Senior Implementation Consultant – Investment Management

SS&C Technologies

. Partner with Sales and Implementation Architects to understand client workflows and define Order Management and Portfolio Management requirements .

Posted 9/22/2026full-timeUnited StatesSenior💰 $120,000 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Order Management and Portfolio Management, with a strong focus on client workflow configuration, testing, and integration. Proven ability to manage multiple client implementations while effectively communicating with stakeholders and utilizing AI tools for process automation.

Highest-signal resume keywords

Order Management ConfigurationPortfolio Management ExpertiseProject Management SkillsAI Tools UsageRelational Database Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Order ManagementPortfolio ManagementConfiguration ManagementUser Acceptance TestingIntegration RequirementsAnalytical ThinkingProblem-SolvingProject ManagementWorkflow AutomationTechnical Tool Learning

Soft Skills

Effective CommunicationOrganizational SkillsPrioritizationCollaborationStakeholder Management

Tools & Technologies

AI ToolsWindows Server EnvironmentsFIX ProtocolAPI Integrations

Industry Keywords

Financial ServicesTechnology OnboardingClient ImplementationsInvestment ManagementAsset Management

About the role

Key responsibilities & impact

Partner with Sales and Implementation Architects to understand client workflows and define Order Management and Portfolio Management requirements
Own configuration and testing of front-office solutions, focusing on Order Management, Portfolio Management, and related integrations
Manage functional delivery across multiple concurrent client implementations
Collaborate across 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 delivery issues
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 stakeholders
Support onsite and remote go-live events, triage post-launch issues, and prepare clients for ongoing support
Document client configurations, workflows, and customizations for knowledge transfer
Use AI and automation tools responsibly to reduce manual effort, improve workflows, and accelerate delivery
Build investment management expertise through engagement with asset managers, RIAs, wealth managers, and pension funds

Requirements

What you’ll need

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
Ability to prioritize and manage multiple projects effectively in a fast-paced environment
Analytical thinking and problem-solving abilities
Effective communication skills to set internal and external expectations
Usage of AI tools for process automation and productivity enhancement
Working knowledge of relational databases
Working knowledge of Windows server environments
Experience learning new technical tools

Benefits

Comp & perks

Hybrid Work Model and Business Casual Dress Code, including jeans
401k Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical, Dental, Vision
Employee Assistance Program
Parental Leave
Hands-On, Team-Customized Training, including SS&C University
Discounts on fitness clubs, travel and more
Discretionary annual bonus eligibility
Equity awards eligibility, such as restricted stock units or stock options
401(k) plan with company match
Paid time off and holidays