Business Development Specialist – Managed Accounts

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

Business Development Specialist – Managed Accounts

Location: Denver, CO | Hybrid

Get To Know Us:

Are you ready to take the next step in your sales career? We’re looking for a driven Business Development Specialist to help us grow our Managed Account business and fuel the success of our Client Portfolio Management team. In this role, you’ll be at the heart of our sales process—building and managing a healthy pipeline, engaging with prospects, and supporting sales activation efforts that turn opportunities into lasting client relationships.

This is a great fit if you’re motivated by results, thrive in a collaborative team environment, and want to grow your career in financial services while learning the ins and outs of the RIA (Registered Investment Advisor) channel.

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:

• Build and maintain a strong sales pipeline by sourcing, qualifying, and nurturing leads
• Engage directly with prospects and internal/external lead sources to create opportunities
• Keep our CRM (Salesforce) up to date and ensure every lead is tracked, measured, and followed through
• Partner closely with Client Portfolio Management and internal teams to drive smooth sales handoffs
• Support sales activation efforts that move qualified leads forward
• Provide clear and timely pipeline reporting and insights to senior management

What You Will Bring:

• Sales process know-how: Experience working within structured sales workflows and supporting the full cycle from lead to close
• Organized multitasker: Ability to juggle multiple priorities while staying on top of details
• Team player: Collaborative mindset with strong communication skills across teams and with external partners
• Financial services exposure: Familiarity with the RIA channel or wealth management is a plus
• Tech-savvy: Comfortable with Microsoft Excel and PowerPoint; hands-on experience with Salesforce (or a similar CRM) preferred
• Experience: 3–5 years in a sales, business development, or client-facing role

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.

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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.