Implementation Consultant
About The Position
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. 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.
Requirements
- A blend of investment management and technical experience is a must for the job
- 2-3 years of client facing experience in Software, Financial Services, or Financial Technology
- A demonstrated focus on the holistic client experience and client satisfaction
- Ability to learn quickly and adapt to changing technology
- Experience in Project Management
- Proficient with Microsoft Office, including Excel
- Self-directed, must be able to work independently
- Bachelor’s Degree
Nice To Haves
- Most importantly, the ideal candidate will have the ability to demonstrate our core values in all aspects of the position: Ownership. Excellence. Thoughtful. Fun. Innovative. Collaborate. Trust.
Responsibilities
- 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 managing 12-15 Implementation projects concurrently
Benefits
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
