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Sr. Sales Executive, Asset Management & Financial Services

SS&C Technologies
New York City, United Statesfull_timeVerifiedPosted 31 Mar 2026
💰 $150,000/yr

About the role

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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.

Job Description

Senior Sales Executive, Asset Management & Financial Services

Locations: REMOTE/HYBRID from most US States

Get To Know Us:

At SS&C, we don’t just sell software—we power the future of asset management and financial services. Our Global Investor Distribution Solutions team is a high-performing, collaborative sales force passionate about delivering cutting-edge solutions in Transfer Agency Technology, Business Process Outsourcing, Brokerage Sub-Accounting, and Alternative Asset Service & Connectivity Technology.

If you're energized by innovation, driven by results, and ready to work alongside some of the best in the industry, we’d love to meet you!

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model and Business Casual Dress Code

  • 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

  • Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees

  • Training: Hands-On, Team-Customized, including SS&C University

  • Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

  • As a Senior Sales Executive, you'll be a key player in expanding our client base and growing strategic relationships within the asset management, business process outsourcing and brokerage spaces.

  • Drive Growth: Present, promote, and sell SS&C's industry-leading products and services to new and existing clients in asset management and brokerage.

  • Lead with Vision: Partner with subject matter experts to help prospects develop their growth strategies—and show them how SS&C can power that vision.

  • Build Lasting Relationships: Develop strong, trusted relationships that ensure long-term customer success and reference-ability.

  • Problem-Solve Proactively: Resolve client issues quickly and effectively to maintain satisfaction and retention.

  • Collaborate & Coordinate: Work closely with internal teams to deliver a seamless customer experience.

  • Stay Ahead of the Curve: Analyze market trends, customer needs, and competitive activity to inform your sales strategy.

  • Own the Pipeline: Build and manage a strong pipeline of new opportunities—both through hunting and farming.

  • Innovate Solutions: Use your deep knowledge of asset management tech to design tailored solutions that deliver real business value.

  • Hit Your Targets: Meet or exceed sales goals and timelines—while continuously seeking feedback and improvement.

What You Will Bring:

  • 10+ years of enterprise sales experience, ideally within Transfer Agency, Brokerage, Asset Management Technology or Business Process Outsourcing

  • Deep understanding of Transfer Agency, Brokerage Sub accounting and Record keeping Technology preferred, but not required.

  • Strong understanding of the enterprise asset management ecosystem

  • Experience with consultative sales and managing a complex sales cycle

  • Proven ability to drive results and manage a territory independently

  • Strong track record of new logo acquisition and account growth

  • Excellent communication, presentation, and relationship-building skills

  • Self-motivated, results-driven, and passionate about delivering value

  • A BS/BA degree required

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

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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, recruitme

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Company

SS&C Technologies

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