S

SS&C

Cloud-based SaaS for financial operations

Director, Product and Client Support

Product ManagementConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • A bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field is required.
  • Five to eight years of progressive experience in finance, preferably municipal finance, is required.
  • Experience working with a municipal issuer, financial institution or bank, municipal advisor, or financial technology or software organization serving municipal finance clients is required.
  • Demonstrated experience in product management, product development, business analysis, project management, or client-facing consulting roles is required.
  • A strong understanding of financial markets, debt issuance, municipal financing structures, and related workflows is required.
  • Strong analytical, organizational, and problem-solving skills are required.
  • Strong written and verbal communication skills and the ability to engage executive stakeholders and technical teams are required.

Responsibilities

  • Serve as the primary point of contact for clients using DBC Finance software.
  • Provide daily support for product inquiries, issue resolution, user guidance, and training.
  • Develop trusted client relationships and ensure high levels of satisfaction and engagement.
  • Identify opportunities to improve client adoption and utilization of platform capabilities.
  • Gather and document business requirements from clients and internal stakeholders.
  • Define product enhancements and prioritize development initiatives based on business value and client needs.
  • Collaborate with development teams to translate business requirements into functional product solutions.
  • Assist with annual product release planning, testing, validation, and market readiness activities.
  • Develop and maintain product roadmaps aligned with strategic objectives.
  • Act as the bridge between executive leadership, end users, product teams, and external partners.
  • Collaborate with other SS&C business units, including Blue Prism and related teams.
  • Facilitate communication between technical and non-technical stakeholders to align priorities and deliverables.
  • Support strategic initiatives that enhance product capabilities and customer experience.
  • Monitor industry trends, regulatory developments, and emerging technologies within municipal finance and related markets.
  • Conduct ongoing competitive analysis to identify market opportunities, risks, and product differentiation strategies.
  • Provide leadership with recommendations regarding new capabilities, market demands, and strategic positioning.
  • Establish acceptance criteria and validate product enhancements against business requirements.
  • Ensure deliverables meet functional, operational, and return-on-investment expectations.
  • Monitor project milestones and help ensure initiatives remain aligned with scope, budget, and strategic goals.
  • Advocate for the voice of the customer throughout the product lifecycle.

Desired Qualifications

  • An MBA, CPA, or other advanced financial or business credential is strongly preferred.
  • Experience supporting financial software, SaaS platforms, or enterprise applications is preferred.
  • Knowledge of product management methodologies, requirements documentation, product roadmaps, and release management processes is preferred.
  • Experience working with cross-functional and distributed teams is preferred.
  • Familiarity with automation, workflow management, or related technologies is a plus.

About the Company

SS&C

Cloud-based SaaS for financial operations

SS&C Technologies provides cloud-based software and services for financial services firms, focusing on investment and asset management. Its subscription-based SaaS tools automate back-office tasks, portfolio and investment management, and related workflows, all hosted in the cloud. The platform integrates with other financial systems to manage assets, processing, reporting, and compliance from a single place, helping reduce manual work and costs. By offering breadth across wealth, asset, and property management with a services-enabled SaaS model, its goal is to automate, standardize, and optimize back-office operations so firms can focus on managing investments and client relationships.

Company size
10,001+
Company stage
IPO
Headquarters
Windsor, CT
Founded
1986

Recently Posted Jobs

Explore more opportunities at SS&C

See more jobs