Senior Implementation Consultant - Investment Management

About the Role

SS&C is seeking a Senior Implementation Consultant to join the Investment Management (IM) Implementations team, focusing on front-office components of the Genesis Platform, including Eze OMS and Genesis Portfolio Management. This role involves coordinating with internal/external stakeholders, communicating with project managers, and consulting on solutions to meet clients' business needs.

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, focusing on core Order Management, Portfolio Management, and related integrations.
• Manage functional delivery across multiple concurrent client implementations.
• Collaborate with team members on all aspects of Genesis Platform implementations, from documenting business requirements to defining system configurations and integration requirements.
• 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 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.

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, with the ability to prioritize and manage multiple projects in a fast-paced environment.
• Analytical thinking and problem-solving abilities.
• Effective communication skills to set internal and external expectations.
• Experience using AI tools for process automation and productivity enhancement.
• Working knowledge of relational databases and Windows server environments.
• Ability to learn new technical tools.

Qualifications

• Bachelor’s degree.
• 5+ years of relevant experience in financial services or technology onboarding.

Skills

• Project management and organizational skills.
• Analytical thinking and problem-solving.
• Effective communication.
• AI and automation tool usage.
• Relational database and Windows server environment knowledge.

Benefits

• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement opportunity.
• Flexible work model and business casual dress code.
• Employee Assistance Program.
• Discounts on fitness clubs, travel, and more.

Pay

The expected base salary for this position is between $120,000 USD to $160,000 USD, varying by location (New York, California, Illinois, Massachusetts, and other states).

Schedule

Hybrid work model with flexibility.