Project Manager with Insurance Accounting Background

Reposted 5 Hours Ago
Be an Early Applicant
Boston, MA
In-Office
100K-195K Annually
Junior
Fintech • Software
The Role
Provide operational and middle/back office support for investment products, manage client relationships, track corporate actions, and resolve reconciliation discrepancies.
Summary Generated by Built In

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

Director, Project Manager

Locations: Windsor, CT / Boston, MA | Hybrid

Get To Know Us:

SS&C is leading the way. We continue to look for todays and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few.

The Director of Insurance Implementation and Onboarding will lead projects to implement clients on to the Singularity platform for Investment Operations and Accounting for Insurance firms. In this role the candidate will manage multiple projects and for larger projects may have staff to direct on the project.

This role is expected to lead and drive client implementations ensuring that teams follow structured and governed project plans leading to successful migration to new products and services with high degrees of client satisfaction. Successful candidates will be critical to driving forward the rollout of SS&C Singularity.

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
  • Your Future: 401k Matching Program, Professional Development Reimbursement
  • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
  • Training: Hands-On, Team-Customized, including SS&C University
  • Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

  • Lead implementations of Singularity; the investment operations and accounting platform for Insurance companies
  • Learn the implementation methodologies for Singularity and all the project plan artifacts that support it, participate in the further evolution of the approach, follow internal and client governance.
  • Maintain relationships with client project teams and executives, including leading operations reviews, implementations processes, process improvements, project management functions and vendor review meetings
  • Manage projects with skill and project management discipline representing a culture that care about dates
  • Perform business analysis, new requirements, workflow, and operational reviews serving as a single point-of-contact between client and SS&C teams (e.g. product, development, operations, outsourcing).
  • Lead other project resources
  • Be involved in all phases of implementation projects as well as a number of smaller client-related projects and pre-sales opportunities
  • Provide the necessary skills to advise and consult within the investment management marketplace on best practice methodologies on how to utilize SS&C solutions
  • Interact effectively with senior stakeholders, both internally and externally. Manage Client expectations, cultivate the Client relationship and ensure the timely completion of project milestones.
  • Command respect for excellence, not only in areas of specific knowledge but also in all aspects of proposing, conducting and leading consultancy assignments.

What You Will Bring:

  • College degree in Accounting, Finance or Economics.
  • Significant experience with program and project management related to implementation of software or the onboarding of outsourced services within financial services with insurance strongly preferred.
  • Financial industry experience, Insurance is strongly preferred, with specifically strong industry background knowledge within the Investment Accounting domain
  • Strong experience with Public and Private investments, with Public, Fixed Income products, Common Stock, Derivative products, including Options, Futures, Swaps, FX trades and Commercial Loans.
  • Strong judgment, risk & issues management, and problem analysis techniques
  • Ability to troubleshoot details while maintaining the “big picture” view
  • Ability to manage high pressure client situations and build trust with the clients
  • Ability to prioritize multiple simultaneous issues with outstanding time management skills and attention to details
  • Ability to present and communicate at a senior stakeholder level (internally & externally)
  • Ability to synthesize and communicate complex technical, product and business issues
  • Self-motivated, “Find a way to get it done” attitude

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.

#LI-Hybrid

#LI-HW1

#CA-HW

Salary/wage rate is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

The expected base salary for the position in MA is between $100,000 USD to $195,000 USD.

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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.

Top Skills

Excel
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The Company
HQ: Windsor, CT
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.

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