Associate National Investment Consultant

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

Associate National Investment Consultant

Location: Denver Hybrid

Get To Know Us:

SS&C ALPS Fund Services

SS&S ALPS offers a full-service partnership approach to a select group of clients (including mutual funds closed-end funds ETFs and alternative investment funds) looking for truly customized service. We offer turn-key capabilities that anchor all of the diverse resources needed to run a full-service mutual fund complex.

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 WillGetToDo:

• Collaborate face to face with multiple departments across the organization including other National Investment Consultants National Accounts representatives Marketing Research and Trading Teams Product Specialists Business Intelligence and other subject matter experts as needed.
• Take and make phone calls craft tailored emails help prepare NICs for territory travel and become an expert with our systems and products.
• Meet sales activity metrics (Calls conference calls meetings follow-ups campaign execution).
• Track results and communicate the impact of their sales efforts in a performance-driven goal-oriented sales culture.
• Develop detailed knowledge of the entire suite of ALPS products and be able to present these solutions in person over the phone and digitally.
• Participate in office collaboration and limited travel.
• Raise assets develop existing relationships and uncover new relationships and raising sales meaningfully within the territory.
• Cover Wirehouses and advisors with a focus on growth within the RIA segment.

What You Will Bring:

• Bachelors degree or equivalent and 1-3 years in the investment industry.
• Working knowledge of ETFs mutual funds and portfolio construction concepts preferred.
• Familiarity with ETF structure liquidity and trading mechanics (primary vs. secondary market) a plus.
• Excellent writing quantitative and communication skills as well as strong attention to detail.
• 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.
• Familiarity with SalesfForce is a plus.
• Ability to work autonomously; effectively handle multiple tasks prioritize deadlines appropriately.
• Willingness to ask questions challenge ideas and offer feedback collected from meetings and advisor conversations.
• Embrace data and business intelligence designed to help target the right opportunities and deliver effective results.
• Partner with External Sales to develop territory business plans and campaign execution.
• Proactively conduct outbound calls and follow-ups with financial advisors to support sales initiatives.
• Coordinate and track advisor meetings roadshows and virtual events.
• Prepare pre- and post-meeting materials call notes and follow-up actions.
• Willingness to travel as necessary. Must be able to organize a strong travel schedule with elite advisors and teams.
• Series 7 and 63 licensed preferred or ability to obtain within two months.

Thank you for your interest in SS&C! To further explore this opportunity please apply through our careers page on the corporate website at 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.