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Client relationship manager • kansas city 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]
Client Relationship Consultant 2 (Banker) - 95th Street

Client Relationship Consultant 2 (Banker) - 95th Street

U.S. BancorpPrairie Village, KS, United States
[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_variable_days]
Pharmacy Relationship Manager

Pharmacy Relationship Manager

America's Pharmacy Group, LLCOverland Park, KS, United States
[job_card.full_time]
Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC i...[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]
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Client Engagement Manager

Client Engagement Manager

Missouri StaffingKansas 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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Relationship Manager IV - Corporate Banking

Relationship Manager IV - Corporate Banking

BOK FinancialOverland Park, KS, US
[job_card.full_time]
Relationship Manager IV - Corporate Banking.The corporate banking team is responsible for acquiring, expanding, and maintaining relationships by providing tailored financial services.They offer a c...[show_more][last_updated.last_updated_30]
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]
Client Service Manager

Client Service Manager

MonetaMission, KS, US
[job_card.full_time]
Registered Investment Advisor (RIA) wholly focused on going further for our clients.We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true p...[show_more][last_updated.last_updated_30]
Client Services Manager

Client Services Manager

MTC Holding CorporationLeawood, KS, US
[job_card.full_time]
The Client Service Manager provides day-to-day leadership, coaching, and operational oversight for a team of Client Service Associates (CSAs) with varying levels of tenure and experience.This role ...[show_more][last_updated.last_updated_variable_days]
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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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]
Client Relationship Manager III (CRMIII)

Client Relationship Manager III (CRMIII)

JMARK Business Solutions, Inc.Springfield, Missouri, United States, 65804
[job_card.full_time]
JMARK is a leading provider of managed IT services, cybersecurity solutions, cloud technologies, and strategic IT consulting. JMARK partners with businesses to transform technology into a true drive...[show_more][last_updated.last_updated_30]
Relationship Manager

Relationship Manager

VirtualVocationsIndependence, 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]
VIP Relationship Manager / Client Success Manager (CSM)

VIP Relationship Manager / Client Success Manager (CSM)

LaborintosKansas, Kansas, .US
[job_card.full_time]
[filters_job_card.quick_apply]
Contamos con un equipo sólido y robusto de consultores especializados en búsqueda y selección de personal, así como en consultoría en diversos temas asociado al Talento Humano en múltiples sectores...[show_more][last_updated.last_updated_variable_days]
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Commercial Relationship Manager

Commercial Relationship Manager

BuseyLeawood, KS, US
[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]
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 Success Manager

Client Success Manager

TradeJobsWorkForce64150 Riverside, MO, US
[job_card.full_time]
Client Success Manager Job Duties : Train CS team in the coaching / management process for clients in regards to ...[show_more][last_updated.last_updated_30]
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Client Relationship Analyst

Client Relationship Analyst

Morgan StanleyLeawood, KS, US
[job_card.full_time]
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions w...[show_more][last_updated.last_updated_30]
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Client Engagement Manager

Client Engagement Manager

Cushman & WakefieldKansas City, Kansas, USA
[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 managem...[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.