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Director Sales & Relationship Management

SS&C Technologies

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Director
Seniority
SS&C Technologies
Employer

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. Job Description Director, Sales and Relationship Management Locations: Sao Paolo, Brazil About the Role 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, reducing frictional costs and lowering operational risk to the benefit of all. Through this, we make investing more accessible, generating the opportunity for the industry to deliver greater value for the investor. Over 3,500 clients in 54 countries and territories benefit from Calastone’s services, processing £250 billion of investment value each month.

Calastone is headquartered in London and has offices in Luxembourg, Hong Kong, Taipei, Singapore, New York, Milan and Sydney. The Sales & Relationship Director is responsible for maintaining and growing the revenue associated with his/her account base and developing and managing a pipeline of new business opportunities to increase the uptake of Calastone’s technology solutions across the European funds markets.

This role is pivotal in growing Calastone’s brand equity and revenue footprint across the region and developing and maintaining relationships with identified European Securities Services and Asset Management clients, giving them awareness and transparency of the complete product suite offered by Calastone to aid revenue generation Why Join SS&C SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations.

Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments. How You Will Make an Impact  Full oversight and local accountability for accounts in Luxembourg and Ireland.

Create deep and wide relationships across the entire Securities Services spectrum, to include Securities Services providers, Asset Managers and Distributors, as well as fund data/document providers, technology companies and the consultant organisations. The relationship with Transfer Agency clients is absolutely central to the success of the team, given the importance of the Transfer Agents in Luxembourg and Ireland.

The need to be that key conduit of the cross-border flows into Luxembourg and Ireland, engaging the local TA’s and supporting the global execution of new opportunities. Create pipeline of new opportunities and close new deals with existing and potential clients across all Calastone solutions Accountable for the quality, accuracy & timeliness of defined opportunity data in Salesforce. Plan, manage and communicate a high-quality local strategy for client engagement including continually updating account org charts, sales funnel and the evolving client engagement plan, and competitor landscape.

Ongoing engagement with Commercial, Product and Marketing teams regionally and globally to input into the broader client account plan, and execute. . Working closely with marketing to identify how to grow Calastone’s franchise/brand equity – through white papers, industry event participation, speaking opportunities. Full documentation of all meetings to be logged in the Calastone CRM tool (Salesforce) with follow-ups and actionable items, and communicated effectively to relevant internal stakeholders Identify and engage with senior strategic decis

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