Director, Field Sales (Investment Management)

Location: New York, NY, United States

Base salary: $130,000–$150,000 USD annually, with potential discretionary bonus and equity awards.

Company

SS&C provides AI-powered technology and services for financial services and healthcare organizations, including software solutions for investment management.

What you will do

• Drive new business revenue by selling Advent’s Genesis Platform, Eze products, and related software and services to investment management firms across the primarily North American territory.
• Develop strategic account and territory plans and generate qualified opportunities through outbound prospecting, networking, referrals, and marketing collaboration.
• Manage the full enterprise sales cycle from lead generation and qualification through presentations, negotiations, and deal closure.
• Build relationships with executive stakeholders and decision-makers at asset managers and complex private wealth advisory firms.
• Work with sales engineers and solution managers to create demonstrations, proposals, and business cases covering front-, middle-, and back-office workflows.
• Maintain Salesforce pipeline and forecasts, analyze market activity, and represent Advent at conferences, trade shows, and client events.

Requirements

• Bachelor’s degree in business administration, marketing, finance, or a related field.
• 8–10+ years of direct experience selling software solutions to investment management firms.
• Proven success meeting or exceeding sales targets and driving significant revenue growth.
• Experience managing complex enterprise sales cycles and developing new business through outbound prospecting and strategic account development.
• Strong understanding of investment management workflows, including trading, portfolio management, compliance, operations, accounting, performance measurement, and reporting.
• Excellent communication, presentation, negotiation, relationship management, Salesforce CRM, and sales analytics skills; ability to travel as required.

Culture & Benefits

• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement opportunities.
• Potential annual discretionary bonus and equity awards based on individual and business performance.