Consultant, Geneva

Reposted 8 Hours Ago
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Jacksonville, FL, USA
In-Office
140K-175K Annually
Senior level
Fintech • Software
The Role
Implement and upgrade SS&C Advent Geneva for financial services clients. The consultant gathers requirements, configures workflows, manages data migrations, develops reports and integration mappings, supports go-live, troubleshoots issues, trains users, and communicates with stakeholders. The role requires strong asset management, accounting, client consulting, and technology knowledge, along with independent work and travel of up to 50%.
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


Geneva Consultant 

Locations: NY, NJ, FL (Remote/Hybrid) 

 

About the Role 

SS&C Advent delivers financial technology solutions and services to financial services clients in the asset management, wealth management, and alternative investment space around the globe.    

The Consultant will support SS&C Advent's Geneva enterprise portfolio accounting application. Blending financial industry knowledge with technology skills while implementing and upgrading Geneva. This role will gain exposure to multiple client environments. Upgrades provide a unique opportunity to learn the latest and greatest features bundled with Geneva releases. 

 

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   

  • Collaborate with clients to understand business requirements, design and configure products, automate optimized workflow 
  • Manage time to deliver critical components and maximize client satisfaction 
  • Prepare system and data transition plans, and complete migration involving historical data take-on. 
  • Execute implementation tasks, collaborate and communicate project status with internal and external stakeholders. 
  • Lead hands-on training sessions, troubleshoot issues, technical support during go-live events. 
  • Develop custom reports, conversion tools, and system integration mappings 
  • Deliver high-quality consulting services as part of implementation projects, build strong relationships with clients and internal teams to drive client satisfaction and continuous improvement. 
  • Need to work independently and in a team, with flexibility to travel and adapt to changing work hours. 

 

Required Experience  

  • Bachelor's or Master's degree in a related field (finance, accounting) is required. 
  • 9+ years of client experience in the financial services industry is required. 
  • Solid working knowledge of asset management and client back office workflow and operations are required. 
  • Familiarity with the general ledger is required. 
  • Working knowledge of Advent’s Geneva or expertise with similar applications is required.  
  • Strong troubleshooting and reasoning skills. 
  • Ability to effectively and efficiently manage time to maximize productivity. 
  • Ability to learn quickly and independently by gathering information from a variety of sources to acquire the knowledge needed to complete assigned tasks. 
  • Strong communication skills.  The ability to present information to both technical and nontechnical individuals.  
  • Ability to be self-directed and work independently. 
  • Ability to travel up to 50% of time. 

 

 

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

#LI-MG2 

#CA-MG 

 

 

 




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. New Jersey: The expected base salary for the position is between 145,000 USD to 170,000 USD. New York: The expected base salary for the position is between 140,000 USD to 175,000 USD. Other States expected base salary for the position is between 145,000 USD to 170,000 USD. In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.

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

  • Bachelor's or master's degree in a related field, such as finance or accounting
  • 9+ years of client experience in the financial services industry
  • Working knowledge of asset management and client back-office workflows and operations
  • Familiarity with the general ledger
  • Working knowledge of Advent Geneva or expertise with similar applications
  • Strong troubleshooting and reasoning skills
  • Ability to effectively and efficiently manage time
  • Ability to learn quickly and independently using information from multiple sources
  • Strong communication skills, including presenting to technical and nontechnical individuals
  • Ability to work independently and be self-directed
  • Ability to travel up to 50% of the time

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

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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.

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