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About the Role
The Director, Field Sales will be a key individual contributor sales executive responsible for generating new revenue for the Advent division of SS&C Technologies, Inc. The ideal candidate will be a seasoned sales executive with direct experience selling software & services to the Investment Management market, specifically Asset Managers and complex Private Wealth Advisors.
Responsibilities
- Drive new business revenue growth by selling Advent's Genesis Platform, Eze products, and related software and services solutions to Investment Management firms across the assigned territory, primarily NOAM.
- Develop and execute strategic account and territory plans to identify, engage, and win new clients within the Investment Management vertical.
- Generate qualified sales opportunities through proactive outbound prospecting, networking, referrals, and collaboration with Sales Analysts and Marketing.
- Manage the full sales cycle from lead generation and qualification through solution presentation, contract negotiation, and deal closure.
- Establish and maintain strong relationships with executive-level stakeholders and key decision-makers at investment management firms.
- Collaborate with Sales Engineers and Solutions Managers to design and deliver solution presentations, demonstrations, proposals, and business cases aligned to customer needs.
- Position the value of the Genesis Platform across front-, middle-, and back-office workflows, including portfolio management, order management, pre- and post-trade compliance, post-trade operations, portfolio accounting, performance, reconciliation, risk, client reporting, billing, and client portal capabilities.
- Maintain an accurate pipeline and sales forecast within Salesforce and provide regular business updates to senior leadership.
- Analyze market trends, competitor activity, and client requirements to identify growth opportunities and provide market feedback to internal stakeholders.
- Represent Advent at industry conferences, trade shows, client events, and networking activities to enhance brand awareness and generate new business opportunities.
- Ensure adherence to all company policies, procedures, compliance requirements, and ethical sales practices.
Requirements
- Bachelor's degree in Business Administration, Marketing, Finance, or a related field.
- 8-10+ years of direct experience selling software solutions to investment management firms.
- Proven track record of consistently meeting or exceeding sales targets and driving significant revenue growth.
- Experience managing complex enterprise sales cycles from prospecting through contract negotiation and close.
- Strong understanding of investment management workflows and financial software solutions, including trading, portfolio management, compliance, operations, accounting, performance measurement, and reporting systems.
- Demonstrated ability to develop new business opportunities through outbound prospecting and strategic account development.
- Excellent communication, presentation, negotiation, and relationship management skills, with the ability to engage senior executives and key decision-makers.
- Experience collaborating cross-functionally with pre-sales, product, marketing, and customer-facing teams to drive successful sales outcomes.
- Proficiency with Salesforce CRM and sales analytics tools.
- Ability to travel as required to meet with clients and attend industry events.
- Strategic thinker with strong business acumen, a consultative selling approach, and a results-oriented mindset.
Skills
- Salesforce CRM
- Sales analytics
Location
- NOAM
Work Type
- Field Sales
Experience Level
- 8-10+ years
Education Level
- Bachelor's degree
Salary/Compensations
- $130,000 USD to $150,000 USD
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k) plan with company match
- Paid time off
- Holidays
- Parental leave
- Professional development reimbursement
About the Company
- 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.
Equal Opportunity
- 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.