Client Consultant

SS&C Technologies•Jacksonville, FL

3d•Hybrid

About The Position

SS&C Advent, a leading provider of innovative software and services for the global investment management industry, is seeking a Client Consultant to join our industry-leading Black Diamond Service Team. In this role, you will join a dynamic team as an integral part of the day-to-day process of supporting our clients using our Black Diamond Wealth Platform™ solution. Like what you read? Then you may be a perfect candidate to join the company ranked #1 on the list of Best Places to Work in Jacksonville.

Requirements

Bachelor's degree in Business, Finance, Information Systems, Computer Science, or a related field, or equivalent experience.
4+ years of experience in a client-facing consulting, technology consulting, client success, implementation, relationship management, or solutions-oriented role.
Experience working with technology platforms, SaaS solutions, fintech applications, or financial services software.
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.
Demonstrated ability to build trusted relationships with clients and influence stakeholders.
Strong analytical, problem-solving, and critical-thinking skills.
Experience leading client discovery sessions, workflow discussions, and solution recommendations.
Ability to manage multiple priorities in a fast-paced environment.
Proficiency with Salesforce, Microsoft Office, and business productivity tools.

Nice To Haves

Experience in wealth management, investment management, advisor technology, fintech, or financial services operations.
Experience supporting technology adoption, digital transformation, workflow optimization, or operational consulting initiatives.
Familiarity with AI-powered tools, intelligent workflow solutions, automation concepts, and emerging technology trends.
Experience helping clients adopt and leverage AI-enabled platform capabilities and modern digital experiences.
Understanding of API-driven ecosystems, integrations, MCP frameworks, or connected technology solutions.
Experience delivering client presentations, executive business reviews, and strategic recommendations.
Knowledge of change management and user adoption best practices.

Responsibilities

Serve as a trusted technology advisor to an assigned portfolio of clients.
Develop a deep understanding of client business processes, operational models, and strategic objectives.
Conduct discovery sessions to identify workflow challenges, technology gaps, and opportunities for improvement.
Recommend platform capabilities, operational best practices, and technology solutions that drive efficiency and business outcomes.
Partner with Client Advocates, Relationship Managers, and Implementation teams to deliver consultative guidance throughout the client lifecycle.
Guide clients in maximizing the value of the Black Diamond platform and related solutions.
Act as a subject matter expert on platform functionality, integrations, workflows, and emerging capabilities.
Help clients evaluate and adopt new product features, digital workflows, AI-enabled experiences, and MCP capabilities within the platform.
Deliver demonstrations, training sessions, best-practice recommendations, and educational workshops.
Monitor client adoption and utilization trends and proactively identify opportunities for improvement.
Analyze client workflows and operational processes to identify opportunities for standardization, simplification, and optimization.
Recommend solutions that improve productivity, scalability, and user experience.
Document current-state and future-state processes and help clients execute improvement initiatives.
Establish success metrics and measure the impact of technology and process improvements.
Conduct regular business reviews and strategic touchpoints with clients.
Proactively identify risks, challenges, or adoption barriers and develop action plans to address them.
Serve as an advocate for client needs by collaborating with internal teams to drive resolution and continuous improvement.
Identify opportunities to expand client utilization of Black Diamond solutions in partnership with Relationship Management and Sales teams.
Partner with Product, Operations, Engineering, Implementation, and Client Service teams to solve client challenges and improve outcomes.
Provide client feedback and market insights to influence product enhancements and future capabilities.
Support pilot programs, technology rollouts, and adoption initiatives.
Contribute to the development of best practices, playbooks, and client-facing resources.