Advisory Relationship Manager

SS&C Advent - Jacksonville, FL3.2

Full-timeEstimated: $110,000 - $150,000 a year
SS&C Advent, a leading provider of award-winning software and services for the global investment management industry, is seeking an Advisory Relationship Manager at our office in Jacksonville or Remote.

Advent’s Advisory Relationship Manager will serve as trusted advisors to our loyal, Advisory clients, helping them to achieve success with their Advent solutions while maximizing their return on investment. By leveraging a proactive consultative approach, our Relationship managers bring Advent’s very best ideas, innovations, and capabilities to their portfolio of clients and match these to the client’s business objectives, determining the best approach for leveraging Advent’s capabilities, and providing recommendations on how to proceed. Relationship Managers are an integral component of the Advisory Market Unit at Advent, and we are looking for strong contributors to join our hybrid team of competitive and experienced professionals focused on transformational processes, client loyalty, our clients’ growth, and ultimately maintenance of our industry-leading renewal rates.


Proactively identify and prioritize accounts to focus efforts within a defined territory as based on perceived risk, potential growth opportunity, strategic value, and renewal time frame.
Develop long-term relationships with your portfolio of assigned clients, connecting with key business executives from C level on down. Effectively deliver scheduled business reviews to key business contacts.
Cultivate an understanding of your client’ business requirements, industry challenges and goals coupled with a strong understanding of how they are using their Advent solutions to maximize adoption, growth, and account retention as well as the trusted advisor role with the client.
Develop account and engagement plans for Advent clients that outline their critical success factors, metrics for success, potential issues, and dependencies and provide recommendations for each. Collaborate with internal teams such as Services, Support and Renewals to ensure execution of account and engagement plan.
Provide strategic oversight during the entire client journey including implementation, optimization, growth, renewal and ensure a seamless handover of knowledge and responsibilities where appropriate.
Identify expansion opportunities and collaborate with internal teams to ensure growth objectives and footprint increase.
Work closely with the Advent Services teams to identify new opportunities and facilitate transitions from Services following implementation, upgrades, migrations, etc.
Act as a collaborative partner with the Support teams to ensure client tickets are resolved to the best of Advent’s abilities.
Be the voice of the client to Product Management, Product Marketing, Support, Renewals, Services, Finance, etc. building strong working relationship with each to ensure client success and consistency of contact.
Develop a thorough understanding of the Advent product suite and industry (where not already present).
Work collaboratively with the Marketing team to identify and build client references and client quotes for marketing or PR opportunities
Experience & Attributes

Key to this role is being able to articulate value, inspire and sell the Advent story for transforming the investment management industry. As a trusted advisor and coach, the RM is the post-sales success leader for the client.
Extensive direct client/account management experience in enterprise software, business consulting or a related field.
Ability to multi-task and handle complex matters with little supervision and excellent follow-up.
High degree of organization, efficiency, urgency and follow through on program planning and execution.
Possess excellent verbal and written communication skills inclusive of outstanding presentation development and delivery skills, with the ability to inform, influence and impact all levels of management.
Demonstrated ability to communicate effectively, present and influence credibly at all levels of the organization, including executive and C-level.
Ability to prioritize and perform effectively in all situations.
Aptitude for both analyzing technical concepts and translating them into business terms, and for mapping business requirements to technical solutions.
History of strategic and innovative thinking – exercises great judgment and decision-making capabilities.
Demonstrated ability to grow relationships and expand platform footprints with the client firm.
Excellent interpersonal skills and the confidence to be an honest advocate, willing to push back when needed.
Prior hands-on working knowledge and/or implementation of a complex solution within the FinTech or Financial Services space
Strong collaboration and team working skills.
Excellent follow-up skills with great attention to detail.
Willing to travel 20-30%.
BA/BS or equivalent degree or related work experience.

Personal Characteristics:
Passionate about the success of your clients.
Inspirational, energized individual who’s not afraid move fast and take risks in the name of innovation.
Passionate about the intersection of technology and the financial services industry.
Someone who makes sense out of complexity yet communicates with a level of simplicity.
High performance and passionate about your customers, the Advisory space, your career.
Collaborative thought-leader.
If you've got what it takes to be a great Advisory Relationship Manager and want to work on a hardworking, success-oriented and fun team, then apply today.

At Advent, you will find a rewarding career where you can thrive at every level. We invest in our employees through offering competitive compensation and benefits, progressive training opportunities, and wellness programs that empower employees to achieve total (physical, financial, social & community) wellbeing. In addition to challenging and meaningful work, you will find a strong work-life balance and deep commitment to giving back to the communities where we live and work. Advent’s culture thrives on teamwork and diversity. So, bring your unique perspective and talent to Advent and thrive in your work today!

SS&C Advent is an equal opportunity employer, committed to a diverse workforce.

Principals only please. NO AGENCY CANDIDATES WILL BE CONSIDERED. Please apply directly to Advent. No phone calls please.