Define and execute the Client Success strategy for the Investment Management segment.
Align team objectives with corporate growth, retention, and client experience goals.
Serve as an executive sponsor for key strategic accounts.
Lead, coach, and develop a high-performing team of Client Success Managers.
Establish clear performance metrics tied to retention, expansion, client satisfaction, and adoption.
Foster a culture of accountability, consultative engagement, and continuous improvement.
Ensure the team operates as trusted advisors, bringing forward SS&C Advent’s most innovative capabilities and aligning them to client business priorities.
Guide clients in optimizing front-, middle-, and back-office workflows through best practices and transformational process improvements.
Drive industry-leading renewal rates and identify opportunities for expansion within existing accounts.
Provide voice-of-customer insights to influence product innovation and service enhancements.

Deep understanding of the Investment Management industry (asset managers, wealth managers, RIAs, institutional investors).
Proven experience leading Customer/Client Success, Relationship Management, or Account Management teams within financial technology or investment services.
Strong executive presence with the ability to influence senior stakeholders.
Track record of driving measurable retention, expansion, and client satisfaction outcomes.
Strategic thinker with operational discipline and data-driven decision-making skills.
Willingness to roll up their sleeves and personally manage client relationships, in addition to leadership.
Experience leading hybrid or geographically distributed teams.
Willingness to travel – 35%

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!

Senior Director, Client Success

Key skills