Consultant, Geneva

SS&C Technologies • Jacksonville, FL

3d • $140,000 - $175,000

About The Position

SS&C Advent delivers financial technology solutions and services to financial services clients in asset management, wealth management, and alternative investments worldwide. The Consultant supports SS&C Advent’s Geneva enterprise portfolio accounting application, combining financial industry knowledge and technology skills to implement and upgrade Geneva. The role offers exposure to multiple client environments and to features introduced in Geneva releases.

The Consultant works with clients to understand business requirements, design and configure products, optimize workflows, and deliver implementation projects. Responsibilities include planning and carrying out data transitions, supporting go-live events, creating reports and conversion tools, and building system integration mappings. The position requires independent and collaborative work, flexibility to adapt to changing work hours, and travel of up to 50% of the time. Locations are listed as New York, New Jersey, and Florida, with remote or hybrid work.

Requirements

• Bachelor's or master's degree in a related field, such as finance or accounting.
• At least 9 years of client experience in the financial services industry.
• Solid working knowledge of asset management and client back-office workflows and operations.
• Familiarity with the general ledger.
• Working knowledge of Advent’s Geneva or expertise with similar applications.
• Strong troubleshooting and reasoning skills.
• Ability to manage time effectively and efficiently to maximize productivity.
• Ability to learn quickly and independently by gathering information from a variety of sources.
• Strong communication skills, including the ability to present information to technical and nontechnical audiences.
• Ability to be self-directed and work independently.
• Ability to travel up to 50% of the time.

Responsibilities

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

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k) plan with company match
• Paid time off
• Paid holidays
• Parental leave
• Professional development reimbursement opportunity
• Potential eligibility for discretionary annual bonus and/or equity awards, such as restricted stock units or stock options

What This Job Offers

• Job Type: Full-time
• Career Level: Senior