Client Consultant

SS&C•Jacksonville, FL

About The Position

SS&C Advent is seeking a Client Consultant to join its Black Diamond Service Team. The role supports clients using the Black Diamond Wealth Platform and serves as a trusted technology advisor for an assigned client portfolio. The consultant learns clients’ business processes, operational models, and strategic objectives; identifies workflow challenges and technology gaps; and recommends platform capabilities and solutions to improve efficiency and business outcomes. The role guides clients in adopting and optimizing the Black Diamond platform and related solutions, including integrations, workflows, new features, digital workflows, and AI-enabled capabilities. It includes delivering demonstrations, training, workshops, best-practice guidance, and business reviews; monitoring client adoption; analyzing and documenting processes; setting success metrics; and identifying and addressing risks or barriers. The consultant collaborates with client-facing and internal teams to resolve client needs, improve outcomes, inform product enhancements, support rollouts and pilots, and develop best practices and client resources.

Requirements

Bachelor’s degree in Business, Finance, Information Systems, Computer Science, or a related field, or equivalent experience.
At least 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 ability to align technology solutions with client objectives.
Excellent communication, presentation, and facilitation skills, including explaining complex technical concepts to technical and non-technical audiences.
Demonstrated ability to build trusted client relationships 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 an 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 aligned with client goals.
Partner with Client Advocates, Relationship Managers, and Implementation teams to provide 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.
Deliver demonstrations, training sessions, best-practice recommendations, and educational workshops.
Monitor client adoption and utilization trends and identify opportunities for improvement.
Analyze client workflows and operational processes for opportunities to standardize, simplify, and optimize.
Recommend solutions to 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.
Identify client risks, challenges, and adoption barriers, and develop action plans to address them.
Advocate for client needs and collaborate with internal teams to drive resolution and continuous improvement.
Identify opportunities to expand client utilization of Black Diamond solutions 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 inform product enhancements and future capabilities.
Support pilot programs, technology rollouts, and adoption initiatives.
Contribute to best practices, playbooks, and client-facing resources.