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Investment advisor Jobs in New Bedford, MA

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Investment advisor • new bedford ma

Last updated: 6 hours ago
Sales Executive - Insurance Investment Accounting Solutions

Sales Executive - Insurance Investment Accounting Solutions

SS&C TechnologiesMA, US
Full-time
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 financia...Show moreLast updated: 30+ days ago
Recruitment Advisor - Delta (Boston)

Recruitment Advisor - Delta (Boston)

Gamma Phi BetaMassachusetts
Full-time
Application Deadline : May 6, 2024.A recruitment advisor advises an assigned collegiate chapter in planning and executing activities that result in new members joining Gamma Phi Beta and assists in ...Show moreLast updated: 30+ days ago
Educational Advisor

Educational Advisor

Seven Hills FoundationNew Bedford, MA, US
Full-time
The Educational Advisor counsels individuals and provides group educational and vocational guidance services.The Educational Advisor will implement educational programs and activities at their desi...Show moreLast updated: 30+ days ago
  • Promoted
03916 Beauty Advisor-Raynham MA

03916 Beauty Advisor-Raynham MA

Sally Beauty HoldingsNew Bedford, MA, US
Full-time
SALLY BEAUTY ADVISOR : Raynham MA.By working at Sally Beauty, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express thems...Show moreLast updated: 2 days ago
Health Insurance Advisor

Health Insurance Advisor

HireGrow StaffingRemote, MA, US
Remote
Full-time
Quick Apply
Build a Career That Grows with You Now Hiring : .Sales Representatives & Sales Leaders 📍 100% Remote | Full-Time | All 50 U. States | Leads Provided Are you driven, coachable, and ready to...Show moreLast updated: 30+ days ago
Observability Advisor - REMOTE - 30300

Observability Advisor - REMOTE - 30300

Splunk IncMassachusetts, United States
Remote
Full-time
Splunk is here to build a safer and more resilient digital world.The world's leading enterprises use our unified security and observability platform to keep their digital systems secure and reliabl...Show moreLast updated: 30+ days ago
Cyber Security Advisor

Cyber Security Advisor

Schneider ElectricMassachusetts, MA, US
Full-time
Job Description The Cybersecurity Advisor supports the development of products and systems that are resilient against cyberattack. They manage risk and advise R&D teams.Digital Buildings is looking ...Show moreLast updated: 30+ days ago
Customer Accounts Advisor

Customer Accounts Advisor

Aaron's Family of CompaniesNew Bedford, MA
Full-time
A Customer Account Advisor plays a key role in assisting the Customer Accounts Department with lease agreement renewals.In this role you will also support the overall needs of the store by assistin...Show moreLast updated: 30+ days ago
  • Promoted
Entry Level - Work From Home - Product Advisor

Entry Level - Work From Home - Product Advisor

GLRochester, Massachusetts
Remote
Full-time
We’re looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.Show moreLast updated: 28 days ago
Automotive Service Advisor / Assistant Manager

Automotive Service Advisor / Assistant Manager

Midas - Wall Enterprises Inc.Fairhaven, MA, US
Full-time
At Midas we are dedicated to providing quality services to customer vehicles in the areas of inspection, diagnosis and repair utilizing the expertise attained through ASE Certifications and / or year...Show moreLast updated: 30+ days ago
  • Promoted
CUSTOMER ACCOUNTS ADVISOR

CUSTOMER ACCOUNTS ADVISOR

Aaron'sNew Bedford, MA, United States
Full-time +1
We are Aaron's - an industry leader in the sales and lease-to-own retail industry known for quality brand names and superior customer service. We provide our team members the opportunity to reach th...Show moreLast updated: 1 day ago
Physician Advisor

Physician Advisor

Tufts MedicineRemote, Massachusetts
Remote
Part-time
This role focuses on performing health assessments, running diagnostic tests, prescribing medication and creating treatment plans as well as providing health and wellness education to patients.In a...Show moreLast updated: 30+ days ago
Pharmacist - Clinical Advisor

Pharmacist - Clinical Advisor

CVS HealthMassachusetts, Work At Home, US
Remote
Full-time
Bring your heart to CVS Health.Every one of us at CVS Health shares a single, clear purpose : Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced...Show moreLast updated: 30+ days ago
SVP / Consultant Advisor - East

SVP / Consultant Advisor - East

F1525 Franklin Distributors, LLCMassachusetts Rem Loc,REMUSA
Full-time
At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset manag...Show moreLast updated: 30+ days ago
  • Promoted
H&M SALES ADVISOR

H&M SALES ADVISOR

H&M GroupNorth Dartmouth, MA, United States
Full-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers with suppo...Show moreLast updated: 1 day ago
  • Promoted
  • New!
PRIVATE CLIENT FINANCIAL ADVISOR

PRIVATE CLIENT FINANCIAL ADVISOR

CitizensNew Bedford, MA, United States
Full-time
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveri...Show moreLast updated: 6 hours ago
Retail Sales Advisor- Intel

Retail Sales Advisor- Intel

AcostaNORTH DARTMOUTH, MA
Full-time
ActionLink wants you to join our Intel Computer Sales Advisor Team!.We are seeking an engaging individual who will enjoy creating a world-class service environment inside a local Best Buy's compute...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
OFFICE ADMINISTRATOR - FINANCIAL FIRM - ACUSHNET, MA

