National Investment ConsultantBusiness Intelligence Hybrid
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Job Location:
Denver, CO - USA
Monthly Salary:
Not Disclosed
Posted on:
5 days ago
Vacancies:
1 Vacancy
Job Summary
As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on SS&C for expertise scale and technology.
Job Description
National Investment Consultant
Location: Denver CO Hybrid
Get To Know The Team:
You will join a ten person team of hybrid National Investment Consultants and assist with a six person Business Intelligence team. You will cover a specific region of the country and will be responsible for raising ALPS awareness and AUM through the positioning of our ETF and MF addition to your sales responsibilities our BI team needs a testing and reporting resource to act as an extension of the team helping with a variety of tasks to create efficiencies among of sales.
Why You Will Love It Here!
- Flexibility: Hybrid Work Model and Business Casual Dress Code including jeans
- 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:
- Raise ALPS Advisor AUM through personal sales efforts
- Office Days: Tuesday-Thursday in Denver CO (Additional days as needed)
- Opportunity for Travel
- Travel will be with elite advisors and teams where a portfolio specialist will also be in attendance to help drive impact
- Team Meetings:
- Attend Monthly with National Investment Consultants only
- Attend Weekly sales and specialist Pod meetings
- Attend Weekly meetings with the BI team as necessary
- Collaboration with various business segments:
- NIC Team
- Business Intelligence Team
- Specialists
- Research Team
- Trading Team
- Marketing Team
- Vendors
Individual and Team Performance Requirements:
- Emails Per Day:
- 10 personalized and researched prospect communications targeting RIAs elite Wire and Independent advisors
- 15 personalized and researched communications through timely and specific focus campaigns producers new producers tasks etc.
- Weekly PM/Specialist Calls:
- 1 high quality prospect call
- 1-2 with qualified advisors and teams
- Daily Outbound Calls:
- 15 targeted campaign calls daily
- 15 follow-up calls with top producers prospects in territory rotation daily
- ETF Net New Asset Goal: $
- Established ETFs: $ in established ETFs
- Under $100M ETFs: $ in developmental products. Product focus determined by opportunity and research
- ETF New Producer Funding: 5-10 per month where we can measure
- USCF: 50 focus calls per quarter. 5 per strategy minimum.
What You Will Bring:
- Bachelors degree or equivalent and 3-5 years in the investment industry.
- Excellent writing quantitative and communication skills as well as strong attention to detail.
- Strong market ETF and industry knowledge. Passion for investments and capital markets as well as desire to learn and grow.
- Experience working with advisors of all types including RIAs wirehouses and independents.
- Expertise in model portfolio design and implementation asset allocation ideas and ETF due diligence processes.
- The individual must balance the energy of independent self-starter with the collaborative capability of a team player and be able to work on multiple sales campaigns delivering high-quality work and sales results.
- Willingness to learn and take on additional responsibilities over time as appropriate.
- A positive attitude and a high level of professionalism are essential.
- The position requires extensive use of internal and external systems and databases and proficiency in Microsoft Word and Excel.
- Ability to work autonomously; effectively handle multiple tasks prioritize deadlines appropriately.
- Embrace data and business intelligence designed to help target the right opportunities and deliver effective results.
- Willingness to travel as necessary. Must be able to organize a strong travel schedule with elite advisors and teams.
- Series 7 and 63 licensed required.
Thank you for your interest in SS&C! If applicable to further explore this opportunity please apply directly with us through our Careers page on our corporate website: will be accepted on an ongoing basis until the position is filled.
#LI-HE1
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 offers excellent benefits including health dental 401k plan tuition and professional development reimbursement plan.SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race color religious creed gender age marital status sexual orientation national origin disability veteran status or any other classification protected by applicable discrimination laws.
Required Experience:
Contract
Key Skills
- Business Intelligence
- Computer Science
- Business Process
- Business Partners
- SQL
- Dashboard
- Business Analysis
- Tableau
- Data Management
- ETL
- Project Management
- Business Units
- Data Warehouse
- Data Analysis
- Analytics
About Company
Leading cloud-based provider of financial services technology solutions. SS&C Technologies owns and maintains the best financial technology in the industry
