Edward Russo Email & Phone Number

Greater Boston Area

Oversee product strategy and direction for SS&C Advent’s Product Suite and lead efforts to develop software and services that meet the needs of clients and the marketplace. This multi-faceted role includes the leveraging of industry, clients, partners, and Advent’s solution consulting organization for key requirements and market drivers to develop plans to evolve Advent’s portfolio management, investment and investor accounting and exception management workflow offerings. Other responsibilities include the execution of competitive analysis of both features and commercial opportunities, assisting with sales enablement activities such as marketing efforts, internal communication plans and pricing policies and the participation in demand creation events (seminars, trade shows, conferences etc.).

Boston, Ma

• Plan and execute projects focused on investment manager target operating model assessments, RFP oversight and/or execution, portfolio management software/solution vendor selection and service provider selection engagements • Oversee project approach development, team mobilization, progress monitoring, client communications, deliverable structure and content• Identify new and follow-on opportunities, including the development and delivery of sales proposals and contracts

Greater Boston Area

• Manage and integrate cloud based platforms with locally deployed products as part of an end to end managed service solution suite • Assist in the establishment of the product roadmap• Oversee software demonstrations and act as the product expert for clients • Organize client workshops and marketing events including web seminars, trade shows, user conferences• Publish thought leadership content including marketing collateral, blogs, articles and conduct media interviews• Lead projects consisting of cross functional teams to build out large, revenue generating features including the build out of Fund of Funds, Hybrid Funds and 40Act Mutual Funds as well as regulatory reporting to satisfy FATCA, AIFMD, FormPF and German Tax

Boston, Ma

• Support the sales team throughout the sales cycle providing demonstrations and understanding client business and technical requirements• Establish professional service estimates, facilitate handoff to services• Facilitate post mortem deal reviews • Present at client and sales events (seminars, trade shows, conferences, etc.)• Document solution features and highlights, demonstration scripts, competitor analysis'​ and training materials

Greater Boston Area

• Manage commercialization, generate pricing for products • Interact with clients, prospects & market influencers to validate new feature requirements, provide back sale demonstrations• Create business requirements documents (BRD) and Functional Specification Documents (FRD)• Generate external product marketing collateral including: FAQ’s, Product Briefs, Client Case Studies, Press Releases

Boston, Ma

• Act as Project Manager, Account Manager, Primary Technical Support Rep for largest fund administrator clients • Identify new revenue streams including: additional license sales, cross selling, restructuring of contracts, securing of consulting engagements• Provide efficient diagnosis & timely resolution for all incoming technical support issues

Greater Boston Area

• Provide remote & onsite technical support for incoming fund accounting, partnership accounting & integration issues • In depth understanding of Advent product platforms, including Unix, SQL, Microsoft Biztalk and Microsoft Visual Studio & Sun Hardware

Everett, Ma

• Manage staff of 10 employees, $50-$60 Billion in Assets providing trust and custody services for Institutional Investment Banks and Advisors • Oversee the fund daily valuation process, provide wire, FX, ACH electronic cash transfer authorizations

• Supervise staff of 7 employees primarily responsible for back office operations processing and support• Continually review staff procedures and come up with new and improved methods to effectively manage risk and streamline work flows