SS&C Technologies
Banking • Healthcare • Fintech
SS&C Technologies is a global leader in financial services and healthcare technology, recognized as the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. The company offers a comprehensive range of solutions including asset management, banking, healthcare, insurance, and wealth management, leveraging proprietary software and extensive expertise to meet the operational needs of clients across multiple industries.
Research Sales, Business Development
November 14
SS&C Technologies
Banking • Healthcare • Fintech
SS&C Technologies is a global leader in financial services and healthcare technology, recognized as the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. The company offers a comprehensive range of solutions including asset management, banking, healthcare, insurance, and wealth management, leveraging proprietary software and extensive expertise to meet the operational needs of clients across multiple industries.
📋 Description
• Work with the Director of Research Sales to facilitate the business development of Morningstar investment research and portfolio analytics to existing Black Diamond clients • Collaborate with Product teams as the voice of the client to influence the future of Morningstar integration with Black Diamond • Coordinate with existing field sales representatives and relationship managers to facilitate an overlay sales process to achieve ACV goals for research sales
🎯 Requirements
• 5 plus years in financial services sales and customer success roles, with a focus on investment research technology • Strong knowledge of how financial advisors integrate investment research, portfolio analytics, and proposal processes into their workflows • Familiarity with the technology landscape for financial advisors, and the leading technology providers in the investment research space • Consistent and successful track record of meeting and exceeding ACV goals • Strong network within the RIA and b/d markets for technology solutions • Ability to work within a team structure across multiple lines of business
🏖️ Benefits
• Hybrid Work Model and Business Casual Dress Code, including jeans • 401k Matching Program • Professional Development Reimbursement • Flexible Personal/Vacation Time Off • Sick Leave • Paid Holidays • Medical • Dental • Vision • Employee Assistance Program • Parental Leave • Discounts on fitness clubs, travel and more!
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