SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Account Executive, Partnership Sales
Location: Remote US
About the Role
SS&C Advent delivers financial technology solutions and services to financial services clients in the asset management, wealth management, and alternative investment space around the globe
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
How You Will Make an Impact
- Facilitate the business development of third-party partnerships to existing Black Diamond clients
- Coordinate with key stakeholders at third-party partnerships to drive sales success, including pipeline reporting, deal workshopping, marketing efforts, proactive outreach, and more
- Collaborate with Product teams as the voice of the client to influence future integration opportunities with Black Diamond
- Coordinate with existing field sales representatives and relationship managers to facilitate an overlay sales process to achieve ACV goals
Required Experience
3 plus years in financial services sales and customer success roles
Strong knowledge of how financial advisors support their clients’ retirement accounts, annuity, and insurance needs
Familiarity with the technology landscape for financial advisors, and the leading technology providers in the spaces of retirement accounts, annuities, and insurance
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
Join SS&C, where innovation meets global opportunities. Click here to apply.
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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Applications will be accepted on an ongoing basis until the position is filled.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Skills Required
- 3+ years of experience in financial services sales and customer success roles
- Strong knowledge of how financial advisors support retirement accounts, annuity, and insurance needs
- Familiarity with technology providers serving financial advisors in retirement accounts, annuities, and insurance
- Consistent track record of meeting and exceeding annual contract value goals
- Strong network within the registered investment advisor and broker-dealer markets for technology solutions
- Ability to work within a team structure across multiple lines of business
SS&C Technologies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.
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Leave & Time Off Breadth — Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
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Retirement Support — Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
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Equity Value & Accessibility — Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.
SS&C Technologies Insights
What We Do
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 22,000+ employees in over 150 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
