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SS&C Technologies · 16 hours ago

Consultant

SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking a Client Engagement Consultant to lead project execution for existing clients on the SS&C Eze OMS Platform and support new fund launches through system setup and testing.

Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
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H1B Sponsor Likelynote

Responsibilities

Lead project execution efforts for existing clients on the SS&C Eze OMS Platform
Support new fund launches through system setup, testing, and go-live execution
Implement OMS workflows such as trade modeling/rebalancing, trade allocation methodology, APIs, mobile applications, and commission and fee schedules
Build and maintain SQL-based trading, operations, and compliance reports
Configure and support third-party file ETL (Extract, Transform, Load) integrations with custodians, prime brokers, fund administrators, and accounting systems
Optimize application views, permissions, and trading workflows to improve user experience and efficiency
Partner closely with Product, Client Solutions, and Client Success on enhancements and issue remediation

Qualification

SQLOMS PlatformSSRSFIXSalesforcePowerBIConfluenceJIRA

Required

Minimally requires a Master's degree
Bachelor's degree and 2 years of related experience
High school degree and 4 years of related experience

Preferred

Experience with SQL
Experience with SSRS
Experience with FIX
Experience with Salesforce
Experience with PowerBI
Experience with Confluence/JIRA

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

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SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial

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 Company
Total Funding
$750M
2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO

Leadership Team

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Anthony Caiafa
Global CTO / CIO
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Brian Schell
EVP, Chief Financial Officer
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Company data provided by crunchbase