Implementation Consultant

Posted 2 Days Ago
Be an Early Applicant
Hiring Remotely in Ohio, USA
Remote
Mid level
Fintech • Software
The Role
Implement and onboard clients to the Black Diamond Wealth Platform by managing multiple concurrent projects, understanding client business needs, configuring workflows and platform tools, and delivering client training. The role requires extensive client interaction, cross-functional collaboration, project management, technical and investment-management knowledge, and a strong focus on client satisfaction and adoption.
Summary Generated by Built In

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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


Implementation Consultant

Locations: Remote_OH

About the Role:   


SS&C, the world’s leading provider of investment management software for nearly forty years, is seeking a talented Implementation Consultant. This is a high-impact role involving extensive client interactions. The consultant is responsible for the successful implementation and adoption of the Black Diamond Wealth Platform. This position is based in Jacksonville, FL, where we’re ranked #1 on the list of Best Places to Work.


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 

  • Ensuring clients are engaged and satisfied by managing complex projects involving multiple teams with the goal of being successfully onboarding to our Black Diamond Wealth Platform
  • Working collaboratively across Black Diamond’s Onboarding Teams
  • Spending time getting to know client’s business model and individual system needs and developing client workflows based on those needs
  • Configuring our purposeful suite of tools to allow financial advisors to manage their client’s complete wealth picture
  • Designing and delivering training to clients on our comprehensive Wealth Platform
  • Efficiently managing 12-15 Implementation projects concurrently

Required Experience   

  • A blend of investment management and technical experience is a must for the job
  • 2-3 years of client facing experience in Software, Financial Services, or Financial Technology
  • A demonstrated focus on the holistic client experience and client satisfaction
  • Ability to learn quickly and adapt to changing technology
  • Experience in Project Management
  • Proficient with Microsoft Office, including Excel
  • Self-directed, must be able to work independently
  • Bachelor’s Degree
  • Most importantly, the ideal candidate will have the ability to demonstrate our core values in all aspects of the position: Ownership. Excellence. Thoughtful. Fun. Innovative. Collaborate. Trust.

Join SS&C, where innovation meets global opportunities. Click here to apply.


#CA-AL

#LI-AL




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.

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

  • Blend of investment management and technical experience
  • 2-3 years of client-facing experience in software, financial services, or financial technology
  • Demonstrated focus on holistic client experience and client satisfaction
  • Ability to learn quickly and adapt to changing technology
  • Experience in project management
  • Proficiency with Microsoft Office, including Excel
  • Ability to work independently and be self-directed
  • Bachelor’s degree

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.

  • 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.
  • 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.
  • 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

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Birmingham, AL
22,000 Employees
Year Founded: 1986

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.

Similar Jobs

Toast Logo Toast

Consultant

Cloud • Fintech • Food • Information Technology • Software • Hospitality
Remote
US
5000 Employees
93K-149K Annually

Toast Logo Toast

Consultant

Cloud • Fintech • Food • Information Technology • Software • Hospitality
Remote
US
5000 Employees
93K-149K Annually

Samsara Logo Samsara

Consultant

Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Easy Apply
Remote or Hybrid
United States
4000 Employees
89K-135K Annually

Samsara Logo Samsara

Consultant

Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Easy Apply
Remote or Hybrid
United States
4000 Employees
100K-153K Annually

Similar Companies Hiring

Ford Energy Thumbnail
Automotive • Software • Energy • Utilities • Manufacturing • Renewable Energy
US
Revel Thumbnail
Aerospace • Hardware • Robotics • Software
Marina Del Rey, California
70 Employees
Blee Thumbnail
Artificial Intelligence • Marketing Tech • Software
New York, New York
33 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account