Director, Field Sales

About the role

The Director, Field Sales role will be a key individual contributor sales executive who generates new revenue for the Advent division of SS&C Technologies, Inc. The ideal candidate will be a seasoned sales executive with direct experience selling software & services to the Investment Management market, specifically Asset Managers and complex Private Wealth Advisors.

Responsibilities

• Drive new business revenue growth by selling Advent's Genesis Platform, Eze products, and related software and services solutions to Investment Management firms across the assigned territory, primarily NOAM.
• Develop and execute strategic account and territory plans to identify, engage, and win new clients within the Investment Management vertical.
• Generate qualified sales opportunities through proactive outbound prospecting, networking, referrals, and collaboration with Sales Analysts and Marketing.
• Manage the full sales cycle from lead generation and qualification through solution presentation, contract negotiation, and deal closure.
• Establish and maintain strong relationships with executive-level stakeholders and key decision-makers at investment management firms.
• Collaborate with Sales Engineers and Solutions Managers to design and deliver solution presentations, demonstrations, proposals, and business cases aligned to customer needs.
• Position the value of the Genesis Platform across front-, middle-, and back-office workflows, including portfolio management, order management, pre- and post-trade compliance, post-trade operations, portfolio accounting, performance, reconciliation, risk, client reporting, billing, and client portal capabilities.
• Maintain an accurate pipeline and sales forecast within Salesforce and provide regular business updates to senior leadership.
• Analyze market trends, competitor activity, and client requirements to identify growth opportunities and provide market feedback to internal stakeholders.
• Represent Advent at industry conferences, trade shows, client events, and networking activities to enhance brand awareness and generate new business opportunities.
• Ensure adherence to all company policies, procedures, compliance requirements, and ethical sales practices.

Qualifications