How You Will Make an Impact
Client Technology Consulting
Serve as a trusted technology advisor to an assigned portfolio of clients.
Develop a deep understanding of client business processes, operational models, and strategic objectives.
Conduct discovery sessions to identify workflow challenges, technology gaps, and opportunities for improvement.
Recommend platform capabilities, operational best practices, and technology solutions that drive efficiency and business outcomes.
Partner with Client Advocates, Relationship Managers, and Implementation teams to deliver consultative guidance throughout the client lifecycle.
Platform Adoption & Optimization
Guide clients in maximizing the value of the Black Diamond platform and related solutions.
Act as a subject matter expert on platform functionality, integrations, workflows, and emerging capabilities.
Help clients evaluate and adopt new product features, digital workflows, AI-enabled experiences, and MCP capabilities within the platform.
Deliver demonstrations, training sessions, best-practice recommendations, and educational workshops.
Monitor client adoption and utilization trends and proactively identify opportunities for improvement.
Business Process Improvement
Analyze client workflows and operational processes to identify opportunities for standardization, simplification, and optimization.
Recommend solutions that improve productivity, scalability, and user experience.
Document current-state and future-state processes and help clients execute improvement initiatives.
Establish success metrics and measure the impact of technology and process improvements.
Client Partnership & Success
Conduct regular business reviews and strategic touchpoints with clients.
Proactively identify risks, challenges, or adoption barriers and develop action plans to address them.
Serve as an advocate for client needs by collaborating with internal teams to drive resolution and continuous improvement.
Identify opportunities to expand client utilization of Black Diamond solutions in partnership with Relationship Management and Sales teams.
Cross-Functional Collaboration
Partner with Product, Operations, Engineering, Implementation, and Client Service teams to solve client challenges and improve outcomes.
Provide client feedback and market insights to influence product enhancements and future capabilities.
Support pilot programs, technology rollouts, and adoption initiatives.
Contribute to the development of best practices, playbooks, and client-facing resources.
Required Experience
Bachelor's degree in Business, Finance, Information Systems, Computer Science, or a related field, or equivalent experience.
4+ years of experience in a client-facing consulting, technology consulting, client success, implementation, relationship management, or solutions-oriented role.
Experience working with technology platforms, SaaS solutions, fintech applications, or financial services software.
Strong understanding of business processes and the ability to align technology solutions to client objectives.
Excellent communication, presentation, and facilitation skills with the ability to explain complex technical concepts to both technical and non-technical audiences.
Demonstrated ability to build trusted relationships with clients and influence stakeholders.
Strong analytical, problem-solving, and critical-thinking skills.
Experience leading client discovery sessions, workflow discussions, and solution recommendations.
Ability to manage multiple priorities in a fast-paced environment.
Proficiency with Salesforce, Microsoft Office, and business productivity tools.
What Sets You Apart
Experience in wealth management, investment management, advisor technology, fintech, or financial services operations.
Experience supporting technology adoption, digital transformation, workflow optimization, or operational consulting initiatives.
Familiarity with AI-powered tools, intelligent workflow solutions, automation concepts, and emerging technology trends.
Experience helping clients adopt and leverage AI-enabled platform capabilities and modern digital experiences.
Understanding of API-driven ecosystems, integrations, MCP frameworks, or connected technology solutions.
Experience delivering client presentations, executive business reviews, and strategic recommendations.
Knowledge of change management and user adoption best practices.
Join SS&C, where innovation meets global opportunities. Click here to apply.
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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.
