Senior Implementation Consultant - Investment Management

SS&C Technologies•Boston, MA

1d•$120,000 - $160,000•Hybrid

About The Position

SS&C is seeking a Senior Implementation Consultant for its Investment Management (IM) Implementations team, focusing on the front-office components of the Genesis Platform, specifically Eze OMS and Genesis Portfolio Management. The role requires an organized individual adept at coordinating with internal and external stakeholders, communicating with project managers, and consulting on solutions tailored to client business use cases. This position is ideal for someone who enjoys working with financial technology, acting as a product expert within a collaborative team environment. Implementation Consultants are integral to SS&C's implementation projects, from post-sales design to client requirement delivery. Collaboration is key to understanding onboarding requirements and ensuring successful implementation, ultimately driving client satisfaction. The role involves creating effective, scalable, and supportable configurations through testing and analysis of workflows based on initial requirements. The individual will contribute to developing and applying best practices to enhance team effectiveness.

Requirements

Bachelor’s degree required
5+ years of professional experience in either a financial services or technology onboarding role preferred
Demonstrated project management and organizational skills; must have the ability to prioritize and manage multiple projects effectively in a fast-paced environment
Must have analytical thinking and problem-solving abilities
Effective communication skills to set internal and external expectations
Usage of AI tools for process automation and productivity enhancement
Working knowledge of relational databases, Windows server environments and experience learning new technical tools.

Responsibilities

Partner with Sales and Implementation Architects to understand client workflows and define Order Management and Portfolio Management requirements
Own the configuration and testing of front-office solutions, with a focus on core Order Management, Portfolio Management, and related integrations
Manage functional delivery across multiple concurrent client implementations
Collaborate with team members across all aspects of Genesis Platform implementations, from documenting business requirements to defining system configurations and integration requirements, while providing backup coverage as needed
Configure client workflows based on approved functional requirements and implementation best practices
Coordinate user acceptance testing, track readiness, and resolve issues affecting delivery
Lead OMS and Portfolio Management training for Portfolio Managers, Traders, Operations teams, and other user groups
Coordinate with clients, third parties, Project Managers, and specialist teams, including FIX, API, and Compliance
Communicate functional status, risks, dependencies, and required decisions to relevant stakeholders
Support onsite and remote go-live events, triage post-launch issues, and prepare clients for transition to ongoing support
Document client configurations, workflows, and customizations to support effective knowledge transfer
Use AI and automation tools responsibly to reduce manual effort, improve implementation workflows, and accelerate delivery
Build investment management expertise through engagement with asset managers, RIAs, wealth managers, and pension funds