National Investment Consultant

Job Description

National Investment Consultant

Location:
Denver | Hybrid

SS&C ALPS Fund Services

SS&C ALPS offers a full-service partnership approach to a select group of clients (including mutual funds, closed‑end funds, ETFs and alternative investment funds) looking for truly customized service. We offer turn‑key capabilities that anchor all of the diverse resources needed to run a full‑service mutual fund complex.

• Flexibility
  :
  Hybrid Work Model and Business Casual Dress Code, including jeans
• Your Future
  : 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance
  :
  Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing
  :
  Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives
  :
  Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training
  :
  Hands‑On, Team‑Customized, including SS&C University
• Extra Perks
  :
  Discounts on fitness clubs, travel and more!

• Have detailed knowledge of the entire suite of ALPS products and be able to present these solutions in person, over the phone and digitally.
• Participate in office collaboration and some travel.
• Cover a defined state(s) specific territory to raise assets in this role.
• Cover Wirehouses, and advisors, with a focus on growth within the RIA segment.
• Travel with elite advisors and teams where a portfolio specialist will also be in attendance to help drive impact.
• Participate in Quarterly Presentation Contests:
  Focus product presentation contests to ensure consistent messaging across the team.
• Referrals to Specialists:
  Regular communication with Specialists to share cross sell opportunities.
• Collaborate with Business Intelligence Team:
  Must effectively utilize data from Salesforce and Quick Sight to drive decisions. Expectation is consistent communication with BI Team.

• Bachelor’s degree or equivalent and 3-5 years in the investment industry.
• Excellent writing, quantitative, and communication skills, as well as strong attention to detail.
• The individual must balance the energy of independent self‑starter with the collaborative capability of a team player, and be able to work on multiple sales campaigns delivering high‑quality work and sales results.
• Willingness to learn and take on additional responsibilities over time, as appropriate.
• A positive attitude and a high level of professionalism are essential.
• The position requires extensive use of internal and external systems and databases, and proficiency in Microsoft Word and Excel.
• Ability to work autonomously; effectively handle multiple tasks, prioritize deadlines appropriately.
• Embrace data and business intelligence designed to help target the right opportunities and deliver effective results.
• Willingness to travel as necessary. Must be able to organize a strong travel schedule with elite advisors and teams.
• Series 7 and 63 licensed preferred.

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at

SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.