Family Office Sales Representative

1 week ago


San Francisco, California, United States SS&C Full time
Job Description

SS&C Technologies is seeking a results-driven sales representative to actively seek out and engage customer prospects in the Family Office space.

Key Responsibilities:
  • Understand clients' needs and provide complete and appropriate solutions to contribute to their success and boost top-line revenue growth.
  • Create new business opportunities and build relationships with Family Offices.
  • Partner with subject matter experts to navigate across solutions and present sound business conclusions from gathered information.
  • Maintain knowledge of industry trends and their potential impact on SS&C.
  • Attend and network at related industry events.
Requirements:
  • 5+ years of experience in financial services sales, preferably in Family Offices.
  • Understanding of fund administration, middle office, and related services.
  • A self-starter mindset.
  • Demonstrable communication, presentation, relationship, and collaboration skills.
  • Demonstrated ability to successfully accomplish responsibilities in a high-pressure, high-workload environment.
  • Effectively manage time, prioritize tasks, and work within deadlines with little supervision.
  • High level of comfort preparing and leading client presentations.
  • Full sales cycle experience.
  • Strong working knowledge of Microsoft Office applications, specifically MS PowerPoint, Word, and Excel.
  • Bachelor's Degree or equivalent experience.
What We Offer:
  • Excellent benefits, including health, dental, 401k plan, tuition, and professional development reimbursement plan.
  • A dynamic and culture that strives for and rewards achievement.
  • Opportunities for professional growth and development.
Location:

New York | Boston

Salary range for the position: USD to USD



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