National Investment Consultant

SS&C • Denver, CO

3d • Hybrid

About The Position

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 National Investment Consultant Location: Denver | Hybrid Get To Know Us: SS&C ALPS Fund Services SS&S ALPS offers a full-service partnership approach to a select group of clients (including mutual funds, closed-end funds, ETFs and alternative investment funds) looking for truly customized service. We offer turn-key capabilities that anchor all of the diverse resources needed to run a full-service mutual fund complex.

Requirements

• Bachelor’s degree or equivalent and 3-5 years in the investment industry.
• Excellent writing, quantitative, and communication skills, as well as strong attention to detail.
• The individual must balance the energy of independent self-starter with the collaborative capability of a team player, and be able to work on multiple sales campaigns delivering high-quality work and sales results.
• Willingness to learn and take on additional responsibilities over time, as appropriate.
• A positive attitude and a high level of professionalism are essential.
• The position requires extensive use of internal and external systems and databases, and proficiency in Microsoft Word and Excel.
• Ability to work autonomously; effectively handle multiple tasks, prioritize deadlines appropriately.
• Embrace data and business intelligence designed to help target the right opportunities and deliver effective results.
• Willingness to travel as necessary.

Nice To Haves

• Series 7 and 63 licensed preferred.

Responsibilities

• Have detailed knowledge of the entire suite of ALPS products and be able to present these solutions in person, over the phone and digitally.
• Participate in office collaboration and some travel.
• Cover a defined state(s) specific territory to raise assets in this role.
• Cover Wirehouses, and advisors, with a focus on growth within the RIA segment.
• Travel with elite advisors and teams where a portfolio specialist will also be in attendance to help drive impact
• Participate in Quarterly Presentation Contests: Focus product presentation contests to ensure consistent messaging across the team
• Referrals to Specialists: Regular communication with Specialists to share cross sell opportunities
• Collaborate with Business Intelligence Team: Must effectively utilize data from Salesforce and QuickSight to drive decisions. Expectation is consistent communication with BI Team.
• Must be able to organize a strong travel schedule with elite advisors and teams.

Benefits

• 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!
• SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

What This Job Offers

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