SS&C Technologies

National Investment Consultant - Hybrid

SS&C Technologies$55K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-7 years in asset management, ETF, or wealth management sales
  • Proven success in building advisor relationships and asset gathering
  • Solid understanding of ETFs, capital markets, and portfolio construction
  • Exceptional presentation and consultative sales skills
  • Self-directed, organized, and entrepreneurial attitude
  • Series 7 and 63 licenses preferred

Responsibilities

  • Grow ETF assets and develop advisor relationships
  • Present ETF solutions through various engagements
  • Create strategic territory plans and sales campaigns
  • Collaborate with Portfolio Specialists, Marketing, and Business Intelligence
  • Utilize Salesforce and analytics tools to uncover opportunities
  • Manage an effective travel schedule targeting growth areas

Benefits

  • Medical, dental, and vision coverage
  • 401(k) plan with company match
  • Paid time off, holidays, and parental leave
  • Professional development reimbursement opportunity
Full Job Description
Job Description

National Investment Consultant

Location: Denver | Hybrid

About The Role

SS&S ALPS offers a full-service partnership approach to a select group of clients (including mutual funds, closed-end funds, ETFs and alternative investment funds) looking for truly customized service. We offer turn-key capabilities that anchor all of the diverse resources needed to run a full-service mutual fund complex. 

How You Will Make an Impact

  • Grow ETF assets and advisor relationships.
  • Present ETF solutions through meetings, events, and virtual engagements.
  • Develop strategic territory plans and sales campaigns.
  • Partner with Portfolio Specialists, Marketing, and Business Intelligence teams.
  • Leverage Salesforce and analytics tools to identify opportunities.
  • Maintain an effective travel schedule focused on growth opportunities

Required Experience 

  • 3-7 years of asset management, ETF, or wealth management sales experience.
  • Demonstrated success building advisor relationships and gathering assets.
  • Strong ETF, capital markets, and portfolio construction knowledge.
  • Excellent presentation and consultative sales skills.
  • Entrepreneurial, self-directed, and highly organized.
  • Series 7 and 63 preferred.

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at .

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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.

Colorado: The expected base salary for the position is between $55,000 USD to $110,000 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.

 

 

About SS&C Technologies

SS&C Technologies is a provider of software products and software-enabled services to the financial services industry. The company's products and services are used by various financial institutions, including banks, hedge funds, private equity firms, and insurance companies. SS&C operates in three business segments: Institutional and Investment Management, Alternative Asset Management, and Insurance and Financial Services. The company was founded in 1986 and is headquartered in Windsor, Connecticut.
Learn more about SS&C Technologies
Size
24,900 employees
Market Cap
$13.1 billion
Industry
Net Income
$625.2 million
Founded
1986
5 Year Trend
+27.8%
Revenue
$4.6 billion
NASDAQ

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