About The Position

SS&C Wealth & Investment Technologies is a leading provider of award-winning technology and services for the investment management industry worldwide. Our 5000+ clients across 50+ countries include asset managers, wealth managers, family offices, alternative investment managers, fund administrators, brokers, banks, and insurance. Our solutions streamline their processes for portfolio management, trading and order management, compliance, accounting, performance analytics, reporting and more. This role will lead the onboarding and implementation of investment manager clients onto the SS&C Eclipse platform.

Requirements

  • Minimum 2+ years of experience in Financial Services or Investment Technology, particularly in Trading, Operations, or Accounting.
  • Strong background in system implementation and configuration for accounting or trading platforms.
  • Proven ability to manage client relationships, expectations, and project timelines effectively.
  • Excellent verbal and written communication skills, especially in conveying technical concepts to non-technical audiences.
  • Experience collaborating with Product and Development teams to influence product enhancements.
  • Understanding of account and relationship management best practices.

Responsibilities

  • Lead the onboarding and implementation of investment manager clients onto the SS&C Eclipse platform.
  • Coordinate and run client meetings, serving as the primary point of contact throughout the onboarding process.
  • Collaborate closely with internal teams (Development, Product Management, Client Services) to ensure successful implementation and client satisfaction.
  • Interact regularly with 3rd party vendors and internal stakeholders to streamline project execution.
  • Advocate for platform enhancements to meet evolving client needs and support scalability.
  • Oversee the end-to-end migration of client data and workflows onto a new accounting engine, ensuring accuracy, completeness, and minimal disruption to operations.

Benefits

  • 401k Matching Program
  • Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off
  • Sick Leave
  • Paid Holidays
  • Medical
  • Dental
  • Vision
  • Employee Assistance Program
  • Parental Leave
  • Discounts on fitness clubs
  • Discounts on travel
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