Overview In this role you drive new business in the Advisory Wealth Management space, leveraging SS&C BDWS solutions to support growth. You will navigate complex sales cycles, engage cross-functional teams, and present to c-level stakeholders to close opportunities. You'll work within a fast-paced, enterprise environment and collaborate with product, services, and marketing to scale impact. This position offers exposure to industry-leading technology and strategic deals, underscored by a strong emphasis on measurable revenue growth.
Compensation / Benefits- medical, dental, and vision coverage
- 401(k) plan with company match
- paid time off
- holidays
- parential leave
- professional development reimbursement
Responsibilities- Prospect for new opportunities and generate pipeline through events and activities
- Lead meetings with C-level executives and key stakeholders
- Manage complex sales cycle from discovery to close
- Coordinate sales resources and ensure alignment across cross-functional teams
- Forecast accurately, communicate deal information to management, and track progress in Salesforce
- Research accounts, identify decision-makers, and understand client goals and requirements
- Contribute to market research and leverage marketing activities to drive opportunities
- Ensure successful deal closure and revenue recognition alignment
- Collaborate with Solution Consultants, Professional Services, Legal, and other internal teams
Key requirements- Bachelor's degree
- Proven ability to exceed sales and revenue targets
- Excellent presentation, written and oral communication and organizational skills
- Strong understanding and execution of Solution Selling methodology
- Working knowledge of the securities industry and terminology; wealth management technology is a plus
- Leadership ability to motivate and coordinate resources
- Proficiency in Microsoft Office and Salesforce
- communication
- leadership
- collaboration
- Salesforce
- Microsoft Office
- Solution Selling methodology
