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Account Executive Wealth Management, Core Field Sales
Drive sales of SS&C Advent's solutions in the Advisory Wealth Management space.
New York
1 month ago
✨ About The Role
- The Account Executive will be responsible for generating and closing new business opportunities in the Advisory Wealth Management space.
- This role involves exceeding activity, pipeline, and revenue targets while participating in marketing activities, trade shows, and conferences.
- The candidate will need to research accounts, identify key players, and generate interest in SS&C Advent's solutions and services.
- Managing a complex sales cycle from the discovery phase to close will be a key responsibility.
- The role requires tracking customer details in Salesforce.com and accurately forecasting pipeline and revenue recognition issues.
âš¡ Requirements
- The ideal candidate will have a bachelor's degree and a proven ability to consistently exceed sales and revenue targets.
- A strong understanding of the securities industry and wealth management technology is essential for success in this role.
- Excellent presentation, written, and oral communication skills are necessary to effectively engage with C-level executives and key stakeholders.
- The candidate should possess a strong work ethic and a passion for financial technology.
- Leadership abilities to motivate and coordinate resources across various teams will be crucial.
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