National Investment Consultant/Business Intelligence Hybrid Job Listing at SS&C Technologies in Denver, CO (Job ID R38441)

Description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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

National Investment Consultant

Location: Denver, CO | Hybrid

Get To Know The Team:

You will join a ten person team of hybrid National Investment Consultants and assist with a six person Business Intelligence team. You will cover a specific region of the country and will be responsible for raising ALPS awareness and AUM through the positioning of our ETF and MF products. In addition to your sales responsibilities, our BI team needs a testing and reporting resource to act as an extension of the team helping with a variety of tasks to create efficiencies among of sales.

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 Will Get To Do:

• Raise ALPS Advisor AUM through personal sales efforts
• Office Days: Tuesday-Thursday in Denver, CO (Additional days as needed)
• Opportunity for Travel
  • Travel will be with elite advisors and teams where a portfolio specialist will also be in attendance to help drive impact
• Team Meetings:
  • Attend Monthly with National Investment Consultants only
  • Attend Weekly sales and specialist Pod meetings
  • Attend Weekly meetings with the BI team as necessary
• Collaboration with various business segments:
  • NIC Team
  • Business Intelligence Team
  • Specialists
  • Research Team
  • Trading Team
  • Marketing Team
  • Vendors

Individual and Team Performance Requirements:

• Emails Per Day:
  • 10+ personalized and researched “prospect” communications targeting RIA's, elite Wire and Independent advisors
  • 15+ personalized and researched communications through timely and specific focus campaigns, producers, new producers, tasks, etc.
• Weekly PM/Specialist Calls:
  • 1 high quality prospect call
  • 1-2 with qualified advisors and teams
• Daily Outbound Calls:
  • 15+ targeted campaign calls daily
  • 15+ follow-up calls with top producers, prospects in territory rotation daily
• ETF Net New Asset Goal: $50,000,000
  • Established ETF's: $40,000,000 in established ETF's
  • Under $100M ETF's: $10,000,000 in developmental products. Product focus determined by opportunity and research
• ETF New Producer Funding: 5-10 per month where we can measure
• USCF: 50 focus calls per quarter. 5 per strategy minimum.

What You Will Bring:

• Bachelor's degree or equivalent and 3-5 years in the investment industry.
• Excellent writing, quantitative, and communication skills, as well as strong attention to detail.
• Strong market, ETF, and industry knowledge. Passion for investments and capital markets as well as desire to learn and grow. 
• Experience working with advisors of all types, including RIAs, wirehouses and independents. 
• Expertise in model portfolio design and implementation, asset allocation ideas, and ETF due diligence processes. 
• 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 required.

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website: www.ssctech.com/careers.

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

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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 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.