Strategic Relationship Manager

Sales New York, New York


SS&C Advent, a leading provider of award-winning software and services for the global investment management industry, is seeking a Strategic Relationship Manager at our office in New York.   

Advent’s Strategic Relationship Manager will serve as trusted advisor and sales resource to our enterprise investment management and service provider clients, helping them achieve success with their SS&C Advent solutions while maximizing their return on investment. By leveraging a proactive consultative approach, our Strategic Relationship Managers bring SS&C 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 SS&C Advent’s capabilities.




  • 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 SS&C Advent solutions to maximize adoption, growth, and account retention as well as the trusted advisor role with the client.
  • Provide strategic oversight during the entire client journey including implementation, optimization, growth, renewal and ensure a seamless handover of knowledge and responsibilities where appropriate.
  • Act as a collaborative partner with the Support teams to ensure client tickets are resolved to the best of SS&C 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.
  • Build and maintain a high level of client satisfaction and reference-ability
  • Own all solutions and services sales activities for assigned accounts
  • Attain and exceed annual sales quota
  • Forecast accurately
  • Develop necessary pipeline to exceed annual quota
  • Successfully diagnose business operations of clients and prescribe appropriate SS&C Advent solutions and services
  • Use Salesforce effectively to manage the sales process, lead generation to close, and maintain relevant data

Required Qualifications:

  • 5+ years of client/account management and/or sales 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.
  • Demonstrated ability to grow relationships and expand platform footprints with the client firm.
  • Proven ability to consistently exceed sales and revenue targets
  • 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
  • Experience working with global asset managers, alternative investment managers or service providers preferred
  • 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.

If you've got what it takes to be a great Strategic Relationship Manager and want to work on a hardworking, success-oriented and fun team, then apply today.

Why work for Advent?

Experience and Stability

  • 30 years of successfully providing mission-critical, reliable, trusted solutions to investment management organizations of all sizes
  • 4,500 clients worldwide with over $16 trillion managed with our systems

Global Opportunities

  • Advent has local presence on four continents, supporting clients all over the world
  • Offices located in San Francisco, Jacksonville, New York, Boston, London, Copenhagen, Amsterdam, Zurich, Stockholm, Oslo, Dubai, Hong Kong, Singapore and Beijing


  • Commitment to innovation, which is inspired by client and industry needs
  • Consistently investing a healthy percentage of revenue in R&D

A great place to work

  • Regularly ranked in the top 15 on the list of 100 Best Places to Work in the Bay Area
  • Named one of the Top Corporate Philanthropists in the Greater Bay Area since 2009
  • Recognized as one of the “Bay Area’s Healthiest Employers” four years in a row

This is a full time, staff position with Advent Software, Inc. A competitive compensation and comprehensive benefits package includes equity compensation, 401(k) w/match, employee stock purchase, and domestic partners coverage. For 30 years, Advent has revolutionized professional money management. Join us as we shape the future of the financial services industry.


Please apply directly to Advent. No phone calls please.   Advent Software, Inc. is an equal opportunity employer, committed to a diverse workforce.