SS&C Technologies · 4 months ago
Director, Implementation and Onboarding
Boston, MA
Full-time
Hybrid
Director/ExecutiveSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking a Director of Implementation and Onboarding to lead client implementations, ensuring successful delivery and maintaining relationships with clients while driving the rollout of SS&C's Singularity solution.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
Successfully implement the investment accounting platforms to support operations and accounting for asset managers, insurance companies, pension funds, hedge funds and REIT clients
Draft and manage implementation project plans and budgets coordinating with client project managers and internal stakeholders
Maintain relationships with various clients, including leading operations reviews, implementations processes, process improvements, project management functions and vendor review meetings
Ensure monthly and quarterly deliverables are delivered timely and accurately to clients, including transaction processing, accounting reconciliations, general ledger, profit and loss, compliance and performance reporting
Perform business analysis, new requirements, workflow, and operational reviews serving as a single point-of-contact between client and SS&C teams (e.g. product, development, operations, outsourcing)
Articulate product capabilities and guide the Client in best practices for use of SS&C’s solutions
Identify product customization, enhancements, process changes and/or workarounds to meet Client requirements. Incorporate and account for any gap remediation's during project planning and delivery
Assist with researching complex account issues
Develop and implement consistent implementation processes and procedures for clients
Lead other project resources
Provide in-depth product, industry and best practices business consultancy
Be involved in all phases of implementation projects as well as a number of smaller client related projects and pre-sales opportunities
Provide the necessary skills to advise and consult within the investment management marketplace on best practice methodologies on how to utilize SS&C solutions
Be a reliable point of contact for all Client enquiries, issues and requests throughout a project or implementation. Perform and/or lead activities related to requirements analysis, business process analysis, product configuration, detailed project documentation, Client communication, issue resolution, testing, Client training/education and solutions deployment
Identify, research and resolve and/or engage others in the research and resolution of complex investment management related business issues
Manage and assist in the provision of Sales support - proof of concepts, workshop building, off the shelf demonstrations
Interact effectively with senior stakeholders, both internally and externally. Manage Client expectations, cultivate the Client relationship and ensure the timely completion of project milestones
Command respect for excellence, not only in areas of specific knowledge but also in all aspects of proposing, conducting and leading consultancy assignments
Define best practice implementation methodology for the Singularity solution, recommend and implement improvements to drive repeatability and efficient
Assist management with financial forecasting and reconciliation to forecast and budget
Qualification
Required
B.S. in Accounting, Finance or Economics, CPA or similar
Prior experience of software implementation and / or investment fund migration projects
Financial industry experience, specifically strong industry background knowledge within the Investment Accounting domain
Ideally qualified to a professional level with a globally recognised accounting qualification such as CPA, ACCA, CFA or a similar equivalent
Ideally broad knowledge of SS&C I&IM product range – ideally hands on experience implementing, supporting or developing SS&C I&IM products
Strong experience with Fixed Income products, Common Stock, Derivative products, including Options, Futures, Swaps, FX trades and Commercial Loans
Project management experience
Good general knowledge of current hardware and software technologies
Strong judgment, risk & issues management, and problem analysis techniques
Ability to troubleshoot details while maintaining the 'big picture' view
Ability to manage high pressure client situations and build trust with the clients
Ability to prioritize multiple simultaneous issues
Ability to present and communicate at a senior stakeholder level (internally & externally)
Ability to synthesize and communicate complex technical, product and business issues
Self-motivated, 'Find a way to get it done' attitude
Outstanding time management skills and attention to details
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!
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial
Founded in 1986
10001+ employees
H1B Sponsorship
SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
EVP, Chief Financial Officer
Recent News
Business Wire
2025-12-03
2025-11-25
Company data provided by crunchbase