PA26SWSALRQ3001 Director Sales, Asset Services
Core
Drive new business sales and revenue growth for SS&C's Asset Services portfolio, focusing on Unit Registry, Transfer Agency, and Fund Administration services for Asset Managers, Wealth Managers, Trustees, and Custodians.
Role type
Senior Sales Director (Asset Services)
Builds
New client logos and revenue across TA and Fund Administration services
Domain
Financial Services (Asset Management, Wealth Management, Custody)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Strategic sales planning, executive-level client engagement, sales cycle management, commercial contract negotiation, revenue forecasting, competitive intelligence, lead generation, proposal development, cross-selling/upselling, CRM management
Preferred skills
Experience in alternative investments, asset and wealth management, banking and lending, insurance, or real estate industries
Technologies
CRM systems, LinkedIn
Responsibilities
Develop and execute pursuit plans for target clients, maintain relationships with C-level decision makers, manage bids/RFPs and tender documents, produce sales proposals and presentations, identify upsell opportunities, attend industry events for networking, update CRM systems with sales activities
Seniority
Director, strategic sales leadership