SS&C Technologies

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SS&C Technologies Sr. Sales Executive in Quincy, Massachusetts

The speed of technology. The influx of data. Shifting regulations. Increased customer expectations.

That's where you'll find SS&C, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge – one that only a few people can embrace and thrive upon.

If you see your opportunity in complexity, then we are the right fit for you.

Job Description:

Organizational Overview

In an increasingly complex marketplace, SS&C Retirement Solutions accelerates and enables opportunities for improving customer engagement and transactions across all phases of retirement and financial planning. Changing demographics, consumer demand for control and increased regulatory burdens are compelling plan providers, record keepers, TPAs, product providers, employers, and asset managers to evolve with the shifting retirement industry. Driven by operational and service excellence, SS&C Retirement Solutions is the single source for clients seeking advanced, integrated technology solutions and a differentiating user experience across areas such as Plan Analytics, Financial Wellness and Personalized Communications, Compliance and Fiduciary Services, and Rollover Solutions.

Role Overview

We're looking for a dynamic business development professional with 5+ years years experience in the retirement industry. In this role, you'll create and execute a territory development strategy that includes directs sales and merchandising initiatives, targeting client/prospect, preparing presentations, conducting client/prospect meetings, negotiating contract terms and closing sales to meet the territory’s revenue and profitability targets.


  • Relationship plans for existing clients in the Mid-Atlantic and Southeast territory

  • Revenue expansion plans for business units of existing clients

  • Non-client (prospect) development plans

  • The territory development strategy details service activities, product forecasts and revenue targets for each client and prospect in the broker/dealer segment.

  • Directs sales and merchandising initiatives, targeting client/prospect, preparing presentations, conducting client/prospect meetings, negotiating contract terms and closing sales to meet the territory’s revenue and profitability targets established by the Vice President of Sales.

  • Supervise revenue forecasts on a monthly basis and more frequently as required by the Vice President of Sales.

  • Support SS&C Retirement product development activities by identifying key market trends and service needs of clients and prospects and communicating product opportunities to Product and Technology.


  • Bachelor’s degree in business related field or equivalent work experience

  • Five plus years of experience in the retirement industry. A focus on selling Financial Wellness and Communication solutions, Rollover technology, Retirement Analytics to record keepers and plan providers, advisor and enterprise marketing segments. Experience selling into the asset management, insurance, broker dealer and banking verticals.

  • Ability to recognize and understand a client or prospects goals and objectives with experience crafting custom technology, content & tool solutions to help meet these goals.

  • Superior business development and client service skills, including prospecting skills, excellent negotiation and problem resolution skills are required to build and maintain prospect and client relationships.

  • Presentation and sales skills are required to grow revenue base with existing clients and to support prospecting efforts.

  • Strong knowledge and use of sales/ client CRM systems.


Quincy Massachusetts

SS&C is an equal opportunity employer and values a diverse and inclusive workplace. All qualified candidates will receive consideration for employment without regard to age, race, color, religion, genetic information, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. For more information about Equal Opportunity in the Workplace please click here and here. SS&C is committed to working with and providing reasonable accommodation to job applicants with disabilities. If you are a qualified individual with a disability and need an accommodation or accessibility assistance to complete the online application, please contact us at for assistance.

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.