Associate Sales Development Representative

SS&C • New York, NY

12h

About The Position

The Associate Sales Development Representative (SDR) helps generate new business opportunities for SS&C, working alongside experienced sales professionals to engage prospective clients across the alternative investment industry, including hedge funds, private equity firms, private credit managers, and institutional asset managers. The role manages inbound and outbound prospecting, identifies client needs, qualifies opportunities, and supports the sales pipeline. As an early point of contact for prospective clients, the SDR helps shape the customer experience and build relationships with key decision-makers. The position offers an opportunity to develop sales expertise and learn about investment management and fund services while working with industry experts, modern platforms, and evolving technologies.

The SDR partners with Account Executives and Business Development teams, develops knowledge of SS&C GlobeOp solutions, and works across Sales, Marketing, Product, and Client Service teams globally. The role includes ongoing sales training and professional development and exposure to client meetings, product demonstrations, and sales calls across the enterprise sales lifecycle.

Requirements

• Strong interest in financial services, investment management, fintech, or alternative investments.
• Self-motivated team player with a positive, growth-oriented mindset.
• Ability to receive, apply, and act on coaching and feedback.
• Desire to develop a long-term career in sales and business development.
• Excellent interpersonal skills and ability to build relationships and establish credibility quickly.
• Strong verbal and written communication skills.
• Detail-oriented with strong organizational and time management abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Active listening skills and ability to identify customer needs and communicate value-based solutions.
• Ability to work independently and collaborate effectively within a team.
• Bachelor's degree in Finance, Business, Economics, Marketing, Communications, or a related field preferred.

Nice To Haves

• Experience with CRM platforms.
• Previous internship or professional experience in sales, business development, customer-facing roles, or financial services.

Responsibilities

• Respond to inbound inquiries promptly and professionally, qualifying and routing leads.
• Execute outbound prospecting campaigns to identify business opportunities and generate qualified meetings.
• Engage senior decision-makers in Operations, Finance, Investor Relations, Compliance, and Technology at alternative investment firms.
• Conduct discovery conversations to understand and document client challenges, operational priorities, and growth initiatives.
• Research prospective accounts using multiple sources and maintain accurate CRM records.
• Generate qualified opportunities and partner with Account Executives and Business Development teams to advance sales engagements.
• Develop knowledge of SS&C GlobeOp's fund administration, middle office, investor services, compliance, and technology solutions.
• Participate in ongoing sales training and professional development programs.
• Maintain working relationships across Sales, Marketing, Product, and Client Service teams globally.
• Shadow or lead client meetings, product demonstrations, and sales calls to gain exposure to the enterprise sales lifecycle.
• Achieve activity, meeting, and pipeline generation goals.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k) plan with company match
• Paid time off
• Paid holidays
• Parental leave
• Professional development reimbursement opportunity
• Potential annual discretionary bonus
• Potential equity awards, such as restricted stock units or stock options, based on individual and business performance at the company's discretion

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level