Christopher Nelson
Jacksonville,FL
Summary
Experienced and driven business development executive with 10+ years sales experience representing company values in all business interactions. Professional leader with proven track record of managing a pipeline, forecasting and exceeding annual goals. Experienced in gaining trust and confidence through product presentations.
Overview
11
11
years of professional experience
1
1
Certification
Work History
National Sales Manager
SS&C Technologies/Advent Software
Jacksonville, FL
01.2023 - Current
- Manage new business development team for wealth management division within SS&C/Advent
- Key stakeholder for all marketing efforts
- Support target quota of 15M in new annual revenue
- Lead custodian relationship management team
- Support forecasting, deal reviews and all pricing pricing approvals across team
- Represent a portfolio of products including - Portfolio management, OMS, CRM, compliance tools
- Provide contract support including legal changes
Senior Account Executive
SS&C Technologies/Advent Software
Jacksonville, FL
07.2017 - 12.2022
- Present a portfolio of technology products across a range of different financial service companies
- Operate in a player/coach format supporting advisory sales team
- Develop and maintain strategic relationships with C-level personnel
- Manage strategic relationships across custodian partners
- Proven track record of exceeding quota each year
- #1 Sales performer in 2020, 2021 and 2022 - (Wealth Management Division of Advent)
Senior Technology Consultant
Advent/Black Diamond
Jacksonville, FL
04.2013 - 06.2017
- Sales Technical Consultant for Wealth Management division of SS&C/Advent
- Expertise in Portfolio Accounting and Reporting, GIPS Compliance, Systems Integration, Relationship Management, and Consulting
- Understand the key business requirements of organizations ranging from large enterprise financial groups to independent RIAs
- Collaborate in the entire sales process from setting strategy to delivering strong solution presentations to assure success and client satisfaction
Education
Bachelor of Science - Economics/ Minor in Information Technology
Florida State University
Tallahassee, FL2008
Skills
- Holds Certificate in Investment Performance Measurement (CIPM) The CIPM Association is a body associated with the CFA Institute
- Deep understanding of financial technology
- Excellent relationship building skills
- Contract negotiation
- Excellent presentation skills
Certification
Certificate in Investment Performance Measurement (CIPM)
Timeline
National Sales Manager
SS&C Technologies/Advent Software
01.2023 - Current
Senior Account Executive
SS&C Technologies/Advent Software
07.2017 - 12.2022
Senior Technology Consultant
Advent/Black Diamond
04.2013 - 06.2017
Bachelor of Science - Economics/ Minor in Information Technology
Florida State University
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