This is not your typical FP&A role. At Mitek, FP&A sits at the center of capital allocation, performance management, and executive decision-making at a public software company. Our mandate is not just to report what happened, but to help leadership decide where to invest, where to pull back, and how to steer the business.
Most FP&A teams spend the bulk of their time on the “what,” and many do a decent job explaining the “why.” At Mitek, we view that as table stakes. We intentionally focus our time on the higher-value questions: so what does this mean for us, and now what should we do.
You'll join as a true player-coach. The role is hands-on. You will build models, run analysis, pressure-test assumptions, and prepare executive- and Board-level materials yourself. At the same time, you'll mentor analysts and guide the core FP&A cadence, including AOP, long-range planning, re-forecasting, and business partnering.
Success requires strong FP&A fundamentals, comfort operating in the details, and ownership of outcomes. You will help build, improve, and automate processes so leadership gets timely, decision-useful insight rather than static reporting.
This role is for someone who still enjoys the grind and thrives in the details, but is ready to zoom out. You should think like an investor and be comfortable connecting unit economics, drivers, and cash flow to clear recommendations that influence the company's next move.
About MitekMitek Systems (NASDAQ: MITK) is a global leader in digital identity verification and mobile deposit technology, helping businesses reduce fraud and meet regulatory requirements while delivering fast, secure digital transactions. Their AI-powered platform enables banks, fintechs, and enterprises to verify identities, authenticate documents, and streamline mobile check deposits with ease.What You'll Do (Essential Responsibilities)
Own processes across revenue, OpEx, and headcount.
Build and maintain driver-based forecasting models tied to business drivers.
Manage budgets, forecasts, and reporting in Adaptive (Workday) with accuracy and timeliness.
Develop Tableau dashboards that give leaders real-time, self-service visibility into performance and KPIs.
Deliver monthly, quarterly, and executive reporting packages that are accurate, visual, and decision-useful -- up to and including Board-level materials.
Partner with business leaders in R&D, sales, marketing, and other departments to identify trends, flag risks, and recommend actions that drive revenue and margin.
Contribute to long-range planning, scenario modeling, and forecast updates.
Support go-to-market (GTM) strategies with financial insights on pricing, payback, customer health, and ROI.
Apply a finance lens to resource allocation, efficiency, trade-offs, and growth strategy.
Mentor and guide analysts - reviewing models, strengthening analysis, and raising the quality bar.
Lead the monthly forecasting cadence and enforce planning timelines, coordinating inputs across the business to deliver consistent, consolidated outputs.
What You Need (Key Requirements)
Bachelor's degree in Finance, Accounting, Business, Economics, or related field.
Knowledge and experience typical of someone with ~7 years in FP&A or strategic finance, including mastery of the core FP&A cycle and some experience mentoring analysts or leading processes.
Direct FP&A experience at a public SaaS/software company -- you understand the metrics, operating cadence, and expectations of a listed technology business.
Ability and willingness to work east coast US hours.
Thrive working independently and remotely -- highly task-oriented, self-motivated, and outcome-driven.
Strong financial modeling skills -- built and owned driver-based, 3-statement models that guide real decisions.
Experience with core FP&A workflows: budgets, forecasts, headcount models, variance analysis, and compensation/OpEx modeling.
SaaS metrics expertise (ARR, CAC, payback, CLTV/LTV, churn) and ability to apply them in decision-making.
Comfortable working within public company reporting cycles, earnings prep, and investor-grade analysis.
Proven history of partnering successfully with operational teams (R&D, Sales, Marketing) on budgets and cost discipline.
Demonstrated ability to manage a small team or process -- setting deadlines, reviewing outputs, driving accountability.
Comfortable working with large datasets and translating them into actionable insights.
Hands-on experience with the “technological plumbing” of business -- finance, HR, CRM, and data systems that keep operations running including:
--EPM/FP&A tools (Adaptive [Workday] or equivalent)
--ERP (NetSuite or equivalent)
--CRM (Salesforce or equivalent)
--HRIS/payroll (Dayforce/Ceridian or equivalent)
--BI/dashboarding (Tableau or equivalent)
--Data warehouse (Snowflake or equivalent)
What Would be Nice (Preferred Skills)
Experience implementing or designing Adaptive (Workday) systems.
Advanced data science and automation skills -- e.g., PowerQuery to automate data combination and analysis, or lightweight ETL processes to streamline FP&A workflows.
Experience validating and cleaning complex, imperfect datasets.
