Wealth Specialist

13 hours ago

London, Greater London, United Kingdom SS&C Technologies Holdings Full time
Job Title: Private Client Wealth Specialist

Job Summary:

We are seeking a highly skilled Private Client Wealth Specialist to join our team at SS&C Technologies Holdings. As a key member of our Solution Consulting and Product team, you will play a critical role in driving forward propositional initiatives to deliver innovative market-leading products and services to the global financial industry.

Key Responsibilities:

  • Support the defining and driving forward of propositional offerings for Investment Managed Wealth, working closely with internal and external stakeholders.
  • Bring a solid domain knowledge of wealth management functional processes and industry knowledge to the role, using it in a consultancy nature to aid internal and external stakeholders.
  • Support new sales opportunities through understanding prospect client requirements and objectives, and identifying propositions that meet them.
  • Keep domain knowledge up to date across wealth management end-to-end functions, SS&C products, regulatory change, industry trends, market competitors, and associated products.
  • Support Wealth Propositions leads in innovating and defining new wealth propositions for new or existing markets, working with and driving forward wealth proposition offerings with internal and external product owners/stakeholders.
  • Provide pre-sales support, including leading on identifying customer needs and proposing relevant propositions to meet these needs, participating/leading customer demos, supporting the completion of RFIs and RFPs, and providing propositional relevant documentation.

Requirements:

  • Knowledge of the wealth marketplace and end-to-end wealth functional knowledge covering onboarding/offboarding, money in/out, transfers in/out, portfolio management, order management, trading and settlement, corporate actions, dividends, capital gain tax, regulatory reporting, and client communications.
  • Wealth product knowledge, including general investment accounts, ISAs, JISAs, LISAs, on/offshore bonds, pension products.
  • Experience in both software and BPO propositions in wealth, as well as experience in a client-facing role.
  • Proven analytical skills, strong and proven interpersonal skills, excellent verbal and written communication skills, good influencer and negotiator, and proven champion of change.
  • Ability to lead and take ownership to ensure a high-quality deliverable, working experience of analysis and design methodology, and experience of working in Agile methodology.

What We Offer:

As a Private Client Wealth Specialist at SS&C Technologies Holdings, you will have the opportunity to work with a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. You will be part of a dynamic team that is passionate about delivering innovative solutions to the global financial industry.

Location:

UK (Hybrid; commutable to London)

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