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SS&C

Cloud-based SaaS for financial operations

Implementation Consultant

Implementation & Technical Account ManagementPosted on Nov 13
Full-timeOhio, USANo salary listedRemote

About the Job

Requirements

  • A blend of investment management and technical experience is required.
  • Two to three years of client-facing experience in software, financial services, or financial technology is required.
  • Demonstrated focus on holistic client experience and client satisfaction is required.
  • Ability to learn quickly and adapt to changing technology is required.
  • Experience in project management is required.
  • Proficiency with Microsoft Office, including Excel, is required.
  • Ability to work independently is required.
  • A bachelor's degree is required.

Responsibilities

  • Manage complex projects involving multiple teams to ensure successful client onboarding to the Black Diamond Wealth Platform and client satisfaction.
  • Collaborate across Black Diamond's onboarding teams.
  • Learn each client's business model and system needs, then develop client workflows based on those needs.
  • Configure the suite of tools that enables financial advisors to manage clients' complete wealth picture.
  • Design and deliver training to clients on the wealth platform.
  • Manage 12–15 implementation projects concurrently.

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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