Proven ability to improve forecasting accuracy, reporting speed, or decision-usefulness through automation or data visualization.
Ability to design audit-proof models that are easy to follow, maintain, and scale.
A great sense of humor -- if you can make the FP&A team laugh during quarter-end board deck prep, you'll fit right in.
Who Are You / What Sets You Apart
Keen attention to detail with superb technical and analytical skills.
Excellent collaboration and communication abilities; you simplify complexity and focus on what moves the needle.
An excellent financial modeler -- you build models that are fast, flexible, and accurate.
You don't just pull numbers -- you pressure-test assumptions, challenge inconsistencies, and drive toward outcomes.
You take ownership -- you manage your time and priorities well, don't wait to be asked, and raise your hand when something doesn't look right.
Comfortable in the gray -- quick to form a view, clear on trade-offs, and decisive under uncertainty.
Experienced across the FP&A cycle and ready to step into a player-coach role, balancing hands-on work with oversight.
Passionate about teaching and mentoring - you can take a team with passion and raw talent, identify new strengths, and channel it into excellence.
What Success Looks Like in Year One
You've expanded the team by hiring and onboarding an additional analyst, strengthening FP&A capacity.
You've built or upgraded forecasting models that executives actively use to steer key decisions.
You've commanded the trust and loyalty of senior executives -- seen as a partner whose judgment shapes company priorities.
You've led financial support for go-to-market reviews and calls, bringing data-driven clarity to pipeline, pricing, and ROI.
You've partnered with business unit leaders across R&D, Sales, and Marketing to improve decision-making and accountability.
You've identified at least one major business inefficiency and helped reallocate spend to higher-ROI areas.
You've helped the company say “no” to low-value projects and double down on the right ones - backing it up with data.
You've elevated FP&A processes -- planning, reporting, forecasting - to deliver more signal and less noise, while building credibility as a leader who mentors analysts, enforces process discipline, and raises the quality bar.
$89k-127k yearly est. Auto-Apply 60d+ ago
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Sales Development Representative (US Remote)
Mitek Systems 4.5
Remote Mitek Systems job
Mitek (NASDAQ: MITK) is a global leader in digital & biometric identity authentication, fraud prevention, and mobile deposit solutions. Our verified identity platform and advanced image capture solutions are built on the latest advancements in biometric recognition, artificial intelligence, computer vision and machine learning, and trusted by over 7,500 organizations worldwide. We are headquartered in San Diego, California, with operations in the United Kingdom, Spain, France, Mexico, and the Netherlands. Visit us at *********************
At Mitek, we believe that teams are more resilient, effective, and innovative when they benefit from a wide range of ideas, lived experiences, and perspectives. The strength of our organization is deeply rooted in the people who power it.
We know that a workforce reflecting the richness of our communities and customers helps us better serve their needs. These lived experiences influence our decisions, shape our products, services, and help us grow with intention. When it comes to talent, our goal is clear: to discover exceptional individuals and to ensure they discover us. We prioritize drive, skill, experience, and ambition in everything we do for our clients.
We are Virtual 1st! Whether you choose to work remotely from your home office or in-person from one of Mitek's offices, our practices, processes and tools are designed to enable your success. At Mitek, the Future of Work is about flexibility and preference wherever and whenever we are working.
We are seeking a dynamic and motivated Sales Development Representative (SDR) to join our team.
As an SDR, you will play a crucial role in driving our sales efforts by engaging with key decision makers, generating qualified leads, and supporting our account executives.
This position requires a proactive approach to outbound and inbound sales activities, as well as strong collaboration with cross-functional teams to refine messaging and improve outreach strategies.
What You Will Do (Essential Responsibilities)
* Outbound Responsibilities
* Engage key decision-makers at target accounts through creative, multi-touch cold outreach, leveraging all channels (cold calls, cold emails, LinkedIn).
* Use initiative to book qualified meetings for account executives that lead to substantial pipeline growth.
* Support account executives with strategic account mapping and devise actionable account penetration plans.
Inbound ResponsibilitiesAction warm leads and intent signals to create qualified pipeline and close won dollars. Conduct post-event follow-up to book qualified meetings and drive event ROI.
KPIs and MetricsConsistently meet and exceed KPIs. Support the business in building out bottom-line benchmark metrics across key pipeline generating activities.
Cross-Functional CollaborationWork closely with Sales, Business Operations, and Marketing leadership to refine messaging and improve outreach strategies. Inform product roadmaps, marketing campaigns, and sales strategy by gathering customer feedback and conveying market needs.
