Sales Director Insurance Investment Accounting
SS&C Technologies
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 DescriptionSales Director- Insurance Investment Accounting SolutionsLocations: Remote US OR HybridAbout the RoleSS&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 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 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.Required Experience 10+ 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.Join SS&C, where innovation meets global opportunities. Click here to apply.#LI-JP1#CA-JP#LI-RemoteUnless 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 Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.Applications will be accepted on an ongoing basis until the position is filled.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.SummaryLocation: Remote - New York, US; Remote - Tennessee, US; Remote - Georgia, US; Remote - Florida, US; Remote - Pennsylvania US; Remote - Massachussets, US; Remote - California, US; Remote - North Carolina, US; Remote - Virginia, US; Remote - Illinois, US; Remote - Texas, USType: Full time
- ...communities. Visit us at accenture.com.You Are:A growth focused sales professional who has successfully created consistent and... ...at new and existing clients, using a combination of Industry (Insurance) led solutions. And you’ll partner with other parts of Accenture...SuggestedFull timeWork experience placementLive inWork at officeLocal area
$175k - $205k
Sales Director, InsuranceWe are seeking a Sales Hunter to drive net new business in the Insurance vertical. This role is focused on acquiring new clients and expanding Brillio’s... ...acquisition (80%) and growth in dormant/existing accounts (20%). Achieve monthly, quarterly, and...Suggested- ...professional to join our United States sales team and continue to improve... ...way. As a Sales Director, you will be responsible for... ...within your defined territory and accounts, identifying new opportunities... ...largest and most significant Insurance Companies in the world,...SuggestedFlexible hours
$250k
...StreetJob Family Group:Capital Mrkts Sales & ServiceThe Director will work for the Corporate Banking... ...Global Financial Institutions Group – Insurance Team based in Chicago or New York,... ...return trade-offs, and proactively takes accountability for risks assumed.Considers risk,...SuggestedFull timeContract workPart timeLocal area- ...Director, Investment Banking, FIG Requisition ID: 254309 Salary Range: 300,000.00 – 300,000.00 Purpose Leverage industry and financial... .... ~ Strong quantitative skills in financial analysis, accounting, and financial theory. ~ Excellent written and verbal...SuggestedFlexible hours
$300k
## Director - Investment Grade TradingPostulerremote type: Sur placelocations: New York, New Yorktime... ...role.**Job Description:**The Director Sales and Trading TDS develops the Banks... ...*** Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics.*...Temporary workWork at officeLocal areaWork from homeFlexible hours- The Investment Manager Services Division (IMS) at SEI is growing rapidly... ...Investment Funds Fund Accountant Team. Our primary goal is to... ...funds.As a Fund Accounting Director, you will be responsible for... ..., FSA), life and disability insurance (premiums paid for base coverage...Full timeFlexible hours
$82k - $133k
...seeking someone to join The Investment Management Operations group supporting... ...Team Specialist position at Director level within Product Support... ...trading dashboard to insure all trades flow down properly... ...equivalent (Finance, Economics or Accounting preferred)Candidate should be...Temporary workWork at office$200k - $250k
...POSITION: Director, Investment Operations & Treasury REPORTS TO: EVP & Chief Operating and Financial Officer ("EVP & COFO") LOCATION:... ...family office, or DAF sponsor). Education in Business, Finance, Accounting, or a related field. 3+ years of people management...Temporary workInternshipWork at officeLocal areaRemote workFlexible hours$200k
...are why our people love working at A&M. Director – Transaction Advisory / Financial Due Diligence... ...buy‑side and sell‑side financial accounting due diligence. Responsibilities include... ...Managing Directors and Senior Director in sales and business development efforts....Odd jobPart timeFlexible hours$88.9k - $168.3k
...arriving at solutionsClient Experience Identify current and relevant insurance industry thought leadership and incorporate this into client... ...’s or Master’s Degree in business, engineering, accounting or related discipline.Minimum of 4 years of experience in insurance...Full timeWork experience placementInternshipLocal area$120k - $300k
...yourself in the world of institutional investing, StoneX Group is made up of four business... ...Position Purpose: Responsible for sales & execution of Investment Grade Debt through... ...Responsibilities Primary Accountabilities/Responsibilities: Senior Fixed Income...Permanent employmentFull timeWork at office$200k - $300k
...situations. Job Description J.S. Held’s Complex Accounting & Litigation team is seeking a seasoned and entrepreneurial Managing Director to support and expand our capabilities... ...experience in the financial services and insurance industries. Prior audit experience....Remote workFlexible hoursShift work- ...Description Job Summary The Director will lead the production and ongoing management of investment-related deliverables for the... ...Office, and Investment Accounting to ensure trade activity, cash... ...59, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity...Work at officeRemote workFlexible hours
