SS&C
Financial Services
ImplementationConsultant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Implementation Consultant at SS&C. Skills: Client relationship management, Project management, Platform implementation. Ensure clients are engaged. Ensure clients are satisfied”
Industry & Context.
What They're Looking For.
Must Have
2-3 years client facing experience, Client facing experience in Software, Client facing experience in Financial Services, Client facing experience in Financial Technology, Experience in Project Management, Proficient with Microsoft Office, Proficient with Excel, Ability to learn quickly, Ability to adapt to changing technology, Self-directed, Able to work independently
Nice to Have
Investment management experience, Technical experience
What You'll Do.
Ensure clients are engaged
Ensure clients are satisfied
Manage complex projects
Onboard clients to Black Diamond Wealth Platform
Collaborate across Onboarding Teams
Get to know client's business model
Get to know client's individual system needs
Develop client workflows
Configure suite of tools
Design training for clients
Deliver training to clients
Manage 12-15 Implementation projects concurrently
How You'll Work.
Team & Collaboration
Across Black Diamond’s Onboarding Teams
Communication Scope
Client training
Process & Methodology
Project Management
Full Job Description
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_** **Implementation Consultant** **Locations** : Jacksonville, FL | Hybrid **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 man
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