Sales and Relationship Manager (Fintech)

Location: London, United Kingdom — hybrid work model

Company

SS&C is a financial services and healthcare technology company operating across 35 countries, with SS&C Calastone providing a global funds network and digital infrastructure for investment fund organisations.

What you will do

• Own client strategies and act as the primary Calastone lead across key client stakeholders.
• Retain existing revenue and achieve cross-sell and up-sell targets for designated product solutions.
• Build senior and C-level relationships, understand client priorities, and develop differentiated value propositions.
• Lead the quality of client proposals, contract negotiations, and client onboarding.
• Maintain client profiles and Salesforce data while providing accurate monthly and annual revenue forecasts.
• Partner with Sales, Relationship Management, Operations, Client Delivery, Marketing, Legal, Finance, Development, and senior management.

Requirements

• Proven relationship management experience with C-level stakeholders in the funds industry.
• Experience executing sales and client strategies with multiple internal stakeholders.
• Understanding of the funds industry, fund trading, distributors, fund managers, service providers, custodians, market structures, and regulatory frameworks.
• Strong communication, influencing, organisational, and relationship-building skills.
• Ability to demonstrate live Calastone products and services and maintain a good level of IT skills.
• Strong written and spoken English is required.

Culture & Benefits

• Hybrid work model.
• Professional development reimbursement and access to SS&C University.
• Competitive holiday scheme and wellbeing-focused benefits.
• Hands-on, customised training throughout the career.
• Commitment to diversity, inclusion, honesty, and integrity.

Hiring process

• Applications are accepted on an ongoing basis until the position is filled.