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Implementation Consultant

Role overview

Summary

This role focuses on the implementation and adoption of the Black Diamond Wealth Platform, ensuring client satisfaction through effective project management. You will engage with clients to understand their needs and provide tailored solutions, working within SS&C's framework of technology and industry expertise.

Qualifications

  • 2-3 years of client facing experience in Software, Financial Services, or Financial Technology.
  • A blend of investment management and technical experience.
  • Experience in Project Management.
  • Proficient with Microsoft Office, including Excel.
  • Bachelor’s Degree.

Responsibilities

  • Manage complex projects to ensure successful onboarding to the Black Diamond Wealth Platform
  • Collaborate with Black Diamond’s Onboarding Teams
  • Develop client workflows based on individual system needs
  • Design and deliver training to clients on the Wealth Platform

Key facts

Hard skills

Other skills

  • Technical Acumen
  • Microsoft Office
  • Microsoft Excel
  • Collaboration
  • Adaptability
  • Innovation
  • Trustworthiness

About the company

Blue Prism logo

Blue Prism

  • Software / SaaS
  • XLarge
  • 10,001+
Blue Prism is the global leader in intelligent automation, transforming the way work is done. At Blue Prism, we have users in over 150 countries in more than 1,800 businesses, including Fortune 500 and public sector organizations, that are creating value with new ways of working, unlocking efficiencies, and returning millions of hours of work back into their businesses. Our intelligent digital workforce is smart, secure, scalable and accessible to all; freeing up humans to re-imagine work.

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Job description

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.


Job Description


Implementation Consultant

Locations: Remote_OH

About the Role:   


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.


Why Join SS&C


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.


How You Will Make an Impact 

  • 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

Required Experience   

  • 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
  • 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.

Join SS&C, where innovation meets global opportunities. Click here to apply.


#CA-AL

#LI-AL


Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.


SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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