Director Business Development

Posted Yesterday
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New York, NY, USA
In-Office
200K-240K Annually
Expert/Leader
Fintech • Software
The Role
Generates new software and services revenue for SS&C Advent among investment management firms, including asset managers and private wealth advisors. Responsibilities include prospecting, territory and account planning, full-cycle enterprise sales, executive relationship management, solution presentations, contract negotiation, pipeline forecasting in Salesforce, market analysis, and industry event participation. The role requires strong knowledge of investment management workflows and a proven record of exceeding sales targets.
Summary Generated by Built In

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


Director Business Development

Location : New York City | Hybrid


Job Summary

The Director Business Development role will be a key individual contributor sales executive who generates new revenue for the Advent division of SS&C Technologies, Inc. The ideal candidate will be a seasoned sales executive with direct experience selling software & services to the Investment Management market, specifically Asset Managers and complex Private Wealth Advisors.


How You Will Make an Impact
  • Drive new business revenue growth by selling Advent's Genesis Platform, Eze products, and related software and services solutions to Investment Management firms across the assigned territory, primarily NOAM.
  • Manage, in collaboration with the Relationship Management team, some key existing accounts for additional revenue opportunity.
  • Develop and execute strategic account and territory plans to identify, engage, and win new clients within the Investment Management vertical.
  • Generate qualified sales opportunities through proactive outbound prospecting, networking, referrals, and collaboration with Sales Analysts and Marketing.
  • Manage the full sales cycle from lead generation and qualification through solution presentation, contract negotiation, and deal closure.
  • Establish and maintain strong relationships with executive-level stakeholders and key decision-makers at investment management firms.
  • Collaborate with Sales Engineers and Solutions Managers to design and deliver solution presentations, demonstrations, proposals, and business cases aligned to customer needs.
  • Position the value of the Genesis Platform across front-, middle-, and back-office workflows, including portfolio management, order management, pre- and post-trade compliance, post-trade operations, portfolio accounting, performance, reconciliation, risk, client reporting, billing, and client portal capabilities.
  • Maintain an accurate pipeline and sales forecast within Salesforce and provide regular business updates to senior leadership.
  • Analyze market trends, competitor activity, and client requirements to identify growth opportunities and provide market feedback to internal stakeholders.
  • Represent Advent at industry conferences, trade shows, client events, and networking activities to enhance brand awareness and generate new business opportunities.
  • Ensure adherence to all company policies, procedures, compliance requirements, and ethical sales practices.
 Required Experience
  • Bachelor's degree in Business Administration, Marketing, Finance, or a related field OR equivalent experience
  • 8-10+ years of direct experience selling software solutions to investment management firms.
  • Proven track record of consistently meeting or exceeding sales targets and driving significant revenue growth.
  • Experience managing complex enterprise sales cycles from prospecting through contract negotiation and close.
  • Strong understanding of investment management workflows and financial software solutions, including trading, portfolio management, compliance, operations, accounting, performance measurement, and reporting systems.
  • Demonstrated ability to develop new business opportunities through outbound prospecting and strategic account development.
  • Excellent communication, presentation, negotiation, and relationship management skills, with the ability to engage senior executives and key decision-makers.
  • Experience collaborating cross-functionally with pre-sales, product, marketing, and customer-facing teams to drive successful sales outcomes.
  • Proficiency with Salesforce CRM and sales analytics tools.
  • Ability to travel as required to meet with clients and attend industry events.
  • Strategic thinker with strong business acumen, a consultative selling approach, and a results-oriented mindset.

Join SS&C, where innovation meets global opportunities. Click here to apply.




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.

Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location. New York: The expected base salary for the position is between $200,000 USD to $240,000 USD. In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.

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

  • Bachelor’s degree in Business Administration, Marketing, Finance, or a related field, or equivalent experience
  • 8–10+ years of direct experience selling software solutions to investment management firms
  • Proven record of meeting or exceeding sales targets and driving significant revenue growth
  • Experience managing complex enterprise sales cycles from prospecting through contract negotiation and closing
  • Strong understanding of investment management workflows and financial software solutions, including trading, portfolio management, compliance, operations, accounting, performance measurement, and reporting systems
  • Demonstrated ability to develop new business through outbound prospecting and strategic account development
  • Excellent communication, presentation, negotiation, and relationship management skills
  • Ability to engage senior executives and key decision-makers
  • Experience collaborating with pre-sales, product, marketing, and customer-facing teams
  • Proficiency with Salesforce CRM and sales analytics tools
  • Ability to travel as required for client meetings and industry events
  • Strategic thinking, strong business acumen, consultative selling approach, and results-oriented mindset

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: Birmingham, AL
22,000 Employees
Year Founded: 1986

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.

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