OFFICE ADMINISTRATOR - FINANCIAL FIRM - ACUSHNET, MA

Advisor Employee ServicesAcushnet, MA, United States
Full-time
Advance your career and truly make a difference.We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established In...Show moreLast updated: 6 hours ago
H&M Sales Advisor

H&M Sales Advisor

H&MDartmouth, Massachusetts, United States
Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers with s...Show moreLast updated: 30+ days ago
Upward Bound Academic Advisor

Upward Bound Academic Advisor

UMass DartmouthDartmouth, Massachusetts, United States
Full-time
OF POSITION : Recruits, guides, and advises students; monitors student progress; and facilitates student development individual and group activities. Performs a variety of tasks related to providing ...Show moreLast updated: 30+ days ago
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The cities near New Bedford, MA that boast the highest number of investment advisor jobs are:
Sales Executive - Insurance Investment Accounting Solutions

Sales Executive - Insurance Investment Accounting Solutions

SS&C TechnologiesMA, US
30+ days ago
Job type
  • Full-time
Job description

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

Sales Executive - Insurance Investment Accounting Solutions

Locations : Remote OR Hybrid

Get To Know The Team :

SS&C sells innovative technology and value-add services to insurance companies that need timely, accurate accounting and reporting for the public and private investments they hold in their General Account and through Separately Managed Accounts. SS&C's solutions are designed to centralize, automate, and streamline all investment activities across the insurance company's middle- and back-office operations, allowing them to meet their unique Statutory accounting requirements and regulatory reporting obligations to the National Association of Insurance Commissioners (NAIC). Key functions SS&C supports with Software-as-a-Service (SaaS) and Outsourcing Services include, but are not limited to, trade capture and post-trade compliance; management of valuations, corporate actions, and security master; reconciliation and exception resolution; multi-basis, multi-currency investment accounting (e.g., GAAP, STAT, Tax, IFRS); unstructured data collection and document management for alternative investments; performance measurement and attribution; risk analytics; and insurance regulatory reporting.

Why You Will Love It Here!

  • 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!

What You Will Get To Do :

  • Drive new logo sales within the US insurance market, including SaaS offerings and outsourced investment accounting, operations, reporting and analytics services.
  • Lead the entire sales process from prospecting through closing, including conducting discovery to qualify opportunities, preparing subject matter experts and other team members, developing presentations, providing quality and timely follow-up to prospects, creating pricing proposals, and negotiating contracts.
  • Build and maintain a strong sales pipeline of short-, medium- and long-term opportunities through active outreach and nurturing relationships with decision-makers.
  • Conduct high volume of outreach, including calling, emailing, and running marketing campaigns to generate new leads and opportunities, using Salesforce, Salesloft, and other mediums.
  • Prepare for prospect meetings with high degree of organization and attention to detail, and deliver high quality presentations and product demonstrations.
  • Take a consultative approach to understanding a prospect's challenges, priorities and strategic objectives, and deliver tailored solutions.
  • Develop a thoughtful strategy and execution plan for every prospect engagement, leading to a well-run sales process and high close rate.
  • Run complex, consultant-led Request for Proposal (RFP) processes, ensuring responses are consistent, of the highest professional quality, and submitted on time.
  • Maintain relationships with industry consultants and other influencers to create advocates for SS&C in the market and drive referrals.
  • Create and distribute continuous thought leadership to address industry trends and challenges, promote SS&C's expertise and build our reputation.
  • Plan and attend industry conferences with proactive outreach to schedule meetings with target prospects and maximize our return on investment.
  • Collaborate and communicate effectively with internal team members and executives to strategize, prepare, and execute on new client opportunities.
  • Organize PowerPoint slides and talking points for internal presenters, including executives and subject matter experts.
  • Build rapport with executive decision makers at the prospect and develop relationships at multiple levels of the organization.
  • Work diligently as an individual contributor and collaboratively with the broader sales team to accurately forecast and consistently achieve revenue targets.
  • Develop and maintain a deep understanding of SS&C products and services and be able to communicate our unique value proposition to prospective clients.
  • What You Will Bring :

  • 7-15 years sales experience, preferably managing complex strategic sales processes.
  • Understanding of insurance company investment portfolios, including private and alternative products, investment operations and technology, regulatory capital requirements, asset allocation strategies, tax, and risk management.
  • Bachelor's Degree.
  • Excellent written, oral, and presentation skills.
  • Self-starter with the ability to work both independently and collaboratively and to drive new revenue in a complex, performance-oriented environment.
  • Organizational intelligence and ability to navigate a large, global organization.
  • Flexibility to travel.
  • Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com / careers.

    LI-JP1

    LI-remote

    CA-JP

    Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

    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.

    Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

    Jersey City, NJ : Salary range for the position : $140,000 Plus uncapped commission USD to $180,000 Plus uncapped commission USD. NY : Salary range for the position : $160,000 plus commission USD to $190,000 plus commission USD. Maryland : Salary range for the position : $140,000 Plus uncapped commission USD to $180,000 Plus uncapped commission USD.