National Investment Consultant

Reposted 2 Days Ago
Be an Early Applicant
Denver, CO, USA
In-Office
55K-110K Annually
Mid level
Fintech • Software
The Role
Grow ETF assets and advisor relationships through consultative sales, presentations, events, virtual engagements, and strategic territory planning. Develop sales campaigns, identify opportunities using Salesforce and analytics tools, and collaborate with Portfolio Specialists, Marketing, and Business Intelligence teams. The role requires strong ETF, capital markets, and portfolio construction knowledge, successful asset-gathering experience, excellent presentation skills, and an effective travel schedule.
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


National Investment Consultant/Inside Sales Representative

Location: Denver | Hybrid


About SS&C ALPS Advisors

SS&C ALPS Advisors is a growing ETF issuer offering differentiated investment solutions across income, infrastructure, energy, commodities, and alternative strategies.


The National Investment Consultant role is an inside sales position working to drive AUM growth. We currently have multiple NICs that are covering two territories. As our AUM continues to grow, we need dedicated in our necenters to accelerate AUM growth. This role will accomplish that.


What You'll Own
  • Drive growth of the SS&C ALPS ETF platform across a defined territory.
  • Building new and existing relationships with financial advisors and investment teams.
  • Delivering and educating ETF, portfolio insights, and asset-gathering.

What You’ll Bring
  • Grow ETF assets and advisor relationships.
  • Present ETF solutions through meetings, events, and virtual engagements.
  • Develop strategic territory plans and sales campaigns.
  • Partner with Portfolio Specialists, Marketing, and Business Intelligence teams.
  • Leverage Salesforce and analytics tools to identify opportunities.
  • Maintain an effective travel schedule focused on growth opportunities.

What You’ll Bring
  • 2-5 years of asset management, ETF or wealth management sales experience.
  • Demonstrated success building advisor relationships and gathering assets.
  • Strong ETF, capital markets and portfolio construction knowledge.
  • Excellent presentation and consultative sales skills.
  • Entrepreneurial, self-directed, and highly organized.
  • Series 7 and 63 preferred.

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.


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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.

Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.

Colorado: The expected base salary for the position is between $55,000 USD to $110,000 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

  • 3-7 years of asset management, ETF, or wealth management sales experience
  • Demonstrated success building advisor relationships and gathering assets
  • Strong ETF, capital markets, and portfolio construction knowledge
  • Excellent presentation and consultative sales skills
  • Entrepreneurial, self-directed, and highly organized
  • Series 7 and 63 licenses

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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