Bryce Pearson
Senior Sales Executive | Enterprise Financial Software (FinTech)
- Role
- Regional Sales Manager at United Fintech
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Bryce Pearson
Extensive business development experience in enterprise software sales, interacting with C-level executives of highly technical companies within FinTech space. By leveraging advanced technology, both on-prem as well as hosted cloud based SaaS (Software as a Service), I enable businesses to extract additional value out of their software applications and personnel to realize operational efficiencies, mitigate business risk and convey competitive advantages. All while reducing unnecessary administrative governance and overhead. This allows my clients to effectively future-proof their business. Responsible for entire business development lifecycle from lead generation, product demonstration, contract negotiation, implementation oversight and ongoing account management. Frequent business travel to conduct sales presentations and maintain client relations with high touch account services.
Experience
Regional Sales Manager
Sep 2025 — Present · San Diego, CA, US
Advanced Trade Order Management (OMS)/ Portfolio Accounting (PMS)/ Investment Book of Record (IBOR) software solutions for institutional asset managers, wealth advisors, family offices and hedge funds w/ assets under management from $20B across all asset classes, both domestic and international. Software can be coupled w/ full range of outsourced managed services.United Fintech has functionality covering:• Total Asset Coverage - Equities, Options, Futures, FX, Fixed Income, Credit, OTC Derivatives, Privates, Etc.• Order Management - Complex Modeling/Rebalancing, Quick Block entry, Tax Lot efficiency, Short Locate, etc. • Trading – Electronic order execution via FIX connectivity for direct broker access, EMS (including WebICE & TT), Algos, High/Low Touch, Dark Pools, etc. • Compliance - Pre, Intra and Post trade compliance w/ regulatory reporting• Operations –Straight Through Processing to PB\'s, Administrators and Custodians• Portfolio Management - Historical risk and performance reporting, Performance Attribution and T+1 Reconciliation• General Ledger - Full Shadow NAV capabilities - financial reporting across fund, investor and partnership accounting• Risk - Real-time delta and beta adjusted risk exposures, VAR, Stress, Scenario Analysis and Margin• Data Management – Unified Data Model, Automated security setup, Data source distribution• Mobile - Execute orders, position management and more, remotely from handheld devices• Middle/Back Office Services - T+1 Recs, Recon Breaks Resolution, Full Outsource
Skills
- Project Management
- Private Cloud
- Big Data
- Ssrs
- Data Visualization
- Crm
- Strategic Planning
- Cloud Storage
- Portfolio Management
- Contract Negotiation
- Selling
- Investment Management
- Performance Measurement
- Research Management
- Saas
- Investments
- Ibor
- Trade Compliance
- Solution Selling
- Sales Process
- Electronic Trading
- Financial Institutions
- Software Implementation Management
- Business Development
- Custodian Reconciliation
- Wealth Management
- Asset Management
- Risk Management
- Equities
- Cloud Applications
- Trading Systems
- Direct Sales
- Trading
- Marketing Strategy
- Institutional Sales
- Equity Trading
- Relationship Management
- Product Management
- Enterprise Software
- Sales Management
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