SS&C Technologies

National Investment Consultant

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

Qualifications

  • Bachelor’s degree or equivalent and 3-5 years in the investment industry.
  • Proficient in Microsoft Word and Excel with extensive use of internal and external systems.
  • Strong writing, quantitative, and communication skills with attention to detail.
  • Self-starter with collaborative skills to execute multiple sales campaigns.
  • Willingness to learn and take on additional responsibilities over time.
  • Positive attitude with a high level of professionalism.
  • Series 7 and 63 licenses preferred.

Responsibilities

  • Present the full suite of ALPS products via in-person, phone, and digital channels.
  • Engage in office collaboration and occasional travel to cover specific state territories.
  • Focus on raising assets and expanding growth within the RIA segment involving wirehouses and advisors.
  • Travel with advisors and portfolio specialists to enhance client engagement.
  • Participate in product presentation contests to ensure team consistency in messaging.
  • Communicate regularly with specialists for cross-sell opportunities and leads.
  • Utilize data from Salesforce and QuickSight in collaboration with the Business Intelligence Team.

Benefits

  • Hybrid work model with a business casual dress code like jeans.
  • 401k matching program and professional development reimbursement.
  • Flexible personal and vacation time off, along with sick leave and paid holidays.
  • Comprehensive medical, dental, and vision benefits, plus an employee assistance program.
  • Parental leave and discounts on fitness clubs and travel.
Full Job Description
Job Description

National Investment Consultant/Inside Sales Representative

Location: Denver | Hybrid


About SS&C ALPS Advisors

SS&C ALPS Advisors is a growing ETF issuer offering differentiated investment solutions across income, infrastructure, energy, commodities, and alternative strategies.


The National Investment Consultant role is an inside sales position working to drive AUM growth. We currently have multiple NICs that are covering two territories. As our AUM continues to grow, we need dedicated in our necenters to accelerate AUM growth. This role will accomplish that.


What You'll Own
  • Drive growth of the SS&C ALPS ETF platform across a defined territory.
  • Building new and existing relationships with financial advisors and investment teams.
  • Delivering and educating ETF, portfolio insights, and asset-gathering.

What You’ll Bring
  • 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.

What You’ll Bring
  • 2-5 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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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.

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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