National Investment Consultant
SS&C Technologies•Denver, CO
•$55,000 - $110,000•Hybrid
About The Position
The National Investment Consultant role is an inside sales position working to drive AUM growth. We currently have multiple NICs that are covering two territories. As our AUM continues to grow, we need dedicated in our necenters to accelerate AUM growth. This role will accomplish that.
Requirements
- 2-5 years of asset management, ETF or wealth management sales experience.
- Demonstrated success building advisor relationships and gathering assets.
- Strong ETF, capital markets and portfolio construction knowledge.
- Excellent presentation and consultative sales skills.
- Entrepreneurial, self-directed, and highly organized.
Nice To Haves
- Series 7 and 63 preferred.
Responsibilities
- Drive growth of the SS&C ALPS ETF platform across a defined territory.
- Building new and existing relationships with financial advisors and investment teams.
- Delivering and educating ETF, portfolio insights, and asset-gathering.
- Grow ETF assets and advisor relationships.
- Present ETF solutions through meetings, events, and virtual engagements.
- Develop strategic territory plans and sales campaigns.
- Partner with Portfolio Specialists, Marketing, and Business Intelligence teams.
- Leverage Salesforce and analytics tools to identify opportunities.
- Maintain an effective travel schedule focused on growth opportunities.
Benefits
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
- discretionary bonus
- equity awards, such as restricted stock units or stock options
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
