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Account Executive, Partnership Sales

Role overview

Qualifications

  • 3 plus years in financial services sales and customer success roles
  • Strong knowledge of how financial advisors support their clients’ retirement accounts, annuity, and insurance needs
  • Familiarity with the technology landscape for financial advisors
  • Strong network within the RIA and b/d markets for technology solutions

Responsibilities

  • Facilitate the business development of third-party partnerships to existing Black Diamond clients
  • Coordinate with key stakeholders at third-party partnerships to drive sales success
  • Collaborate with Product teams as the voice of the client to influence future integration opportunities
  • Coordinate with existing field sales representatives and relationship managers to facilitate an overlay sales process

Key facts

Hard skills

Other skills

  • Teamwork
  • Collaboration
  • Communication

About the company

Blue Prism logo

Blue Prism

Robotic Process Automation (RPA)

Blue Prism is the global leader in intelligent automation, transforming the way work is done. At Blue Prism, we have users in over 150 countries in more than 1,800 businesses, including Fortune 500 and public sector organizations, that are creating value with new ways of working, unlocking efficiencies, and returning millions of hours of work back into their businesses. Our intelligent digital workforce is smart, secure, scalable and accessible to all; freeing up humans to re-imagine work.

Company details

Company typeXLarge
IndustryRobotic Process Automation (RPA)
Company size10001

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Job description

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.


Job Description


Account Executive, Partnership Sales

Location: Remote US

About the Role

SS&C Advent delivers financial technology solutions and services to financial services clients in the asset management, wealth management, and alternative investment space around the globe

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact 

  • Facilitate the business development of third-party partnerships to existing Black Diamond clients
  • Coordinate with key stakeholders at third-party partnerships to  drive sales success, including pipeline reporting, deal workshopping, marketing efforts, proactive outreach, and more
  • Collaborate with Product teams as the voice of the client to influence future integration opportunities with Black Diamond
  • Coordinate with existing field sales representatives and relationship managers to facilitate an overlay sales process to achieve ACV goals

Required Experience

  • 3 plus years in financial services sales and customer success roles

  • Strong knowledge of how financial advisors support their clients’ retirement accounts, annuity, and insurance needs

  • Familiarity with the technology landscape for financial advisors, and the leading technology providers in the spaces of retirement accounts, annuities, and insurance

  • Consistent and successful track record of meeting and exceeding ACV goals 

  • Strong network within the RIA and b/d markets for technology solutions 

  • Ability to work within a team structure across multiple lines of business 

Join SS&C, where innovation meets global opportunities. Click here to apply.

#LI-HE1

#CA-HE

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 offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.New Jersey: The expected base salary for the position is between 90,000 + commission USD to 100,000 + commission USD. New York: The expected base salary for the position is between 90,000 + commission USD to 100,000 + commission USD. Maryland: The expected base salary for the position is between 90,000 + commission USD to 100,000 + commission USD. Illinois: The expected base salary for the position is between 90,000 + commision USD to 100,000 + commission USD. Massachusetts: The expected base salary for the position is between 90,000 + commission USD to 100,000 + commission USD. Minnesota: The expected base salary for the position is between 90,000 + commission USD to 100, 000 + commission USD. Maine: The expected base salary for the position is between 90,000 + commission USD to 100,000 + commission USD.In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.This role is exempt and also eligible for certain commissions. In addition, employees in this role may be eligible for consideration on an annual basis for equity awards such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.

Applications will be accepted on an ongoing basis until the position is filled.

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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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