What You Need (Required Knowledge, Skills & Abilities)
* 1-2 years outbound sales experience as a Sales Development Representative in the technology/SaaS space.
* Experience prospecting into Enterprise accounts.
* Demonstrable experience achieving and exceeding targets (KPIs).
* Experience using Salesforce CRM and its ecosystem of other tools.
* Experience using prospecting tools such as: LinkedIn Sales Navigator, ZoomInfo, etc.
* Confidence making cold calls and handling objections.
What Would Be Nice (Preferred Experience & Abilities)
* Working knowledge of the Finance/Fraud/Cybersecurity industry.
What We Offer
* Be part and contribute to Mitek's great culture and good working atmosphere.
* Competitive salary, sales bonus and comprehensive benefits package.
* Remote work in the US.
* Be part of a Nasdaq-listed, high-growth company with cutting-edge technology that provides Digital Safety and Fraud Prevention to many companies with millions of users worldwide.
* Ongoing learning opportunities to level up your knowledge and take your career further.
$65,000 - $80,000 a year
Please note that the compensation listed is not inclusive of sales bonus (eligible for up to 35%).
We are proud to offer competitive salary ranges aligned to industry standards. Please note that our ranges are representative and individual compensation specifics may vary based upon experience level, professional competencies and geographic differentials.
We take pride in enabling career growth in an environment of innovation and teamwork. Our commitment to all Mitekians is to do meaningful work that matters. Our culture is defined by delivering our best to our customers by providing high value solutions and impactful outcomes, by continuously challenging convention, and by caring for each other through collaboration and celebrating our successes. We are committed to creating competitive, equitable compensation & benefits programs and career development opportunities.
Benefit offerings - may vary based on geographic location
Wellness: Universal, supplemental, and private healthcare plan choices based on country specifics
Financial future: retirement/pension plan contributions, MTK stock plan participation
Income protection: life event & disability coverage
Paid time off: generous annual leave, company holidays, volunteer time off
Learning: e-learning license, tuition reimbursement, hackathons
Home office setup allowance
Additional/optional benefits: pet insurance, identity theft protection, legal assistance
We sincerely appreciate your interest in Mitek. We know your time is valuable and look forward to the potential of speaking with you further!
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$65k-80k yearly 7d ago
Event Coordinator
Intralinks 4.7
Remote job
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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
Job Functions
• Assist the Director of Events and Events Team with coordination of individual event elements and tasks as needed, from pre-event conception through post-event process for hosted events, industry/tradeshow sponsorships, and in-office events.
• Draft social posts and website copy for assigned events.
• Create events and event landing pages in Cvent.
• Collaborate with Marketing Operations team to support event-related email marketing efforts, invitee list management, and contract tracking.
• Assist with external and internal pre- and post-event communications, including proofreading event materials.
• Coordinate F&B arrangements, event supplies, shipping, signage, room setups, A/V, printing, and timeline tracking where applicable for assigned events.
• Handle registration management for assigned events, including internal registration updates, manual registration confirmations when needed, etc.
• Schedule pre- and post-event meetings with event stakeholders.
• Assist in monitoring event inventory.
• Perform venue research and accurately forecast event costs.
• Assist with payment processing.
• Collaborate and coordinate with cross-functional and international teams, including Sales, Client Service, Influencer/Partner Marketing, Solutions Marketing, Brand Marketing, and Legal.
• Assist with a variety of administrative and operational tasks needed to execute events as assigned.
• Assist with onsite event management as needed/travel to events, which may require work outside of standard business hours (approx. once per quarter).
Qualifications
• Bachelor's degree
• 1-2 years of experience in an event coordination role
• Strong attention to detail and collaboration skills
• Excellent written, verbal, and interpersonal communication skills
• Strong time-management and project management skills, with the ability to manage multiple events/projects at once in a fast-paced and sometimes reactionary environment
• Ability to manage both strategic and tactical tasks, with willingness to handle a mix of detailed and administrative work
• Proven ability to effectively self-start, act resourcefully, and meet deadlines
• Comfortable with learning new technology
• Proficient in Outlook, Excel, and PowerPoint. Experience with Cvent, Salesforce, or similar technologies a plus
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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.
