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For Companies At a Glance
- Tasks: Support the development of innovative wealth management solutions and engage with clients.
- Company: Join SS&C, a Fortune 1000 leader in cloud-based financial and healthcare software.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Why this job: Be part of a dynamic team shaping the future of wealth management with impactful solutions.
- Qualifications: Deep knowledge of wealth processes and products, plus strong analytical and communication skills required.
- Other info: This role is ideal for self-motivated individuals passionate about driving change in the wealth industry.
The predicted salary is between 43200 - 72000 £ per year.
SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. Listed on the Fortune 1000, SS&C (NASDAQ: SSNC) serves over 20,000 financial services and healthcare companies worldwide, with more than 25,000 employees across 40+ countries.
The role is within the Solution Consulting and Product team, part of the SS&C Global Investor and Distribution Services (GIDS) group, responsible for developing innovative market-leading products and services for the global financial industry.
The successful candidate will support the development and promotion of propositional offerings for Investment Managed Wealth, working closely with internal and external stakeholders, including product owners, change management, and delivery teams. The role requires strong domain knowledge of wealth management processes and industry practices, utilizing this expertise in a consultancy capacity. Additionally, the candidate will assist in identifying and supporting new sales opportunities by understanding client requirements and proposing suitable solutions.
Reporting to the Proposition and Solution Lead, the candidate will:
- Maintain up-to-date knowledge of wealth management functions, SS&C products, regulatory changes, industry trends, and competitors.
- Support wealth proposition leads in innovating and defining new propositions, documenting offerings, and ensuring alignment with product roadmaps.
- Engage in pre-sales activities, including identifying customer needs, leading demos, supporting RFIs/RFPs, and contributing to sales initiatives.
- Build collaborative relationships with stakeholders and ensure compliance with regulatory and quality standards.
Experience, Skills & Qualifications:
- Deep understanding of the wealth marketplace and end-to-end wealth processes (onboarding, portfolio management, trading, regulatory reporting, etc.).
- Knowledge of wealth products such as investment accounts, ISAs, pensions, and bonds.
- Experience with software and BPO propositions in wealth management.
- Previous client-facing experience with strong analytical, communication, and interpersonal skills.
- Background in business analysis, architecture, or solution consultancy within the wealth industry.
- Ability to influence, negotiate, and drive change effectively.
- Self-motivated, ownership-driven, with experience in Agile methodologies.
Location: UK (Hybrid; commutable to London)
Private Client Wealth Specialist (PA2024281) employer: Ss&C Technologies Holdings
Contact Detail:
Ss&C Technologies Holdings Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Wealth Specialist (PA2024281)
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management. Understanding current market dynamics and regulatory changes will not only boost your confidence but also demonstrate your commitment to staying informed, which is crucial for a role like this.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or webinars to connect with potential colleagues and learn more about the challenges they face. This can provide you with insights that will be valuable during interviews.
✨Tip Number 3
Prepare to discuss specific wealth products and solutions during your conversations. Being able to articulate how different investment accounts, ISAs, and pensions work will show your depth of knowledge and readiness for the role.
✨Tip Number 4
Demonstrate your consultancy skills by thinking through potential client scenarios. Be ready to showcase how you would identify client needs and propose tailored solutions, as this is a key aspect of the position.
We think you need these skills to ace Private Client Wealth Specialist (PA2024281)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Private Client Wealth Specialist position. Tailor your application to highlight your relevant experience in wealth management processes and client-facing roles.
Highlight Relevant Experience: In your CV and cover letter, emphasise your deep understanding of the wealth marketplace and any previous experience with wealth products. Mention specific examples of how you've supported sales initiatives or engaged in pre-sales activities.
Showcase Your Skills: Clearly outline your analytical, communication, and interpersonal skills in your application. Provide examples of how you've influenced change or driven projects in previous roles, especially within the wealth management sector.
Tailor Your Cover Letter: Craft a compelling cover letter that connects your background in business analysis or solution consultancy to the needs of SS&C. Discuss your motivation for applying and how you can contribute to their innovative market-leading products and services.
How to prepare for a job interview at Ss&C Technologies Holdings
✨Showcase Your Wealth Management Knowledge
Make sure to demonstrate your deep understanding of wealth management processes during the interview. Be prepared to discuss specific areas such as onboarding, portfolio management, and regulatory reporting, as this will show that you are well-versed in the industry.
✨Prepare for Client-Facing Scenarios
Since the role involves client interaction, think of examples from your past experiences where you successfully engaged with clients. Highlight your analytical and communication skills, and be ready to explain how you identified client needs and proposed suitable solutions.
✨Familiarise Yourself with SS&C Products
Research SS&C's product offerings and understand how they fit into the wealth management landscape. Being able to discuss their products and how they align with market trends will impress your interviewers and show your genuine interest in the company.
✨Demonstrate Your Collaborative Skills
The role requires building relationships with various stakeholders. Prepare to discuss how you've successfully collaborated with teams in the past, and be ready to share examples of how you influenced change or drove initiatives in a team setting.
