Description
SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Implementation Consultant – Wealth & Portfolio Management Platform
Locations: Nordics | Hybrid
Get To Know Us:SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few.
We are looking for an experienced Implementation Consultant to join our Professional Services team. In this role you will work directly with investment banks, wealth managers and advisory / discretionary portfolio management firms across the Nordics region to implement and configure our web-based client and advisor portal platform.
You will be the bridge between our clients' business requirements and our product's rich configuration capabilities – ensuring that each implementation is aligned to the client's operating model, delivered to a high standard, and successfully handed over through UAT and go-live.
Why You Will Love It Here!- Flexibility: Hybrid Work Model
- Your Future: Professional Development Reimbursement including access to SS&C University
- Work/Life Balance: Competitive holiday scheme
- Your Wellbeing: Competitive benefits designed to support the wellbeing of our staff
- Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
- Training: Hands-On, Team-Customised throughout your career
- Participate in post-sales requirement discussions with client stakeholders including front-office advisors, portfolio managers, operations and IT teams. Conduct gap analysis between client business requirements and existing product features; document findings in functional specification documents.
- Clearly articulate how platform features (advisor portal, investor portal, performance reporting, risk profiling, client onboarding) map to the client's workflows.
- Configure the application to meet agreed business requirements using both front-end configuration tools and back-end SQL-based configuration scripts. Coordinate with the Custom Engineering team to scope, specify and deliver any customisation requirements that go beyond standard configuration.
- Manage and track delivery of all implementation components within agreed project timelines. Work with the internal QA team to validate all configurations and customisations against documented requirements before client handover.
- Lead and support clients through their User Acceptance Testing (UAT) phase; manage issue logs, track resolution, and obtain sign-off.
- Prepare user manuals, configuration documentation, and training materials; deliver end-user training sessions. Provide transitional post-go-live support and handover to the support team.
- Build and maintain strong working relationships with client project teams and senior stakeholders across Nordics. Collaborate with internal product, QA, and custom engineering teams to resolve issues and continuously improve delivery quality. Contribute to internal knowledge base with reusable configuration templates and lessons learned.
- Strong understanding of investment banking and wealth management business models, specifically:Advisory and Discretionary Portfolio Management workflowsPortfolio performance reporting and attributionClient onboarding and risk profiling / suitability assessmentInvestor and advisor portal use casesInstrument types: Equities, Fixed Income, FX, Funds (UCITS / non-UCITS), DerivativesFamiliarity with Nordic and EMEA regulatory context (e.g. MiFID II suitability, reporting obligations) is an advantage.
- 3+ years of experience in one or more of the following:Functional or techno-functional consulting on financial software implementationsBusiness analysis or product configuration in a wealth / portfolio management platformClient-facing roles within investment banking operations, private banking, or asset managementDemonstrable experience gathering, documenting, and managing functional requirements.Experience working on UAT cycles and go-live delivery with client teams.Proficient in one of the Nordic languages.
- Technical Skills:Basic to intermediate SQL knowledge – ability to read, write and modify SQL scripts used for back-end configuration (MS SQL Server). Not a developer role; scripting for configuration purposes only.Familiarity with web application concepts (IIS-hosted ASP.NET applications) and REST API integrations at a functional level.Proficiency in producing clear documentation: functional specifications, configuration notes, UAT test scripts, user manuals.Comfortable using modern productivity and collaboration tools.
- Education:Bachelor's degree (or equivalent) in Finance, Commerce, Business, Computer Science, Engineering, or a related field.Postgraduate qualifications or professional certifications (CFA, CISI, or equivalent) in finance or technology are a plus.
- Preferred / Nice to Have:Prior hands-on experience with wealth or portfolio management platforms (e.g. SS&C Advent, Temenos WealthSuite, Objectway, InvestCloud, Avaloq, Profile, FNZ or similar).Prior experience in pre-sales process.Experience with digital client or advisor portal implementations.Understanding of IIS deployment and application server environments.Knowledge of MiFID II, GDPR, or FATCA compliance requirements in an operational context.
- Soft Skills & Attributes:Excellent verbal and written communication skills – able to translate complex technical configurations into clear business language for client stakeholders.Strong analytical and problem-solving ability with high attention to detail.Comfortable managing multiple workstreams and client engagements concurrently.Self-starter with the ability to work independently and in cross-functional teams.Willingness to travel within EMEA based on project requirements.
We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.
Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.
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.
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.
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