National Investment Consultant
Share
Job Location:
Denver, CO - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
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 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:
- Have 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 some travel.
- Cover a defined state(s) specific territory to raise assets in this role.
- Cover Wirehouses and advisors with a focus on growth within the RIA segment.
- Travel with elite advisors and teams where a portfolio specialist will also be in attendance to help drive impact
- Participate in Quarterly Presentation Contests: Focus product presentation contests to ensure consistent messaging across the team
- Referrals to Specialists: Regular communication with Specialists to share cross sell opportunities
- Collaborate with Business Intelligence Team: Must effectively utilize data from Salesforce and QuickSight to drive decisions. Expectation is consistent communication with BI Team.
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.
- 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 preferred.
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 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
- Sales Experience
- Trusts
- Financial Services
- Investment Experience
- Military Experience
- Banking
- Securities Law
- Relationship Management
- Customer relationship management
- RMF
- Financial Planning
- Wills
About Company
Leading cloud-based provider of financial services technology solutions. SS&C Technologies owns and maintains the best financial technology in the industry
