Present, promote and sell products and services to prospects and existing customers across the asset management and brokerage industry.
Together with SMEs, guide prospective customers in the development of their vision for the growth of their asset management or brokerage business and on how SS&C’s solutions can contribute to their success.
Establish, develop and maintain positive business and customer relationships to ensure future sales and reference-ability.
Expedite the resolution of customer problems and complaints to maximize satisfaction.
Coordinate sales effort with team members and other departments.
Analyze the territory/ market’s potential, track sales and status reports.
Supply management with reports on customer needs, problems, interests, competitive activities, and potential for new products and services.
Keep abreast of best practices and promotional trends.
Building pipeline opportunities across our solution sets
Hunting for new logos
Building sales within your assigned relationships
Using your deep asset management technology knowledge to combine solutions to meet prospects and client’s needs.

10+ years of Enterprise Sales Experience, preferably in the Transfer Agency, Brokerage or Asset Management Technology space.
Deep understanding of Transfer Agency, Brokerage Sub accounting, Mail Center Solutions and Record keeping Technology preferred, but not required.
Thorough knowledge of the enterprise asset management ecosystem.
A strong desire to succeed and proven experience successfully managing a territory.
Must have superb consultative sales skills, a highly motivated demeanor, and a target driven mindset in order to be successful in this role.
BS/BA degree is preferred.

Senior Sales Executive – Asset Management Technology Solutions

Key skills