Present, promote, and sell SS&C's industry-leading products and services to new and existing clients in asset management and brokerage.
Partner with subject matter experts to help prospects develop their growth strategies—and show them how SS&C can power that vision.
Develop strong, trusted relationships that ensure long-term customer success and reference-ability.
Resolve client issues quickly and effectively to maintain satisfaction and retention.
Work closely with internal teams to deliver a seamless customer experience.
Analyze market trends, customer needs, and competitive activity to inform your sales strategy.
Build and manage a strong pipeline of new opportunities—both through hunting and farming.
Use your deep knowledge of asset management tech to design tailored solutions that deliver real business value.
Meet or exceed sales goals and timelines—while continuously seeking feedback and improvement.

10+ years of enterprise sales experience, ideally within Transfer Agency, Brokerage, Asset Management Technology or Business Process Outsourcing
Deep understanding of Transfer Agency, Brokerage Sub accounting and Record keeping Technology preferred, but not required.
Strong understanding of the enterprise asset management ecosystem
Experience with consultative sales and managing a complex sales cycle
Proven ability to drive results and manage a territory independently
Strong track record of new logo acquisition and account growth
Excellent communication, presentation, and relationship-building skills
Self-motivated, results-driven, and passionate about delivering value
A BS/BA degree required

Senior Sales Executive, Asset Management & Financial Services

Key skills