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About the Role
SS&C Wealth & Investment Technologies is a leading provider of award-winning technology and services for the investment management industry worldwide. Our solutions streamline processes for portfolio management, trading and order management, compliance, accounting, performance analytics, reporting and more.
Responsibilities
- Lead the onboarding and implementation of investment manager clients onto the SS&C Eclipse platform.
- Coordinate and run client meetings, serving as the primary point of contact throughout the onboarding process.
- Collaborate closely with internal teams (Development, Product Management, Client Services) to ensure successful implementation and client satisfaction.
- Interact regularly with 3rd party vendors and internal stakeholders to streamline project execution.
- Advocate for platform enhancements to meet evolving client needs and support scalability.
- Oversee the end-to-end migration of client data and workflows onto a new accounting engine, ensuring accuracy, completeness, and minimal disruption to operations.
Requirements
- Minimum 2+ years of experience in Financial Services or Investment Technology, particularly in Trading, Operations, or Accounting.
- Strong background in system implementation and configuration for accounting or trading platforms.
- Proven ability to manage client relationships, expectations, and project timelines effectively.
- Excellent verbal and written communication skills, especially in conveying technical concepts to non-technical audiences.
- Experience collaborating with Product and Development teams to influence product enhancements.
- Understanding of account and relationship management best practices.
Location
- Boston, MA
- Chicago, IL
- NY, NY
Work Type
- Hybrid
Experience Level
- 2+ years
Salary/Compensations
- New York: The expected base salary for the position is between 80000 USD to 90000 USD.
- Illinois: The expected base salary for the position is between 80000 USD to 90000 USD.
- Massachusetts: The expected base salary for the position is between 80000 USD to 90000 USD.
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical
- Dental
- Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
About the Company
- 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.
Equal Opportunity
- 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.