At a Glance
- Tasks: Lead strategic development of digital investment solutions and engage with clients to understand their needs.
- Company: Join SS&C, a leading financial services and healthcare tech company with a global presence.
- Benefits: Enjoy a hybrid work model, competitive holidays, and professional development opportunities.
- Other info: Diverse and inclusive workplace with excellent career growth potential.
- Why this job: Make an impact in the financial tech space while working with top-tier clients and innovative solutions.
- Qualifications: Experience in financial technology and strong communication skills are essential.
The predicted salary is between 80000 - 100000 € per year.
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid‑market firms, rely on SS&C for expertise, scale, and technology.
Calastone (part of SS&C) is the largest global funds network, connecting the world’s leading financial organisations. Our mission is to reduce complexity, risk and costs, enabling the industry to deliver greater value to investors. 4,500 clients in 57 countries and territories benefit from Calastone’s services, processing over £250 billion of investment value each month.
This role supports the Chief Commercial Officer in driving alignment, coordination and commercial insight across all regions and business verticals. The Commercial Analyst/Associate Director acts as a central point of commercial coordination, ensuring priorities are clear, information flows effectively, and decisions are supported by strong analysis. It’s a broad, hands‑on role with exposure to senior stakeholders, regional leadership, and strategic commercial initiatives. This is a strong fit for someone commercially minded, analytically sharp, and comfortable operating across multiple workstreams in a fast‑moving, international environment.
Why You Will Love It Here!
- Flexibility: Hybrid Work Model
- Your Future: Professional Development Reimbursement with access to SS&C University
- Work/Life Balance: Competitive holiday scheme
- Your Wellbeing: Competitive benefits designed to support your wellbeing
- Diversity & Inclusion: We celebrate diversity and inclusion in everything we do
- Training: Ongoing, hands‑on training customized to your career growth
Job Summary
- Solution Leadership & Strategy: Lead the strategic development and positioning of SS&C's digital investment solutions, aligning them with market trends and client needs.
- Pre‑Sales Expertise: Act as a subject‑matter expert during the sales cycle, delivering compelling product demonstrations, presentations, and workshops to C‑level executives, portfolio managers, and technical teams.
- Client Engagement & Needs Analysis: Conduct in‑depth discovery sessions with clients to understand their business challenges, investment workflows, and digital transformation objectives.
- Technical & Business Consulting: Translate complex technical features into clear business benefits, demonstrating how SS&C's solutions address specific client requirements and pain points.
- Proposal & RFI/RFP Support: Collaborate with sales and bid management teams to develop compelling proposals, respond to RFIs and RFPs, and provide technical input for client contracts.
- Market Intelligence: Stay abreast of industry trends, competitive landscapes, and emerging technologies in the digital investment and wealth management space.
- Product Feedback & Development: Act as a conduit between clients and product development, providing valuable insights and feedback to inform future product enhancements and roadmaps.
- Thought Leadership: Represent SS&C at industry events, conferences, and webinars, sharing expertise and promoting the company’s digital investment capabilities.
- Internal Collaboration: Work closely with sales, marketing, product management, and professional services teams to ensure a cohesive and effective client engagement strategy.
- Proof of Concept (POC) Management: Oversee and contribute to the execution of Proof of Concepts, ensuring successful client evaluation of SS&C solutions.
What You Will Bring
- Education: Bachelor's degree in Finance, Business, Computer Science, or a related field. MBA or advanced degree is a plus.
- Extensive experience in financial technology: with a strong focus on investment management, wealth management, or capital markets.
- Experience in a pre‑sales, solution architect, or product specialist role within a B2B software vendor.
- Proven track record of successfully engaging with senior financial services executives and closing complex deals.
- Domain Expertise: Deep understanding of investment workflows, portfolio management, trading, risk management, client reporting, and regulatory requirements within the financial services industry.
- Technical Acumen: Strong understanding of digital platforms, APIs, cloud technologies, data analytics, AI/ML, and their application in financial services.
- Communication & Presentation Skills: Exceptional verbal and written communication skills, with the ability to articulate complex technical and business concepts clearly and persuasively to diverse audiences.
- Interpersonal Skills: Excellent relationship‑building and negotiation skills, with a client‑centric approach.
- Problem‑Solving: Strong analytical and problem‑solving abilities, capable of understanding client needs and mapping them to appropriate solutions.
- Travel: Ability to travel domestically and internationally as required to meet clients and support sales efforts.
- Industry Certifications: Relevant industry certifications (e.g., CFA, FRM) are a significant advantage.
We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.
Director, Digital Investment Solutions/Pre-Sales PA25Q4DIDISJH058 employer: SS&C Technologies
SS&C is an exceptional employer that prioritises flexibility and professional development, offering a hybrid work model and reimbursement for career growth through SS&C University. With a strong commitment to diversity and inclusion, employees benefit from a competitive holiday scheme and tailored training opportunities, all within a dynamic and international environment in London. Joining SS&C means being part of a leading financial services and healthcare technology company that values innovation and collaboration, providing meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Director, Digital Investment Solutions/Pre-Sales PA25Q4DIDISJH058
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services and tech sectors. Attend industry events, webinars, or even local meetups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research SS&C and Calastone thoroughly. Understand their products and how they align with market trends. Be ready to discuss how your skills can help them reduce complexity and drive value for clients.
✨Tip Number 3
Showcase your expertise! During interviews, don’t just talk about your experience; demonstrate it. Use examples from your past roles that highlight your analytical skills and ability to engage with senior stakeholders effectively.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at SS&C and contributing to our mission.
We think you need these skills to ace Director, Digital Investment Solutions/Pre-Sales PA25Q4DIDISJH058
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Director, Digital Investment Solutions. Highlight your experience in financial technology and pre-sales roles, showcasing how your skills align with what we’re looking for.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re the perfect fit for this position. Share specific examples of your achievements in client engagement and solution leadership that demonstrate your analytical sharpness and commercial mindset.
Showcase Your Communication Skills:Since this role involves engaging with senior stakeholders, make sure your written application reflects your exceptional communication skills. Use clear and persuasive language to convey your ideas and experiences.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at SS&C Technologies
✨Know Your Stuff
Make sure you have a solid understanding of SS&C's digital investment solutions and how they align with market trends. Brush up on the latest industry developments, especially in financial technology, so you can speak confidently about how your expertise fits into their vision.
✨Engage with Insight
Prepare to discuss specific client needs and challenges you've encountered in previous roles. Think about how you can translate complex technical features into clear business benefits, as this will be crucial during your discussions with senior stakeholders.
✨Showcase Your Communication Skills
Practice articulating your thoughts clearly and persuasively. You’ll need to demonstrate exceptional verbal and written communication skills, especially when presenting to C-level executives. Consider doing mock presentations to refine your delivery.
✨Be Ready for Collaboration
Since this role involves working closely with various teams, be prepared to discuss your experience in cross-functional collaboration. Highlight examples where you’ve successfully engaged with sales, marketing, or product management to achieve common goals.