$45k-59k yearly est. Auto-Apply 5d ago
Investor Services Representative I (Retirement Services Contact Center)
Intralinks 4.7
Remote job
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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
Investor Services Representative I
Locations: Hybrid | Braintree, MA
Remote: Georgia, Florida, Kansas, Missouri, North Carolina, South Carolina, Tennessee, Texas, Virginia
Work Schedules: Operational hours are between 8am to 9pm EST with 8 hour shifts assigned within operational hours. A 10% shift differential is applied for those working shifts between 11am and 9pm EST.
Get To Know Us:
SS&C Technologies is a premier provider of retirement planning and financial services, dedicated to helping individuals secure their financial future. We are seeking highly skilled Investor Services Representatives with expertise in contact center operations. This position demands versatility and excellence in processing correspondence, inbound/outbound calls, case items in the AWD system, and delivering top-tier customer service.
Why You Will Love It Here!
Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
Evaluate, verify, and process service requests from plan participants, employers, recordkeepers, third-party administrators, financial advisors, and financial institutions.
Thoroughly review incoming requests from diverse sources-including inbound and outbound calls, email, facsimile, chat, and mail-to accurately determine intent and appropriate action.
Process retirement plan transactions (401(k), 403(b), 457(b), and defined contribution plans), ensuring accuracy and compliance with internal procedures and industry regulations.
Maintain and update participant records with precision, emphasizing the importance of data integrity and regulatory compliance.
Communicate with clients via chat, phone, and email to resolve routine and complex service issues in a timely and professional manner.
Compose and respond to customer correspondence with a high degree of clarity and quality, consistently meeting productivity and quality standards.
Collaborate cross-functionally with other departments to troubleshoot and resolve service or processing issues.
Participate in ongoing cross-training to expand skill sets and support broader operational needs with intermediate-level expertise.
What You Will Bring:
Exceptional communication skills, encompassing both verbal and written communication.
Proficiency in computer navigation and typing, with a minimum typing speed of 40 words per minute and a high degree of accuracy.
Comprehensive knowledge of retirement plans and account details preferred.
Strong organizational skills with the ability to prioritize tasks and consistently meet established deadlines.
Proficiency in research, analytical thinking, and problem resolution.
An unwavering commitment to precision and attention to detail.
Minimally requires a high school degree and 1 year of related experience for level I representatives.
2 years of related experience for level II representatives.
Required Minimum Workspace and Internet Specifications:
High speed internet
Dedicated quiet workspace in your home to attend training and work without distraction, background noise and/or interruption.
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: ************************
#LI-Remote
#LI-JW3
#LI-JS1
#CA-JW
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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.
$30k-38k yearly est. Auto-Apply 32d ago
Business Systems Analyst
Intralinks 4.7
Remote job
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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
The Business Systems Analysis Professional 2 formulates and defines systems and objectives based on both user needs and a good understanding of applicable business systems and industry requirements. Understands department, segment, and organizational strategy and operating objectives, including their linkages to related areas. Makes decisions regarding own work methods, occasionally in ambiguous situations, and requires minimal direction and receives guidance where needed.
This role will support the implementation and migration of Rework processes to the DomaniRx platform, which is the new pharmacy claims processing platform for SS&C Health. A successful candidate will have a strong understanding of pharmacy claims and SS&C claims processing, as well as experience with defect tracking and resolution. This role will work closely with various business partners to collaborate on best solutions for Rework and its business partners as it expands to DomaniRx and will be responsible for validating test cases and ensuring a smooth transition to the new platform. Assist in management of current customer processes, as well as develop future enhancements for a global customer Rework solution within DomaniRx. Responsibilities can also include working with other DomaniRX workstreams including Pre-Adjudication to ensure a successful implementation.
Key Responsibilities:
Collaborate with business partners to implement and migrate to the DomaniRx platform
Utilize knowledge of pharmacy claims and claims processing at SS&C to identify and resolve defects and issues
Track and resolve defects using defect tracking tools and methodologies
Develop and validate test cases to ensure successful migration to DomaniRx
Work with business partners to design and implement Rework solutions on the DomaniRx platform
Attend project calls and meetings to represent Rework and provide input on implementation and migration plans
Utilize basic understanding of SQL or comparable tool, and data management to validate test cases and ensure data integrity
Provide support and guidance to team members on processes and procedures on the DomaniRx platform
Identify and implement process improvements to increase Rework efficiency and productivity
Requirements:
2+ years of experience in pharmacy claims and claims processing at SS&C
Strong understanding of Rework Operations and its role in the claims processing cycle
Experience with defect tracking and resolution using tools such as Jira and QTest
Basic understanding of SQL or comparable tool, and data management principles
Excellent communication and collaboration skills, with ability to work effectively with business partners and team members
Strong analytical and problem-solving skills, with ability to identify and resolve complex issues
Ability to work in a fast-paced environment and adapt to changing priorities and deadlines
Preferred Qualifications:
Experience with the DomaniRx platform or similar pharmacy claims processing systems
Advanced understanding of SQL or comparable tool, and data management principles
Experience with data analysis and reporting tools such as Microsoft PowerBI
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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.
Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.Jersey City, NJ: Salary range for the position: 60,000 USD to 75,500 USD. NY: Salary range for the position: 60,000 USD to 75,500 USD. Colorado: Salary range for the position: 60,000 USD to 75,500 USD.
$84k-119k yearly est. Auto-Apply 35d ago
PA-RM-Q4-R001 Principal Client Relationship Executive
Intralinks 4.7
Remote job
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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
Principal Client Relationship Executive
Location: New York, NY | Hybrid or Remote
Get To Know The Team:
As a Principal Client Relationship Executive within US Global and Investor Distributions Solutions, you will build and maintain effective long-term relationships and a high level of satisfaction with key senior-level decision makers and influencers for an assigned group of customer accounts with our US mutual funds, Brokerage, and or retirement client population. In this role, you will identify, develop and create demand for the organization's products and services by raising their profile with customers. Ideally, you will expand and grow the relationships by increasing product and service offerings as well as conducting regular status and strategy meetings with the customer's senior management to understand their needs in order to link them to the organization's product/service strategies. You will do this by working with a highly confident team dedicated to providing exceptional support to our clients and prospects.
Why You Will Love It Here!
Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
Accountable for strategic client relationship management, client account planning, managing client expectations, developing client solutions, and ensuring that the work performed meets or exceeds contract and service level obligations.
Negotiate contracts and schedules on behalf of SS&C and grow the revenue attained across their client portfolio.
Facilitate teams assembled to address a client's business need and ensure that the recommended solutions are successfully implemented.
Meet with executives and upper management at client organizations to understand the client's business strategies and share this information with key executives in our organization.
Collaborate with clients to identify areas to improve a client's business or introduce an SS&C solution that aligns with and improves the client's ability to achieve their strategic objectives.
Coordinate with Corporate FP&A team to provide analytical support and explanations for quarterly results, budgets, and forecasts.
Develop and deliver complex business presentations to senior leadership internally and externally.
Proactively participate in modeling and due diligence in support of business strategy, partnerships, and acquisitions.
Partner with the business in any pricing or product design changes and/or decisions.
Manage designated client strategic partner relationships with SS&C.
Partner with sales and marketing leadership to align on strategies, renewal forecasting, coverage plans, and account risk and opportunities.
What You Will Bring:
Proven track record in client relationship management, service delivery and/or sales of technology products and services.
Comprehensive and current knowledge of financial industry trends.
Superior knowledge of products, services, functions and principles in the Financial Services field, including but not limited to mutual funds, retirement, asset management, alternatives, brokerage, and customer service.
Superior negotiation and presentation skills in both internal and external settings at the senior executive level.
Masterful organizational, communication, and leadership skills, demonstrated by previous professional success.
Strong contract management and negotiation skills with a high close rate.
Ability to foster and develop partnerships across the enterprise.
Ability to network, partner, and influence leaders in various parts of the organization to move the business forward.
Ability to manage multiple high priority items at one time.
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 @ ************************
#LI-AD2
#LI-Hybrid
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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.
$104k-190k yearly est. Auto-Apply 31d ago
Account Executive - Investment Banks
Intralinks 4.7
Remote job
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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
Account Executive - Investment Banks Sales
Locations: Remote Washington DC
Get To Know The Team:
SS&C Intralinks is the pioneer and industry leader of the virtual data room, used to facilitate strategic transactions across the globe.
SS&C Intralinks is the premier software in the capital markets, M&A, and alternative investments markets, partnering with leading investment banks, corporates, and funds to facilitate the largest business transactions in the industry!
The Banks sales organization is responsible for building and maintaining the Intralinks value proposition within the Investment Banking community.
This is a fast-paced team with a high volume of transactional business and strategic opportunities in established accounts.
Why You Will Love It Here!
Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
Build relationships with investment bankers through prospecting within existing accounts.
Leverage Solution Selling techniques to drive the sales process and close opportunities.
