Director, Digital Investment Solutions/Pre-Sales PA25Q4DIDISJH058

SS&C is a leading financial services and healthcare technology company based on revenue. Headquartered in Windsor, Connecticut, with 27,000+ employees in 35 countries, SS&C serves 20,000 financial services and healthcare organizations worldwide, from large enterprises to small and mid-market firms.

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

As a Director, Digital Investment Solutions/Pre-Sales, you will be a key driver in identifying, defining, and promoting innovative digital investment solutions to prospective and existing clients. You will combine deep product expertise with strong pre-sales capabilities to articulate value propositions, conduct demonstrations, and support sales efforts for SS&C's cutting-edge financial technology offerings.

What you will get to do

• 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 is important to us that we strive to have a workforce that is diverse in the widest sense.

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, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.