Implementation Specialist

3 days ago


Jacksonville, Florida, United States SS&C Technologies Full time
About the Role

SS&C Technologies is seeking a highly skilled Implementation Consultant to join our team. As an Implementation Consultant, you will play a critical role in ensuring the successful onboarding of clients to our Black Diamond Wealth Platform.

Key Responsibilities
  • Client Engagement: Manage complex projects involving multiple teams to ensure clients are engaged and satisfied.
  • Project Management: Collaborate with Black Diamond's Onboarding Teams to efficiently manage 12-15 Implementation projects concurrently.
  • Client Workflow Development: Spend time getting to know client's business model and individual system needs, and develop client workflows based on those needs.
  • Platform Configuration: Configure our purposeful suite of tools to allow financial advisors to manage their client's complete wealth picture.
  • Training and Support: Design and deliver training to clients on our comprehensive Wealth Platform.
Requirements
  • Experience: 2-3 years of client-facing experience in Software, Financial Services, or Financial Technology.
  • Skills: A blend of investment management and technical experience, proficiency in Microsoft Office, including Excel, and experience in Project Management.
  • Personal Qualities: Self-directed, ability to learn quickly and adapt to changing technology, and a demonstrated focus on the holistic client experience and client satisfaction.
About SS&C Technologies

SS&C Technologies is a global provider of investment and financial services and software for the financial services and healthcare industries. We are committed to delivering innovative solutions that meet the evolving needs of our clients.



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