$135k - $200k
...investors, the companies we invest in, and the communities in which... ...as neededLiaise with fund accounting and finance teams to source information... ...; paid time off; life insurance; 401(k) plan; and... ...marketing plans prepared by a sales team or developing and/or contributing...Full timeLocal areaFlexible hours$99k - $266k
...Global Structuring team you will lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. As... ...chance to develop significant specialization in international insurance tax, while embracing technology and innovation to enhance delivery...Full timeH1b$85k - $115k
...than 30 years. Our AI-native ERP lets accounting teams achieve more in less time. $5M‑ARR... ...shot to prove ourselves. As a VP of Sales, you’ll You’ll build and lead the revenue... ...~ Full medical, dental & vision insurance ~ Commuter benefits ~401k benefits...Contract workImmediate startRelocation$98.35k - $115.7k
...administrators who are responsible for providing accounting, administration and investor servicing to investment companies and advisers. Serves as trusted advisor... ...requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may...Full timeWork at officeLocal area3 days per week- ...infrastructure for the AI economy. We're starting with audit and accounting workflows—high-trust environments where reliability, accuracy,... ..., and enterprise trust. The Role We are hiring a Head of Sales to build Clark’s sales motion from the ground up. This...RelocationRelocation package
$120k - $215k
...world-class partners, and freedom to innovate.Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty... ...portfolio performancePartner closely with Legal, Finance, Accounting, and Risk to support investment execution and ongoing oversightContribute...Local areaFlexible hours$155.29k - $287.57k
...successful Contact Center BPO Sales Hunter for our Agentic AI... ...for transformation) in the Insurance (P&C, L&A) industry Utilize... ...collaboration with Managing Director, Business Unit Leaders, business... ...is a part of NTT Group, which invests over $3 billion each year in...Contract workWork at officeRemote workFlexible hours- ...walks through our doors a fair shot at reaching his or her potential.Summary:This Team Lead role oversees the core financial and accounting aspects of the grants and government funding lifecycle. This individual will have primary day-to-day responsibility for the production...Visa sponsorship
$89.8k - $170.5k
...nowhere like RSM.RSM is looking for a Audit Manager to join our Insurance team. Our Insurance group is a rapidly growing practice in our... ...Manage profitability of projects Identify and communicate accounting and auditing matters to Senior Managers and Partners Identify...Full timeWork experience placementInternshipLocal area- ...believe nothing is more important than investing in our culture because it is an investment... ...analyze the U.S. Generally Accepted Accounting Principles (GAAP) rules affecting the taxpayerHelp... ..., vision coverage, disability and life insurance, 401(k) plans, and a robust suite of...Local area
$145k - $165k
...Senior Management and loan committees.Cultivate and maintain an effective working relationship with Internal (originations, legal, accounting, compliance, operations, senior management) and External clients (borrowers, external counsel, specialized consultants,...Full timeLocal areaFlexible hours- ...initiatives.Apply deep knowledge of SOX, GAAP, and industry regulations to resolve client issues.Job RequirementsBachelor's degree in Accounting, Finance, or related field; CPA or equivalent preferred.Minimum of 5 years in internal audit or consulting, with SOX compliance...Flexible hours
$130k - $175k
....Requirements* Bachelor's degree in relevant discipline (e.g., Accounting, Finance, Statistics, Data Analytics, Auditing, or related field... ...solve issues with the client and partner* Some experience with Sales Tax* Experience in businesses that had Product/Inventory to...$119.5k - $329.5k
...with expertise in data analytics, finance, accounting, economics, information technology and... ...and improve performance. As a Director, you will be partnered frequently with subject... ...clientsHow You’ll Grow We are committed to investing and supporting you in your professional...Full timeWork at officeFlexible hours$130k - $150k
...Management is a leading global alternative investment manager offering clients investment... ...and compliance teams.Help drive carbon accounting initiatives using tools such as Watershed... ...contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-...Full timeTemporary workWork experience placementFlexible hours- ...team member for the role of Director, Credit Risk Review to join... ...equivalent in Finance, Economics, Accounting, Business, or a related... ...influence nearly 20% of the world’s investible assets. Every day, our teams... ..., vision, and basic life insurance plans for the employee and...WorldwideFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sales Director Insurance Investment Accounting. Be the first to apply!
- remote sales director New York, NY
- director sales training New York, NY
- director of catering sales New York, NY
- director of franchise sales New York, NY
- managing director sales New York, NY
- head of sales enablement New York, NY
- director of sales enablement New York, NY
- sales director New York, NY
- global sales director New York, NY
- director sales development New York, NY



