• Flexibility: Hybrid Work Model & a 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
• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

• Assist in identifying new sales opportunities and developing relationships with potential clients within the financial services sector.
• Collaborate with senior sales team members to prepare and deliver presentations, proposals, and sales pitches.
• Conduct market research to understand industry trends and client needs, informing sales strategies.
• Maintain and update the customer relationship management (CRM) system with client interactions and sales activities.
• Support the sales team in achieving revenue targets by coordinating sales activities and following up on leads.
• Provide exceptional customer service and support to existing clients, addressing inquiries and resolving issues promptly.

• Bachelor’s degree in finance, Business Administration, or a related field.
• Ideal 3 to 10 years of experience in sales or business development within the financial industry.
• Proven track record of achieving sales targets, creating and executing business development plans and building client relationships.
• Strong negotiation and communication skills, both verbal and written.
• Proficiency in Microsoft Office Suite and CRM software.
• Self-motivated, with a strong ability to work independently and as part of a team.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. Other States Salary range for the position: $45,000 USD to $65,000 USD.