Head of Client Relationships Fund Services

Vor 7 Tagen


City of Melbourne, Österreich SS&C Vollzeit

As a leading financial services and healthcare technology company based on revenue SS&c is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on SS&c for expertise scale and technology. Job Description Head of Client Relationships Fund Services Locations: Sydney or Melbourne Opportunity Snapshot The Head of Client Relationships role will be based out of our Sydney or Melbourne office and has the overall responsibility to lead manage and own the strategic and commercial management of existing client relationships. The role is also responsible for sales leadership and management within Australia & New Zealand building sustainable propositions for the local market and deliver against the regions revenue goals. This role is focused on a range of products with the portfolio consisting of : Transfer Agency & Fund Administration services A registry platform for Transfer Agency and Fund Administration Services Why You Will Love It Here Flexibility : Hybrid Work Model Your Future : Income Protection Insurance & Salary Continuance Work / Life Balance : Generous Bereavement & Compassionate leave Your Wellbeing : Private Health Insurance discount Primary & Secondary Paid Parental leave Death & TPD Insurance Diversity & Inclusion : Committed to Welcoming Celebrating and Thriving on Diversity Training : Hands-On Team-Customized including SS&C University Extra Perks : Discounts on fitness clubs travel and more Role Responsibilities Responsible for the local sales and marketing strategy building and executing against a sales plan to deliver profitable revenue growth. Leads the revenue forecasting process for Australia working with Finance to ensure an update accurate view on expected sales revenues from existing accounts. Responsible for executive relationships and stakeholder management within the client base ensuring high client satisfaction across all business unit functions. Works in conjunction with marketing to develop the local marketing campaigns and strategy. Responsible for the partner strategy aligned to the local business goals. Leads the client relationship team to achieve the financial targets for the region. Understand the competitive landscape and customer needs to effectively positionSS&c Ensures the client relationship team has well developed client plans aligned with the regions strategy and business plan to meet the revenue goals. Responsible for the well-being growth and career development of the client relationship team in Australia working with HR to ensure a high employee engagement. Ensures all client proposals are commercially viable and achieve required solution margins. Ensures client retention and high client satisfaction across the customer base. Maintain and develop personal relationships with key and senior client contacts internally and externally. Ensure a detailed understanding of our clients business products strategy requirements and understand the impact on SS&c's service offering. Liaise with Leads and Heads of internal business areas to monitor and ensure timely and quality service provided. Achieve Year on Year Growth and individuals / team sales targets through understanding the financial drivers of stakeholders. Support new business proposal processes through a deep understanding of SS&c's products services and technologies and how these can add value to a clients business. Lead all commercial and contractual relationships. Work with our clients and SS&c teams to always ensure customer satisfaction and communicate with internal stakeholders and Directors of any potential areas of concern. Senior point of contact for escalations and owns the resolution process. Drive process improvement and change through awareness of all client change requests / projects and how they fit into their strategic roadmap of change. Manage a team of high performing employees and continue to develop talent. Responsible for provision of relevant information to client contacts and internal stakeholders in a timely manner and in an appropriate format. Skills and Competencies Proven track record in client relationships hitting targets and growing clients. Strong network within the fund management industry. Proven executive stakeholder management. Demonstrate a high degree of autonomy. Knowledge of Financial Services regulatory environment. A good understanding of the client service model business strategy structure and product offering. Excellent Communication skills. Good analytical skills. Good verbal reasoning and numeric skills. Qualifications & Prior Knowledge 10 Years client relationship management experience. Proven track record in supervisory or management experience. Detailed knowledge of Transfer Agency Fund Administration and associated services. Experience working with technology and outsourced administration solutions. Key Behaviours Instils Trust contribute to building a safe learning environment in the business where the team can be listened to and understood. Collaborate Must be able to work in a co-operative manner with both internal and external teams and take all views and interests into account when formulating outcomes. Ensure Accountability Must take full ownership of their assigned responsibilities and the outcomes that are generated and pursued Customer Focus Must understand customer and partner needs from both a functional and operational perspective. Communicate Effectively Must be able to communicate effectively and efficiently both in written and verbal forms across all levels of an organisation and all sizes of groups. Must also be able to listen to others and evidence that they have understood the needs communicated appropriately 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 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. Employment Type: Full-Time Experience: years Vacancy: 1 #J-18808-Ljbffr



  • City of Melbourne, Österreich SS&C Vollzeit

    A leading financial services and technology firm is seeking a Head of Client Relationships for their Melbourne office. You will manage client relationships, drive sales strategies, and ensure high client satisfaction. This pivotal role requires strong expertise in client relationship management and an understanding of the financial services landscape. The...


  • City of Melbourne, Österreich Ss&C Vollzeit

    A leading financial services firm is seeking a Head of Client Relationships for their Melbourne office. You will manage client relationships, drive sales strategies, and ensure high client satisfaction. The ideal candidate has a proven track record in managing client relationships and stakeholder management for revenue growth across Australia and New...


  • Council of the City of Sydney, Österreich Mason Stevens Vollzeit

    Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes. More than just an administration platform, the innovative technology, paired with experienced investment specialist support, empowers advisers to deliver on their clients’ investment objectives via an unconstrained investment...

  • Head of Distribution

    vor 2 Wochen


    Council of the City of Sydney, Österreich at Vollzeit

    A leading fund management firm in Sydney is seeking a Head of Distribution. You will drive the firm's distribution and capital-raising strategy, focusing on wholesale client networks and building relationships with financial advisers and institutional investors. The ideal candidate has over 10 years of experience in funds management and a proven track record...


  • Council of the City of Sydney, Österreich at Vollzeit

    TOM Executive Recruitment have been retained by a leading Australian funds management business specialising in responsible entity, trustee, corporate trust and custody services to find a Head of Trustee Services. This is a senior role where you will have the ability to implement and develop your own strategy. Based in the CBD and reporting to the Head of...


  • Council of the City of Sydney, Österreich Mason Stevens Vollzeit

    Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes. More than just an administration platform, the innovative technology, paired with experienced investment specialist support, empowers advisers to deliver on their clients’ investment objectives via an unconstrained investment...


  • Council of the City of Sydney, Österreich at Vollzeit

    Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes. More than just an administration platform, the innovative technology, paired with experienced investment specialist support, empowers advisers to deliver on their clients’ investment objectives via an unconstrained investment...

  • Head of Risk Data

    vor 4 Wochen


    City of Melbourne, Österreich Cbus Super Fund Vollzeit

    Join to apply for the Head of Risk Data & Analytics role at Cbus Super Fund Cbus Super is one of Australia’s most successful Superannuation funds. For four decades we’ve proudly represented those who help shape Australia. As an award‑winning fund, we’ve been recognised for the benefits we provide to our members and our innovative investment approach....


  • City of Brisbane, Österreich at Vollzeit

    Lead the strategic direction, growth and performance of one of Australia’s most sophisticated unlisted property investment platforms. Sentinel Property Group is seeking an experienced and commercially astute Head of Funds Management to steward the performance, growth and strategic delivery of our national fund portfolio. Reporting to the Chief Operating...


  • City of Melbourne, Österreich B Lab Australia and Aotearoa New Zealand Vollzeit

    Overview We are thrilled to share that B Lab AANZ is the first region across the B Lab Network to design and launch new standards training specifically for B Consultants, reflecting our commitment to supporting you as trusted partners in expanding the B Corp community and movement in this region. We know this training could not have come soon enough and we...