Jobs at SS&C Technologies

Lead enterprise sales for SS&C’s retirement solutions across the Western U.S. Build pipelines, acquire new clients, expand assigned relationships, conduct consultative selling, coordinate internal teams, address customer needs, manage territory performance, and achieve sales quotas. The role requires deep knowledge of the retirement ecosystem, preferably retirement recordkeeping technology, strong relationship-building skills, and experience selling to enterprise customers.

Supports alternative investment clients by managing email requests, JIRA tickets, AWD queues, and transactional service inquiries. Researches and resolves system issues, maintains turnaround-time compliance, provides backup coverage, identifies process improvements, and documents team deliverables. The role requires financial services experience, Excel proficiency, strong communication, attention to detail, and on-site work at least six days per month during Central Time business hours.

Provides daily, monthly, quarterly, and annual managed services operations for trust accounting clients. Enters and maintains financial data, processes cash and securities activity, performs reconciliations, documents transactions, manages deadlines, resolves client issues, and supports trade settlement, corporate actions, cash movement, and shadow posting. The role also coordinates with clients, vendors, relationship teams, and internal departments while documenting procedures, managing workflows, and identifying process improvements.

Grow ETF assets and advisor relationships through consultative sales, presentations, events, virtual engagements, and strategic territory planning. Develop sales campaigns, identify opportunities using Salesforce and analytics tools, and collaborate with Portfolio Specialists, Marketing, and Business Intelligence teams. The role requires strong ETF, capital markets, and portfolio construction knowledge, successful asset-gathering experience, excellent presentation skills, and an effective travel schedule.

Supports specialized client requests and escalated operational processing for financial services clients. Responsibilities include verifying complex transactions, ensuring procedural and regulatory compliance, responding to client inquiries, collaborating with internal teams, contributing to special projects, and mentoring junior colleagues. The role requires knowledge of alternative investments and financial instruments, strong analytical and communication skills, attention to detail, confidentiality, and the ability to manage multiple priorities.

Supports active and passive ETF portfolio management through macroeconomic, market, sector, security-level, and industry research. Develops investment commentary, presentations, sales materials, and client updates. Assists with trade execution, cash management, corporate actions, portfolio administration, data validation, reporting, and workflow automation using Excel, Bloomberg/BQNT, Python, and AI-enabled tools. Partners with portfolio managers to support investment decisions, operational efficiency, and ETF portfolio oversight.

Supports financial services operations by managing client relationships, product implementation, system change requests, issue resolution, onboarding, status reporting, and contractual obligations. The role analyzes customer needs, recommends solutions, coordinates projects and timelines, communicates with clients, and mentors junior associates. Candidates need financial services experience, strong communication and analytical skills, organizational ability, and proficiency with relevant operational systems. The role is hybrid and requires onsite work at least six days per month.

Manage client experience and solutions for financial technology clients. Provide Tier 2 technical support, troubleshoot system issues, manage tickets and SLAs, document defects and procedures, deliver client training, coordinate stakeholders and external partners, and recommend system, usability, automation, and process improvements. Oversee team resources, client relationships, project delivery, software updates, and internal workflows while analyzing business impacts and resolving complex issues.

The Application Support Analyst monitors production services, provides first-line support, manages incidents, and collaborates on project deliveries and quality assurance while enhancing client experience.