At a Glance
- Tasks: Manage client relationships and drive sales strategies in a dynamic financial services environment.
- Company: Join SS&C, a leading global financial services and healthcare technology company.
- Benefits: Enjoy a hybrid work model, competitive holidays, and professional development opportunities.
- Other info: Diverse and inclusive workplace committed to employee wellbeing and growth.
- Why this job: Make an impact by connecting with top clients and shaping the future of finance.
- Qualifications: Proven relationship management skills and experience engaging with C-level executives.
The predicted salary is between 56700 - 69300 £ per year.
SS&C is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut, with over 27,000 employees in 35 countries. We provide expertise, scale, and technology to around 20,000 financial services and healthcare organisations.
SS&C Technologies is the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. Our unique business model combines end-to-end expertise across financial services operations with proprietary software and solutions.
Why You Will Love It Here!
- Flexibility: Hybrid Work Model
- Your Future: Professional Development Reimbursement including access to SS&C University
- Work/Life Balance: Competitive holiday scheme
- Your Wellbeing: Competitive benefits designed to support the wellbeing of our staff
- Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
- Training: Hands-On, Team-Customised throughout your career
SS&C Calastone is the largest global funds network, connecting the world’s leading financial organisations. Our mission is to help the funds industry transform by creating innovative new ways to automate and digitalise the global investment funds marketplace.
High Level Objectives
- Retain existing client revenue by ensuring customer satisfaction through strong relationship management.
- Achieve an annual cross/up sell target for specified product solutions.
- Work in partnership with internal teams to become our clients’ trusted business partners.
- Contribute to building the Calastone brand.
Key Responsibilities – External
- Accountable as the Calastone lead on the specific client strategy, engaging across each client’s key stakeholders.
- Identify and manage opportunities for networking across different industry groups to support the interests of Calastone customers.
- Strategically profile Calastone with clients on a regular basis in line with corporate messaging.
- Achieve deep understanding of each client’s strategic priorities, goals, challenges and their expectations from a service provider.
- Connect ‘high & wide’ across the decision and influence centres within the client organisation.
- Deploy Calastone executives in a senior coverage capacity to enhance C-level connectivity.
- Understand our client specific competitive landscape and develop competitor counter-strategies.
- Maximise the impact to clients of Calastone thought leadership/industry insights.
- Seek to create a tangible client specific value proposition that is compelling & differentiating.
- Accountable for the quality of client proposals & successfully concluding contract negotiations.
- Ensure smooth and efficient client on-boarding, working closely with both internal and external stakeholders.
- Meter relationship and service efforts and resources according to the strategic and economic value to the organisation.
Key Responsibilities – Internal
- Build & maintain concise Client Profile to drive a rigorous annual client strategy review with key Calastone executives and management.
- Accountable as the lead on the specific client strategy engaging key internal stakeholders in support.
- Accountable for the quality, accuracy & timeliness of defined client data on Salesforce.
- Provide accurate revenue forecasts monthly and annually.
- Develop strong and open working relationships with all internal stakeholders including Management, Sales & RM, Operations, Client Delivery, Marketing, Legal, Finance & Development.
- Provide up to date product and industry knowledge as well as organisational updates.
- Analyse industry news, data & trends to establish Calastone's market position.
- Execute sales & client strategies in line with our new Sales & RM methodology and process.
Required Knowledge & Experience
- Proven track record in relationship management, engaging with the C-level within the funds industry.
- Track record of executing sales and client strategies in partnership with multiple internal stakeholders to ensure delivery of operational & service excellence.
- A good understanding of the Calastone business as well as the funds industry, fund trading and the role and strategic objectives of industry participants.
Person Specification
- Strong relationship builder at client Operations and “C” level.
- Clear focus and organisational capabilities.
- Excellent communicator with the ability and personal impact to influence the key decision makers.
- Entrepreneurial in spirit but works with and advocates corporate discipline.
- Ability to provide demos for all live Calastone products and services.
- An individual who operates with a high level of honesty and integrity at all times.
- Articulate and able to communicate well in written and spoken English.
- Good level of IT skills.
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.
Thank you for your interest in SS&C! Applications will be accepted on an ongoing basis until the position is filled. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, colour, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Location: London - 1 Ropemaker Street
Type: Full time
Sales and Relationship Manager in London employer: SS&C Technologies
At SS&C, we are committed to fostering a dynamic and inclusive work environment that prioritises professional growth and employee wellbeing. Our hybrid work model offers flexibility, while our competitive benefits and development opportunities, including access to SS&C University, ensure that you can thrive both personally and professionally. Join us in London/Essex, where your contributions will be valued, and your career can flourish in the exciting Fintech and BPO sectors.
StudySmarter Expert Advice🤫
We think this is how you could land Sales and Relationship Manager in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like SS&C Technologies. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Sales and Relationship Manager in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to SS&C Technologies.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on SS&C Technologies's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at SS&C Technologies
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with SS&C Technologies.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at SS&C Technologies will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former SS&C Technologies employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
