Director, Digital Investment SolutionsPre-Sales PA25Q4DIDISJH058

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

Director Digital Investment Solutions/Pre-Sales

Location: London Hybrid

Calastone (part of SS&C) is the largest global funds network connecting the worlds leading financial organisations.

Our mission is to reduce complexity risk and costs enabling the industry to deliver greater value to investors. 4500 clients in 57 countries and territories benefit from Calastones services processing over 250 billion of investment value each month.

This role supports the Chief Commercial Officer in driving alignment coordination and commercial insight across all regions and business verticals.

The Commercial Analyst/Associate Director acts as a central point of commercial coordination ensuring priorities are clear information flows effectively and decisions are supported by strong analysis. Its a broad hands-on role with exposure to senior stakeholders regional leadership and strategic commercial initiatives.

This is a strong fit for someone commercially minded analytically sharp and comfortable operating across multiple workstreams in a fast-moving international environment.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model

• Your Future: Professional Development Reimbursement with access to SS&C University

• Work/Life Balance: Competitive holiday scheme

• Your Wellbeing: Competitive benefits designed to support your wellbeing

• Diversity & Inclusion: We celebrate diversity and inclusion in everything we do

• Training: Ongoing hands-on training customized to your career growth

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Job Summary

As a Director Digital Investment Solutions/Pre-Sales you will be a key driver in identifying defining and promoting innovative digital investment solutions to prospective and existing clients. You will combine deep product expertise with strong pre-sales capabilities to articulate value propositions conduct demonstrations and support sales efforts for SS&Cs cutting-edge financial technology offerings.


What you will get to do:

Solution Leadership & Strategy: Lead the strategic development and positioning of SS&Cs digital investment solutions aligning them with market trends and client needs.
Pre-Sales Expertise: Act as a subject matter expert during the sales cycle delivering compelling product demonstrations presentations and workshops to C-level executives portfolio managers and technical teams.
Client Engagement & Needs Analysis: Conduct in-depth discovery sessions with clients to understand their business challenges investment workflows and digital transformation objectives.
Technical & Business Consulting: Translate complex technical features into clear business benefits demonstrating how SS&Cs solutions address specific client requirements and pain points.
Proposal & RFI/RFP Support: Collaborate with sales and bid management teams to develop compelling proposals respond to RFIs and RFPs and provide technical input for client contracts.
Market Intelligence: Stay abreast of industry trends competitive landscapes and emerging technologies in the digital investment and wealth management space.
Product Feedback & Development: Act as a conduit between clients and product development providing valuable insights and feedback to inform future product enhancements and roadmaps.
Thought Leadership: Represent SS&C at industry events conferences and webinars sharing expertise and promoting the companys digital investment capabilities.
Internal Collaboration: Work closely with sales marketing product management and professional services teams to ensure a cohesive and effective client engagement strategy.
Proof of Concept (POC) Management: Oversee and contribute to the execution of Proof of Concepts ensuring successful client evaluation of SS&C solutions.



What you will bring:

Education: Bachelors degree in Finance Business Computer Science or a related field. MBA or advanced degree is a plus.
Extensive experience in financial technology with a strong focus on investment management wealth management or capital markets.
Experience in a pre-sales solution architect or product specialist role within a B2B software vendor.
Proven track record of successfully engaging with senior financial services executives and closing complex deals.
Domain Expertise: Deep understanding of investment workflows portfolio management trading risk management client reporting and regulatory requirements within the financial services industry.
Technical Acumen. Strong understanding of digital platforms APIs cloud technologies data analytics AI/ML and their application in financial services.
Communication & Presentation Skills: Exceptional verbal and written communication skills with the ability to articulate complex technical and business concepts clearly and persuasively to diverse audiences.
Interpersonal Skills: Excellent relationship-building and negotiation skills with a client-centric approach.
Problem-Solving: Strong analytical and problem-solving abilities capable of understanding client needs and mapping them to appropriate solutions.
Travel: Ability to travel domestically and internationally as required to meet clients and support sales efforts.
Industry Certifications: Relevant industry certifications (e.g. CFA FRM) are a significant advantage.

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. Its important to us that we strive to have a workforce that is diverse in the widest sense.

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 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.