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Client relationship manager • independence mo

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Client Relationship Manager - Retail Alternative Investments

Client Relationship Manager - Retail Alternative Investments

Blue Prism GroupKansas City, MO, US
[job_card.full_time]
Client Relationship Manager Retail Alternative Investments.As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and ha...[show_more][last_updated.last_updated_30]
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Client Engagement Manager

Client Engagement Manager

Cushman & WakefieldKansas City, MO, US
[job_card.full_time]
The Client Engagement Manager oversees the full bid lifecycle for valuation opportunities, including RFPs, panel bids, and large multi-property engagements. This role leads onshore bid workflow mana...[show_more][last_updated.last_updated_variable_days]
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Client Services Manager

Client Services Manager

Pegasus ResidentialIndependence, MO, US
[job_card.full_time]
Assistant Community Manager w / quick growth potential.Your Role as a Assistant Community Manager : .Your practical and compassionate nature is critical to effectively balance between leasing apartment...[show_more][last_updated.last_updated_30]
Relationship Manager

Relationship Manager

VirtualVocationsKansas City, Missouri, United States
[job_card.full_time]
A company is looking for a Relationship Manager to expand its Active Trader client base.Key Responsibilities Manage the entire sales cycle for targeted segments through various communication meth...[show_more][last_updated.last_updated_30]
Client Relationship Consultant 3 (Banker) - Blue Ridge, MO

Client Relationship Consultant 3 (Banker) - Blue Ridge, MO

US BankKansas City, MO, United States
[job_card.full_time]
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...[show_more][last_updated.last_updated_variable_days]
Client Relationship Manager - Retail Alternative Investments

Client Relationship Manager - Retail Alternative Investments

SS&C Technologies HoldingsKansas City, MO
[job_card.full_time]
Client Relationship Manager – Retail Alternative Investments.Location : Kansas City, MO; Boston, MA; Braintree, MA; Chicago, IL. Denver, CO; Dublin, OH; Dallas, TX | Hybrid.The Manager of CRM will d...[show_more][last_updated.last_updated_30]
Associate Client Relationship Manager

Associate Client Relationship Manager

UMB Financial CorporationKansas City Missouri
[job_card.full_time]
UMB Institutional Banking encompasses the following areas : Corporate Trust, Specialty Trust & Agency Solutions, Fund Services, Institutional Custody, Investment Banking, Investor Solutions, Agent B...[show_more][last_updated.last_updated_30]
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Client Relationship Consultant 2 (Banker) - Gregory MO

Client Relationship Consultant 2 (Banker) - Gregory MO

U.S. BancorpKansas City, MO, US
[job_card.full_time]
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while...[show_more][last_updated.last_updated_30]
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IT Business Relationship Manager

IT Business Relationship Manager

WSPKansas City, MO, US
[job_card.full_time]
Information Technology (It) Business Relationship Manager.WSP USA is seeking a highly organized and proactive Information Technology (IT) Business Relationship Manager to support our US IT Business...[show_more][last_updated.last_updated_variable_days]
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Commercial Relationship Manager II

Commercial Relationship Manager II

Busey BankKansas City, MO, United States
[job_card.full_time]
The Relationship Manager is responsible for managing and maintaining borrowing relationships.This position is responsible for the development of new and existing business through calling programs a...[show_more][last_updated.last_updated_30]
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Client Strategy Manager

Client Strategy Manager

YipitDataKansas City, MO, US
[job_card.full_time]
YipitData is the leading market research and analytics firm for the disruptive economy and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary te...[show_more][last_updated.last_updated_30]
Commercial Banking Relationship Manager

Commercial Banking Relationship Manager

Commerce BankKansas City, MO, US
[job_card.full_time]
The main purpose of this job is to be involved in both the comprehensive management of existing commercial relationships as well as solicit new business opportunities with assigned customers and ta...[show_more][last_updated.last_updated_30]
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Associate Client Relationship Manager

Associate Client Relationship Manager

UMBKansas City, MO, US
[job_card.full_time]
Associate Client Relationship Manager.UMB Institutional Banking encompasses the following areas : Corporate Trust, Specialty Trust & Agency Solutions, Fund Services, Institutional Custody, Investmen...[show_more][last_updated.last_updated_30]
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Client Success Manager

Client Success Manager

Globe Life : Moore OrganizationsKansas City, MO, United States
[job_card.full_time]
Educate union and credit union members on the value of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide tailor...[show_more][last_updated.last_updated_1_day]
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Client Service Manager

Client Service Manager

Arthur J Gallagher & CoKansas City, MO, US
[job_card.full_time]
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of exc...[show_more][last_updated.last_updated_30]
East Regional Client Relationship Leader

East Regional Client Relationship Leader

Lockton CompaniesKansas City, United States of America
[job_card.full_time]
Manage a book of business consisting of high-net-worth personal insurance clients.Cultivate relationships with client to ensure retention and growth of the book. Act as a trusted advisor to clients,...[show_more][last_updated.last_updated_30]
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Client Relationship Consultant 3 (Banker) - Blue Ridge, MO

Client Relationship Consultant 3 (Banker) - Blue Ridge, MO

Missouri StaffingKansas City, MO, US
[job_card.full_time]
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Success Manager

Client Success Manager

Clearway HealthKansas City, MO, US
[job_card.full_time]
Welcome to Clearway Health - a recognized Great Place To Work and destination organization! We are an award-winning culture where talented people are respected, informed, engaged, empowered, develo...[show_more][last_updated.last_updated_variable_days]
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Client Account Manager - Transportation

Client Account Manager - Transportation

Jacobs SolutionsKansas City, MO, US
[job_card.full_time]
Client Account Manager For Transportation Practice In Missouri.At Jacobs, we're challenging today to reinvent tomorrow by solving the world's most critical problems for thriving cities, resilient e...[show_more][last_updated.last_updated_variable_days]
Client Relationship Manager - Retail Alternative Investments

Client Relationship Manager - Retail Alternative Investments

Blue Prism GroupKansas City, MO, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Client Relationship Manager Retail Alternative Investments

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.

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.

    • SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

    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.

    Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. Colorado : Salary range for the position : 85,000 USD to 110,000 USD.