assigned clients.They support and rep... Show more

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Client Success Relationship Manager, Director

SS&C Technologies HoldingsBoston, MA, United States
Full-time

Client Success Relationship Manager, Director.SS&C Advent's Customer Success Relationship Managers serve as trusted advisors to our loyal customers, helping them to achieve success with their solut... Show more

 • New!

Relationship Manager

Drawbridge PartnersBoston, MA, US
Full-time
Quick Apply

Relationship Manager  Drawbridge  |  New York, NY (Hybrid)  |  Full-Time  About Drawbridge  Drawbridge is the leading cybersecurity platform built specifically fo... Show more

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Director, Client Relationship Management

Director, Client Relationship Management

SS&C TechnologiesBoston, MA, US
10 days ago
Salary
$100,000.00 yearly
Job type
  • Full-time
Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Job Title: Director, Client Relationship Management

Locations: Boston, MA; Denver, CO; Waltham, MA - Hybrid

About the Role

SS&C ALPS offers a full-service partnership approach to a select group of clients (including mutual funds, closed-end funds, ETFs and alternative investment funds) looking for truly customized service. We offer turn-key capabilities that anchor all of the diverse resources needed to run a full-service mutual fund complex.

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact

  • Owning and pro-actively managing a portfolio of key client relationships
  • Ensuring all SS&C service levels meet or exceed client expectations
  • Building trusted relationships with the Clients' key contacts (CEO, COO, etc.)
  • Capturing client feedback to drive strategic change initiatives and trend analysis
  • Organizing and chairing formal service level review meetings with clients
  • Articulating the benefits of SS&C services and business model to clients
  • Incorporating client initiatives, needs, and structures into formal account plans
  • Fostering strong internal working partnerships within all SS&C service areas
  • Identifying cross-selling opportunities within existing client base
  • Developing and translating MIS into process / service enhancement recommendations
  • Working closely with sales team and contributing to marketing efforts
  • Maintaining knowledge of industry trends and their potential impact on SS&C
  • Occasional travel is required

Required Experience

  • Bachelor's Degree or equivalent experience
  • Minimum of 5 years experience in financial services specifically Registered Funds '40 Act Space.
  • Must have experience managing client relationships within Fund Administration, Fund Accounting, Transfer Agent, Distribution, Tax, Valuation
  • Demonstrable communication, relationship, and team skills
  • High level of comfort preparing and leading client presentations
  • Significant degree of self-motivation and direction
  • Tact, professionalism, and savvy in resolving escalated client issues
  • Ability to generate ideas and suggest process improvements
  • Experience working closely with senior-level management
  • Experience in asset management, private funds, capital markets a plus
  • Must be willing to work on site a minimum of 6 days/month

Join SS&C, where innovation meets global opportunities. Click here to apply.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.

Colorado: The expected base salary for the position is between $100,000 USD to $175,000 USD. Massachusetts: The expected base salary for the position is between $100,000 USD to $195,000 USD.

In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company's discretion.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.