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SS&C

Cloud-based SaaS for financial operations

Geneva Consultant

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-time$140k - $175k

About the Job

Requirements

  • A Bachelor's or Master's degree in a related field such as finance or accounting is required.
  • At least 9 years of client experience in the financial services industry is required.
  • Solid working knowledge of asset management and client back-office workflows and operations is required.
  • Familiarity with the general ledger is required.
  • Working knowledge of Advent’s Geneva or expertise with similar applications is required.
  • Strong troubleshooting and reasoning skills are required.
  • Ability to manage time effectively and efficiently to maximize productivity is required.
  • Ability to learn quickly and independently by gathering information from a variety of sources is required.
  • Ability to present information to both technical and nontechnical individuals is required.
  • Ability to be self-directed and work independently is required.
  • Ability to travel up to 50% of the time is required.

Responsibilities

  • Collaborate with clients to understand business requirements, design and configure products, and automate optimized workflows.
  • Manage time to deliver critical components and maximize client satisfaction.
  • Prepare system and data transition plans and complete migrations involving historical data take-on.
  • Execute implementation tasks and communicate project status with internal and external stakeholders.
  • Lead hands-on training sessions and provide troubleshooting and technical support during go-live events.
  • Develop custom reports, conversion tools, and system integration mappings.
  • Deliver consulting services as part of implementation projects and build relationships with clients and internal teams to drive client satisfaction and continuous improvement.
  • Work independently and as part of a team, with flexibility to travel and adapt to changing work hours.

About the Company

SS&C

Cloud-based SaaS for financial operations

SS&C Technologies provides cloud-based software and services for financial services firms, focusing on investment and asset management. Its subscription-based SaaS tools automate back-office tasks, portfolio and investment management, and related workflows, all hosted in the cloud. The platform integrates with other financial systems to manage assets, processing, reporting, and compliance from a single place, helping reduce manual work and costs. By offering breadth across wealth, asset, and property management with a services-enabled SaaS model, its goal is to automate, standardize, and optimize back-office operations so firms can focus on managing investments and client relationships.

Company size
10,001+
Company stage
IPO
Headquarters
Windsor, CT
Founded
1986

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