As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Job Title: Senior Implementation Advisor – Retirement Solutions
Locations: Kansas City, MO, Braintree, MA, & Dublin, OH, - Hybrid
About the Role
The Senior Implementation Advisor serves as a key liaison between business stakeholders, operational teams, and technical resources to deliver process improvement, automation, and implementation solutions that drive business value. This role combines strong business analysis expertise with implementation leadership, helping identify opportunities for AI-enabled solutions, agentic process transformation, robotic process automation (RPA), and operational efficiencies.
The ideal candidate will possess a strong understanding of retirement services operations, implementation methodologies, requirements gathering, process analysis, and solution delivery. Experience with Chorus, SmartDesk TRAC, and retirement recordkeeping platforms is highly desirable.
Career level professional leading small, moderately complex projects or working on complex tasks that require a high degree of judgement, resourcefulness, and self-initiative. Demonstrates specialized expertise to evaluate wide-ranging and complex issues and develop creative solutions. Recommends new procedures.
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
How You Will Make an Impact
- AI and Agentic Process Solutioning (Business-Focused)
- Robotic Process Automation (RPA) Business Analysis and Solution Design
- Business Analysis and Requirements Management
- Agile Methodologies and Delivery Experience
- Process Improvement and Operational Transformation
- Stakeholder Management and Cross-Functional Collaboration
- Documentation and Process Mapping
- Project and Implementation Support
Required Experience
- Minimally requires a Master's degree and 1 years of related experience, Bachelor's degree and 3 years of related experience, (Retirement or Financial Services)
- Retirement Systems Domain Knowledge
- SmartDesk TRAC experience
- Chorus platform experience
- Recordkeeping and Retirement Services operations knowledge
- Retirement Systems Domain Knowledge
- Experience within retirement services, recordkeeping, financial services, or benefits administration organizations.
- Working knowledge of SmartDesk TRAC, Chorus, or similar retirement servicing platforms.
- Experience supporting AI, intelligent automation, agentic workflow, or digital transformation initiatives.
What Sets You Apart (preferred qualifications)
- Prior experience with SS&C, DST, BFDS, or related organizations.
- Familiarity with leading RPA platforms such as UiPath, Automation Anywhere, Microsoft Power Automate, or Blue Prism.
- Certified Business Analysis Professional (CBAP), PMI-PBA, Agile, Scrum, or related certifications.
- Understanding of retirement operations, participant servicing, call center workflows, and recordkeeping processes.
Join SS&C, where innovation meets global opportunities. Click here to apply.
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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.Massachusetts: The expected base salary for the position is between $88,000 USD to $119,287 USD.
Applications will be accepted on an ongoing basis until the position is filled.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Skills Required
- 5+ years of experience in an implementation, consulting, or project management role
- Strong understanding of retirement plan administration and related regulations (e.g., ERISA, DOL)
- Proficiency in project management software and tools
SS&C Technologies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.
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Leave & Time Off Breadth — Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
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Retirement Support — Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
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Equity Value & Accessibility — Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.
SS&C Technologies Insights
What We Do
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 22,000+ employees in over 150 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
