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Research Sales & Business Development

IL
Full-Time

Job Description

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

Research Sales & Business Development

Location: Remote US

Get To Know Us:

SS&C Advent delivers financial technology solutions and services to financial services clients in the asset management, wealth management, and alternative investment space around the globe.

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:

  • Work with the Director of Research Sales to facilitate the business development of Morningstar investment research and portfolio analytics to existing Black Diamond clients

  • Collaborate with Product teams as the voice of the client to influence the future of Morningstar integration with Black Diamond

  • Coordinate with existing field sales representatives and relationship managers to facilitate an overlay sales process to achieve ACV goals for research sales

What You Will Bring:

  • 5 plus years in financial services sales and customer success roles, with a focus on investment research technology

  • Strong knowledge of how financial advisors integrate investment research, portfolio analytics, and proposal processes into their workflows

  • Familiarity with the technology landscape for financial advisors, and the leading technology providers in the investment research space

  • Consistent and successful track record of meeting and exceeding ACV goals

  • Strong network within the RIA and b/d markets for technology solutions

  • Ability to work within a team structure across multiple lines of business

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.

#LI-HE1

#CA-HE

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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.

PDN-a05a1be7-4c63-43ed-8ac9-498763e9a0a9

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

Research Sales & Business Development

Location: Remote US

Get To Know Us:

SS&C Advent delivers financial technology solutions and services to financial services clients in the asset management, wealth management, and alternative investment space around the globe.

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:

  • Work with the Director of Research Sales to facilitate the business development of Morningstar investment research and portfolio analytics to existing Black Diamond clients

  • Collaborate with Product teams as the voice of the client to influence the future of Morningstar integration with Black Diamond

  • Coordinate with existing field sales representatives and relationship managers to facilitate an overlay sales process to achieve ACV goals for research sales

What You Will Bring:

  • 5 plus years in financial services sales and customer success roles, with a focus on investment research technology

  • Strong knowledge of how financial advisors integrate investment research, portfolio analytics, and proposal processes into their workflows

  • Familiarity with the technology landscape for financial advisors, and the leading technology providers in the investment research space

  • Consistent and successful track record of meeting and exceeding ACV goals

  • Strong network within the RIA and b/d markets for technology solutions

  • Ability to work within a team structure across multiple lines of business

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.

#LI-HE1

#CA-HE

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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.

PDN-a05a1be7-4c63-43ed-8ac9-498763e9a0a9

About SS&C

SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. Named to the Fortune 1000 list as a top U.S. company based on revenue, SS&C (NASDAQ: SSNC) is a trusted provider to more than 20,000 financial services and healthcare companies, with over 25,000 employees and operations in more than 40 countries. Built upon a foundation of expertise, innovation and excellent customer service, SS&C powers some of the largest financial and healthcare firms in the world.

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Research Sales & Business Development
SS&C
IL
Nov 14, 2025
Full-time
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