Principal Client Relationship Executive - PA-RM-Q1-2026-R001

Location: New York, NY | Hybrid or Remote

Get To Know The Team:

As a Principal Client Relationship Executivewithin US Global and Investor Distributions Solutions, you will build and maintain effective long-term relationships and a high level of satisfaction with key senior-level decision makers and influencers for an assigned group of customer accountswith our US mutual funds, Brokerage, and or retirement client population. In this role, you will identify, develop and create demand for the organization's products and services by raising their profile with customers. Ideally, you will expand and grow the relationships by increasing product and service offerings as well as conducting regular status and strategy meetings with thecustomer's senior management to understand their needs in order to link them to the organization's product/service strategies. You will do this by working with a highly confident team dedicated to providing exceptional support to our clients and prospects.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model & a 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:

• Accountable for strategic client relationship management, client account planning, managing client expectations, developing client solutions, and ensuring that the work performed meets or exceeds contract and service level obligations.

• Negotiate contracts and schedules on behalf of SS&C and grow the revenue attained across their client portfolio.

• Facilitate teams assembled to address a client's business need and ensure that the recommended solutions are successfully implemented.

• Meet with executives and upper management at client organizations to understand the client's business strategies and share this information with key executives in our organization.

• Collaborate with clients to identify areas to improve a client's business or introduce an SS&C solution that aligns with and improves the client's ability to achieve their strategic objectives.

• Coordinate with Corporate FP&A team to provide analytical support and explanations for quarterly results, budgets, and forecasts.

• Develop and deliver complex business presentations to senior leadership internally and externally.

• Proactively participate in modeling and due diligence in support of business strategy, partnerships, and acquisitions.

• Partner with the business in any pricing or product design changes and/or decisions.

• Manage designated client strategic partner relationships with SS&C.

• Partner with sales and marketing leadership to align on strategies, renewal forecasting, coverage plans, and account risk and opportunities.

What You Will Bring:

• Proven track record in client relationship management, service delivery and/or sales of technology products and services.

• Comprehensive and current knowledge of financial industry trends.

• Superior knowledge of products, services, functions and principles in the Financial Services field, including but not limited to mutual funds, retirement, asset management, alternatives, brokerage, and customer service.

• Superior negotiation and presentation skills in both internal and external settings at the senior executive level.

• Masterful organizational, communication, and leadership skills, demonstrated by previous professional success.

• Strong contract management and negotiation skills with a high close rate.

• Ability to foster and develop partnerships across the enterprise.

• Ability to network, partner, and influence leaders in various parts of the organization to move the business forward.

• Ability to manage multiple high priority items at one time.

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.

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