Rebalancer Consultant

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

Rebalancer Consultant

Locations: Jacksonville, FL | Hybrid

About the Role

The Rebalancer Consultant should be highly motivated with excellent communication and analytical skills. He/she should be solutions-oriented and able to provide appropriate suggestions to clients seeking workable solutions for their customers. This person needs to be a quick thinker with exceptional organizational skills and superior project management. He/she should also be articulate, organized, patient, thorough, and able to deal with a variety of people.  This person will assist with Black Diamond Investment Management services account onboarding.

Join the company ranked #1 on the list of Best Places to Work in Jacksonville and Northeast Florida. We are a leading provider of award-winning software and services for the global investment management industry, seeking a Rebalancer Consultant in Jacksonville, Florida. 

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  

• Operating our proprietary internet-based Rebalancer application
• Communicating with clients in a proactive, consultative & professional manner through scheduled phone conversations and those that require specific client assistance
• Have the ability to decipher, process and follow through with client requests related to trading and rebalancing
• Work internally to help client to set up their individual, unique trading workflows
• Act as a liaison between clients and internal Black Diamond departments when needed
• Helping clients understand and use Black Diamond Investment Management services

Required Experience

• Bachelor's degree in Business, Finance, Information Systems, Computer Science, or a related field, or equivalent experience.
• Direct experience in a Trading/Rebalancing, Model creation/management
• Demonstrated experience owning relationships with large, complex clients and serving as a trusted advisor to senior client stakeholders.
• Strong understanding of business processes and the ability to align technology solutions to client objectives.
• Excellent communication, presentation, and facilitation skills with the ability to explain complex technical concepts to both technical and non-technical audiences.
• Proficiency in Microsoft Excel
• Strong analytical, problem-solving, and critical-thinking skills
• undefined

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

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#CA- 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.

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.