Stephen Tremelling
Oatlands,Australia
Summary
A seasoned executive with extensive experience in the financial services and investment management industry, particularly within the Australasian market. Currently serves as Regional Managing Director of Wealth Investment Technologies at SS&C Technologies in Sydney, responsible for driving new sales and nurturing client relationships across APAC while identifying growth opportunities tailored to institutional clients. Previous leadership roles at SimCorp, RBC Investor & Treasury Services, and BNP Paribas Securities Services honed expertise in strategic operations, client engagement, and investment management platforms. A proven track record of enhancing institutional presence and delivering innovative solutions underscores a commitment to excellence in the financial sector. Experienced with leading regional teams and implementing strategic initiatives. Utilizes effective leadership to drive operational excellence and business growth. Track record of achieving organizational goals through collaboration and strategic planning.
Overview
36
36
years of professional experience
Work History
Regional Managing Director – APAC
SS&C Technologies (NASDAQ: SSNC)
09.2022 - Current
- Build and lead a high performing team covering all existing clients and market prospects
- Design effective sales strategies for the APAC institutional investment management market
- All aspects of people management
- Ownership of regional revenue targets
- Board/C level client management and client retention
- Complex high value strategic sales
- Cross selling into existing accounts
- Demonstrate outstanding domain knowledge of the Australian and New Zealand markets
Managing Director – Australia & NZ
SS&C Technologies (NASDAQ: SSNC)
04.2019 - 09.2022
Senior Sales Manager
SimCorp Asia Pte Ltd
10.2017 - 01.2019
- Development and oversight of SimCorp Asia's strategy and development in Australia and New Zealand
- Strategy lead for markets and segments
- Local marketing and market presence contact conferences and events
- Lead source of competitor landscape
- Management of all market consultants and COI's
- Management of media relationships
- Re-focus on Australia and create and develop a new profile and presence.
Director Global Client Coverage
RBC Investor & Treasury Services
02.2014 - 10.2017
- Principle responsibility for new sales origination
- Strategy lead for markets and segments
- Oversight for existing client quantum organic sales and re-tenders as required
- Attendance of all major conferences and events
- Lead source of competitor landscape
- Management of all market custodial consultants and COI's
Head of Sales / Snr Relationship Manager – Australia and New Zealand
BNP Paribas Securities Services
02.2004 - 02.2014
- Head of Sales with direct responsibility for all new sales and existing client quantum organic sales and re-tenders in Australia and New Zealand.
- 3 Direct reports (One Sales Manager and two Sales Analysts)
- Total ownership of target revenues, prospect relationships and calling, detailed segment plan generation, conferences and events and influencer relationships. Responsibility for Asset Owner and Asset Manager Segments.
- Material wins: Mercer Master Super Trust NZ, Credit Agricole Asset Management, Bennelong Funds Management, Ellerston Capital, Canterbury Community Trust NZ, Australia, MCG Wealth Management, Shadforth Advisors, Aberdeen Asset Management, Media Super, TCorp NSW, Wilson HTM / Solaris, LegalSuper, AvSuper, Tyndall / Nikko Australia and New Zealand
Air Crew
Qantas Airways Limited
10.2002 - 05.2004
Vice President / Unit Head
State Street Australia Limited
04.1998 - 12.2003
- Head of operational and client relationship responsibilities for a suite of international investment manager clients for State Street Australia. 2 direct reports with a total of 62 staff at various levels in 5 operations groups.
- P&L responsibility for client base.
Equities Administration Manager
BZW Australia Limited
04.1997 - 03.1998
Client Service / Client Accounting Manager
State Street Australia Limited
07.1994 - 04.1997
Trainee Institutional Adviser
J.B. Were & Son Stockbrokers Melbourne
07.1991 - 09.1992
Coordinator For International Relations
Saga Prefectural Government Japan
06.1989 - 07.1991
Education
Bachelor of Arts - International Politics & Foreign Policy
Flinders University
Adelaide, SABachelor of Education / Diploma In Teaching -
University Of South Australia
Adelaide, SAPrince Alfred College
Adelaide, SA01.1984
Skills
- Strategic B2B sales
- Skilled in contract and fee discussions
- Business profitability analysis
- Sales performance optimization
- Market segmentation strategy
- Account management and client engagement
- Talent acquisition and development
- Cost management oversight
- Event marketing
- Client communication strategies
- Cross-departmental collaboration
- Sales revenue enhancement
- Team leadership
- Stakeholder management
- Strategic negotiation skills
Accomplishments
- Supervised and developed a team of 9 staff members across APAC.
- Resolved complex client challenges and disputes.
- Achieved outstanding financial results meeting and exceeding revenue targets.
- Developed and implemented successful segment plans and go to market strategies.
Affiliations
The King's School Preparatory School Fathers' Association (Past President)
LANGUAGES
Japanese – conversational level
Interests
Golf (member of Pennant Hills Golf Club, Sydney)
Watching movies and TV shows
Landscaping and gardening
Road trips and cruise travels
Wines
Our two pet Bengal cats
Timeline
Regional Managing Director – APAC
SS&C Technologies (NASDAQ: SSNC)
09.2022 - Current
Managing Director – Australia & NZ
SS&C Technologies (NASDAQ: SSNC)
04.2019 - 09.2022
Senior Sales Manager
SimCorp Asia Pte Ltd
10.2017 - 01.2019
Director Global Client Coverage
RBC Investor & Treasury Services
02.2014 - 10.2017
Head of Sales / Snr Relationship Manager – Australia and New Zealand
BNP Paribas Securities Services
02.2004 - 02.2014
Air Crew
Qantas Airways Limited
10.2002 - 05.2004
Vice President / Unit Head
State Street Australia Limited
04.1998 - 12.2003
Equities Administration Manager
BZW Australia Limited
04.1997 - 03.1998
Client Service / Client Accounting Manager
State Street Australia Limited
07.1994 - 04.1997
Trainee Institutional Adviser
J.B. Were & Son Stockbrokers Melbourne
07.1991 - 09.1992
Coordinator For International Relations
Saga Prefectural Government Japan
06.1989 - 07.1991
Bachelor of Arts - International Politics & Foreign Policy
Flinders University
Bachelor of Education / Diploma In Teaching -
University Of South Australia
Prince Alfred College
WORK STYLE
- Insightful approach using EQ to resolve interpersonal conflicts/client challenges
- Consultative and mentoring management style
- Strong hunter traits with a seamless ability to identify and win new opportunities
- Entrepreneurial and conceptual manager with a curious, creative and questioning approach
DIRECTORSHIPS (CURRENT)
Triple C Superannuation (ABN 51 533 792 970)
AVAILABILITY
Immediately
Publications
- 1989-91 Quarterly articles for the Japanese “Kyushu Journal Magazine”
- 1991 Feature article for “Balloon Life” magazine in the United States
- 1991 “Living In Saga - A Guide For Foreign Residents”
- 1989-91 Articles for various private magazines and publications
Hobbies and Interests
Golf (Member of Pennant Hills Golf Club, Sydney), Watching Movies and TV Shows, Landscaping and gardening, Road Trips and cruise travels, Wines, Our two pet Bengal cats
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