Account Executive Family Office

3 Months ago • 5 Years + • Business Development • $125,000 PA - $150,000 PA

Job Summary

Job Description

SS&C seeks an Account Executive specializing in Family Offices. 5+ years of financial services sales experience is required, with a focus on fund administration and middle office services. Must have strong communication, presentation, and relationship building skills.
Must have:
  • Financial Services Sales
  • Family Office
  • Fund Administration
  • Middle Office
Good to have:
  • Industry Trends
  • Client Presentations
  • Sales Cycle
  • Microsoft Office
Perks:
  • 401k Matching
  • Professional Development

Job Details

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 20,000+ employees in over 90 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.

Job Description

Account Executive Family Office

Location: New York | Boston

Get To Know The Team:

The SS&C Technologies Sales team is seeking a results-driven sales representative to actively seek out and engage customer prospects. The individual in this role would be responsible for selling into Family Offices. This includes understanding clients’ needs and providing complete and appropriate solutions to contribute to their success and boost top-line revenue growth.

Why You Will Love It Here!  

  • 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 
  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
  • Training: Hands-On, Team-Customized, including SS&C University 
  • Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

  • Create new business opportunities and build relationships with Family Offices
  • Partner with subject matter experts to navigate across solutions and present sound business conclusions from gathered information 
  • Maintain knowledge of industry trends and their potential impact on SS&C 
  • Attend and network at related industry events
  • Work within a dynamic setting in a culture that strives for and rewards achievement

What You Will Bring:

  • 5+ years of experience of financial services sales; (preferably Family Offices)
  • Understanding of fund administration, middle office and related services  
  • A self-starter mindset
  • Demonstrable communication, presentation, relationship, and collaboration skills 
  • Demonstrated ability to successfully accomplish responsibilities in a high-pressure, high-workload environment
  • Effectively manage time, prioritize tasks and work within deadlines with little supervision 
  • High level of comfort preparing and leading client presentations
  • Full sales cycle experience
  • Strong working knowledge of Microsoft Office applications – specifically MS PowerPoint, Word, and Excel
  • Bachelor’s Degree or equivalent experience

#-JP1

#-Hybrid

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.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

NY: Salary range for the position: 125000 USD to 150000 USD. California: Salary range for the position: 125000 USD to 150000 USD. Colorado: Salary range for the position: 125000 USD to 150000 USD. Other States Salary range for the position: 125000 USD to 150000 USD.

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