Research Sales & Business Development

Posted 9 Days Ago
Be an Early Applicant
Hiring Remotely in Illinois
Remote
Senior level
Fintech • Software
The Role
The role involves business development for investment research and portfolio analytics, collaborating with product teams, and managing client relationships to achieve sales goals.
Summary Generated by Built In

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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

Research Sales & Business Development

Location: Remote US

Get To Know Us:

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 You Will Love It Here!

  • Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
  • Your Future: 401k Matching Program, Professional Development Reimbursement
  • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
  • Training: Hands-On, Team-Customized, including SS&C University
  • Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do: 

  • Work with the Director of Research Sales to facilitate the business development of Morningstar investment research and portfolio analytics to existing Black Diamond clients 

  • Collaborate with Product teams as the voice of the client to influence the future of Morningstar integration with Black Diamond 

  • Coordinate with existing field sales representatives and relationship managers to facilitate an overlay sales process to achieve ACV goals for research sales 

 

What You Will Bring: 

  • 5 plus years in financial services sales and customer success roles, with a focus on investment research technology 

  • Strong knowledge of how financial advisors integrate investment research, portfolio analytics, and proposal processes into their workflows 

  • Familiarity with the technology landscape for financial advisors, and the leading technology providers in the investment research space 

  • 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 

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website: www.ssctech.com/careers.

#LI-HE1

#CA-HE

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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.

Top Skills

Financial Services
Investment Research Technology
Portfolio Analytics
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Windsor, CT
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.

Similar Jobs

Benable Logo Benable

Product Delivery Lead (US-based only, Remote)

Consumer Web • Information Technology
Remote
United States
30 Employees
110K-175K Annually

Eve Legal Logo Eve Legal

Team Lead

Legal Tech • Software • Generative AI
Easy Apply
Remote or Hybrid
United States
87 Employees

SambaSafety Logo SambaSafety

Customer Onboarding Specialist - Temporary

Insurance • Logistics • Software • Transportation • Business Intelligence
Remote or Hybrid
United States
300 Employees
19-22 Hourly

Vivian Health Logo Vivian Health

Senior Customer Success Manager

Healthtech • HR Tech • Software
Easy Apply
Remote
United States
110 Employees
80K-100K Annually

Similar Companies Hiring

PRIMA Thumbnail
Travel • Software • Marketing Tech • Hospitality • eCommerce
US
15 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
40 Employees
Scotch Thumbnail
Software • Retail • Payments • Fintech • eCommerce • Artificial Intelligence • Analytics
US
25 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account