Senior Sales Executive – Asset Management Technology Solutions

SS&C Technologies

Senior Sales Executive at SS&C focusing on asset management technology solutions through consultative sales. Requires extensive experience and deep understanding of the financial services ecosystem.

Posted 5/20/2026full-timeNew York City • Montana, New York • 🇺🇸 United StatesSenior💰 $150,000 per yearWebsite

About the role

Key responsibilities & impact

Present, promote and sell products and services to prospects and existing customers across the asset management and brokerage industry.
Together with SMEs, guide prospective customers in the development of their vision for the growth of their asset management or brokerage business and on how SS&C’s solutions can contribute to their success.
Establish, develop and maintain positive business and customer relationships to ensure future sales and reference-ability.
Expedite the resolution of customer problems and complaints to maximize satisfaction.
Coordinate sales effort with team members and other departments.
Analyze the territory/ market’s potential, track sales and status reports.
Supply management with reports on customer needs, problems, interests, competitive activities, and potential for new products and services.
Keep abreast of best practices and promotional trends.
Building pipeline opportunities across our solution sets
Hunting for new logos
Building sales within your assigned relationships
Using your deep asset management technology knowledge to combine solutions to meet prospects and client’s needs.

Requirements

What you’ll need

10+ years of Enterprise Sales Experience, preferably in the Transfer Agency, Brokerage or Asset Management Technology space.
Deep understanding of Transfer Agency, Brokerage Sub accounting, Mail Center Solutions and Record keeping Technology preferred, but not required.
Thorough knowledge of the enterprise asset management ecosystem.
A strong desire to succeed and proven experience successfully managing a territory.
Must have superb consultative sales skills, a highly motivated demeanor, and a target driven mindset in order to be successful in this role.
BS/BA degree is preferred.

Benefits

Comp & perks

401k Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical, Dental, Vision
Employee Assistance Program
Parental Leave
Discounts on fitness clubs, travel and more!

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Enterprise Sales ExperienceConsultative Sales SkillsTerritory ManagementSales AnalysisCustomer Relationship Management

Soft Skills

Motivated DemeanorTarget Driven MindsetProblem ResolutionRelationship Building

Certifications

BS/BA Degree