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Research Sales & Business Development
Research Sales & Business DevelopmentBlue Prism Group • Portland, OR, US
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Research Sales & Business Development

Research Sales & Business Development

Blue Prism Group • Portland, OR, US
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  • [job_card.full_time]
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Research Sales & Business Development

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
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