Implementation Consultant
At a glance
Mid-level Solutions & Sales Engineering role at SS&C. Remote, United States · full-time · no salary stated · we estimate $101,000–$167,500 across the United States.
SS&C has not published a salary for this role. The figure below is our estimate, not theirs.
remoteroles summary, based on the employer's posting.
What you'll do
- Guide clients through onboarding to the Black Diamond Wealth Platform, coordinating complex projects across multiple teams
- Learn each client's business model and system needs, then shape workflows around them
- Set up platform tools so financial advisors can manage clients' overall wealth picture
- Create and deliver client training on the Wealth Platform
- Run twelve to fifteen implementation projects at the same time
What you bring
- Two to three years in client-facing work in software, financial services or financial technology
- Experience spanning investment management and technical work, plus project management experience
- A bachelor's degree and working proficiency with Microsoft Office, including Excel
- You adapt quickly to changing technology and can work independently
Who this fits
This mid-level role suits someone who combines client-facing software or financial services experience with investment management and technical knowledge. It is remote in the United States, with the role description naming Remote, Ohio and Jacksonville, Florida.
From the employer
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
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.