Teams 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.