Package

  • Competitive starting salary, followed by regular reviews and increases, as milestones are met.
  • Hybrid working environment
  • Fully paid training and qualifications
  • Competitive holiday policy
  • 6% employer pension scheme contribution
  • Life Assurance (4 x salary)
  • Single person healthcare
  • Flex benefits scheme
  • Discount scheme
  • Sports and Social groups
  • On site canteen

    • Who we are:

    SS&C is the world’s largest hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C’s unique business model combines end-to-end expertise across financial services operations with software and solutions to service even the most demanding customers in the financial services and healthcare industries. SS&C owns and operates the full technology stack across securities accounting, front-to-back-office operations, performance and risk analytics, regulatory reporting, and healthcare information processes.
    SS&C’s trusted and proven technology delivers an unparalleled level of scalable capabilities for the most complex portfolios, the most sophisticated strategies, and the highest volumes of transactions. Through a series of carefully selected acquisitions and organic growth, the breadth and depth of SS&C’s expertise in financial services and healthcare technology are unmatched.
    We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring diversity of perspective to our thinking and conversation. It’s important to us that we strive to have a workforce that is diverse in the widest sense.
    All offers of employment at SS&C are subject to background verification checks, including 5 year employment history, proof of eligibility to work in the UK, proof of address, credit check and criminal record check. The accuracy of all information you submit as part of your application is vital and may be used as part of the background checking process should you be successful.

    About the Role:

    To lead, manage and own the relationship for a specified number of asset manager, insurance and wealth clients.

    Demonstrate a high degree of autonomy in executing the role including identification of opportunities, priorities, taking initiatives, making decisions and ensuring SS&C is professionally presented at all times

    Financial

    Achieve YOY growth
    Achieve individual and team sales target

    Manage client P&L
    Understand and impact the financial drivers for your clients (int/ext)
    Lead commercial and contractual relationship

    Service Delivery

    Ensure client satisfaction is maximised
    Be the senior point of escalation / own the resolution

    Drive process improvement and change

    Client Management

    Establish and maintain broad horizontal and vertical calling plans (to C suite)
    Be the voice of SS&C within the client / active calling plan

    Know your client (Inc. beyond what we do for them)
    Be an ambassador for SS&C (within the client and the marketplace)
    Influence the decision making
    Market new services (show the process)

    Internal Partnership

    Be the conductor of the relationship
    Be the client voice within SS&C
    Work in cooperation and collaboration with all areas
    Establish and maintain peer relationships (across SS&C, at StSt, globally)
    Communicate effectively
    Manage a team of high performing motivated staff / develop talent

    Administration

    Ensure timely completion of all tasks
    (e.g. deal reporting, activity reporting, call notes, account plans)

    Risk & Controls

    Ensue adherence to a high standard of risk adversity and the values of SS&C
    Maintain compliance at all times
    Complete all training (eg. Mandatory training, Nelly)
    Escalate effectively and in a timely manner

    Ideal Candidate

    Essential:

  • Detailed knowledge of Asset Managers, Wealth Managers – their business, their products, their clients, their end to end service proposition
  • Detailed knowledge of transfer agency and associated services.
  • Knowledge of Financial Services regulatory environment.
  • A good understanding of the client service model, business strategy, structure and product offering.
  • Excellent Communication Skills (Essential)
  • Good analytical skills (Essential)
  • Good verbal reasoning and numeric skills. (Essential)

    • Desirable:

  • Experience in Financial Services Investment Industry.
  • Sales skills including excellent organisational, meeting, presentation and fact-finding skills
  • Good keyboard skills, competent in the use of MS Office packages.
  • IAQ or equivalent, or commitment to study for IAQ or equivalent.
  • Evidence of industry operational experience
  • Proven track record in supervisory or management experience