Implementation Consultant

SS&C Technologies•Remote - Ohio, US, OH

2d•Remote

About The Position

SS&C is seeking an Implementation Consultant to support successful implementation and adoption of the Black Diamond Wealth Platform. This high-impact role involves extensive client interaction and project coordination. The posting identifies the role as remote in Ohio and also states that the position is based in Jacksonville, Florida. The consultant works with clients to understand their business models and system needs, develop tailored workflows, configure platform tools, and design and deliver client training. The role involves coordinating across Black Diamond onboarding teams and managing 12–15 implementation projects concurrently.

Requirements

A blend of investment management and technical experience.
2–3 years of client-facing experience in software, financial services, or financial technology.
Demonstrated focus on the holistic client experience and client satisfaction.
Ability to learn quickly and adapt to changing technology.
Experience in project management.
Proficiency with Microsoft Office, including Excel.
Ability to work independently and be self-directed.
Bachelor’s degree.
Ability to demonstrate the company’s core values: Ownership, Excellence, Thoughtful, Fun, Innovative, Collaborate, and Trust.

Responsibilities

Manage complex implementation projects involving multiple teams to support successful client onboarding to the Black Diamond Wealth Platform.
Collaborate across Black Diamond’s onboarding teams.
Understand clients’ business models and individual system needs, and develop workflows based on those needs.
Configure the platform’s tools to help financial advisors manage clients’ complete wealth picture.
Design and deliver training to clients on the Wealth Platform.
Manage 12–15 implementation projects concurrently.
Support client engagement and satisfaction throughout implementation.