Senior Sales Executive

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office or Remote
130K-130K Annually
Senior level
Fintech • Software
The Role
Sell enterprise solutions to asset management and brokerage organizations, develop new-logo and existing-account opportunities, build territory pipeline, and maintain customer relationships. The role requires consultative selling, knowledge of asset management technology and related services, market analysis, sales reporting, cross-functional coordination, and resolving customer issues. Candidates should have 10+ years of enterprise sales experience, preferably in transfer agency, brokerage, or asset management technology.
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


Senior Sales Executive

Locations: US-Remote

Get To Know Us:

We are seeking a Senior Sales Executive for a new team in Global Investor Distribution Solutions. This will be a high performing, collaborative sales team. In this role, you will focus on selling solutions for Transfer Agency Technology, Business Processing Outsourcing, Brokerage Sub Accounting, Mail Center Services, Alternative Asset Service and connectivity technology.

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.

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:

  • 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 you deep asset management technology knowledge to combine solutions to meet prospects and client’s needs.

What You Will Bring:

  • 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.

Thank you for your interest in SS&C! Join SS&C, where innovation meets global opportunities. Click here to apply.  

#LI-LH1



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 130,000 + Commission USD to 130,000 + Commission USD. Massachusetts: The expected base salary for the position is between $130000 + commission USD to $130000 + commission 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

  • 10+ years of enterprise sales experience
  • Experience successfully managing a sales territory
  • Strong consultative sales skills
  • Highly motivated, target-driven mindset
  • Thorough knowledge of the enterprise asset management ecosystem
  • Deep understanding of transfer agency, brokerage sub-accounting, mail center solutions, and record-keeping technology
  • BS or BA degree

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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