Develop sales strategy and account plans, leveraging data, to gain greater market share.
Proactively research M&A and customer industry trends with the intent of providing value-added customers insights.
Deliver unique Intralinks value propositions to customers through a variety of channels including field, phone meetings, and virtually.
Build and maintain strong sales pipeline and forecast.
Lead cross functional teams including Customer Success, Customer Support, Marketing, Engineering, Legal, and Sales Operations.
Meet or exceed set Key Performance Indicators (KPIs).
Identify the need for, and collect, information to better understand client issues and problems.
What You Will Bring:
2-4 years of quota carrying field sales experience.
Prior experience in one or more of the following industries: Investment Banking, Private Equity, Financial Services and Technology Sales.
Demonstrated mastery of Sales Process.
Track record of exceeding sales activity metrics.
Experience with sales technologies like Gong, Salesloft, etc.
Experience selling AI-enabled software a plus.
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: ************************
#LI-JP1
#LI-Hybrid
#LI-Intralinks
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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.
$64k-105k yearly est. Auto-Apply 29d ago
Site Reliability Engineer
Intralinks 4.7
Remote job
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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
Site Reliability Engineer (SRE)
SS&C Technologies
Locations: Remote FL, TX, GA, NC, AZ, TN
About SS&C Technologies
SS&C Technologies is a global investment and financial services software provider for the economic and healthcare industries. Named to the Fortune 1000 list as the top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has over 28,000 employees in more than 100 offices across 35 countries. Approximately 18,000 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.
About the Role:
The Site Reliability Engineer (SRE) is responsible for leading technology teams to deliver scalable, resilient, and secure infrastructure platforms and services. This role empowers SS&C's global business units to innovate with confidence, accelerate application modernization, and effectively manage tech debt. It is key to establishing trust and improving collaboration between our product, engineering, and operations teams as we embed reliability, automation, and compliance into every product we develop and host.
This role reports into and is part of the Global Technology Infrastructure SRE team.
What You Will Get To Do:
Collaborate with Technology Infrastructure teams to build and operate reusable, cloud-native platforms that abstract complexity and accelerate delivery while incorporating reliability from design through operations.
Work with business units and technical teams to improve application availability, observability, and reliability as our business applications are migrated to the Private Cloud.
Enhance platform reliability through automatic problem detection, self-healing systems, and well-architected notification and escalation protocols.
Use SLOs, SLIs, and KPIs to guide prioritization, measure impact, and drive continuous improvement.
Eliminate toil using intelligent automation and agentic workflows.
Conduct blameless retrospectives and share learnings across the organization.
Foster a culture of ownership, positive thinking, and continuous learning while remaining grounded in practicality, experimentation, and engineering excellence.
Integrate DevSecOps, zero-trust principles, and policy-as-code into every pipeline.
Produce and promote Architecture Decision Records (ADRs) and Cloud Well-Architected Frameworks that our business units can adopt to improve our technology standardization.
Maintain 24x5 active coverage with seamless regional handoffs and weekend escalation protocols.
What You Will Bring:
5+ years of professional experience in a SRE role, with 3+ years in financial services or other regulated industries preferred.
Minimum Bachelor's degree in Computer Science, Engineering, or a related field.
Proven expertise in architecting, designing and operating private cloud environments (e.g., VMware, OpenStack, OpenShift Virtualization) and Kubernetes clusters from a micro to a global scale.
Hands-on experience with building, deploying, and operating infrastructure as code platforms, CI/CD pipelines, and observability platforms (e.g., Prometheus, Splunk).
Strong understanding of modern systems reliability standards and practices, including establishing KPIs, monitoring and reporting on SLAs and SLOs, and sorting through the noise to establish actionable insights.
Familiarity with various financial services regulatory frameworks and their impact on infrastructure design and operations.
Familiarity with structured naming conventions and asset management for global infrastructure.
Experience with financial-grade network segmentation, micro-segmentation, and zero-trust architecture.
Certifications such as TOGAF, AWS Certified Solutions Architect, VMware VCP, or Red Hat Certified Architect are a plus.
Familiarity with ISO 27001, NIST 800-53, and other security frameworks is a plus.
Our Expectations
Outstanding organization, project management skills, and attention to detail with a proven track record of effective decision-making and problem-solving.
Tenacious problem solver and continuous learner who can make routine decisions, solve complex problems, and readily adapt to new technologies in a fast-paced, complex, and demanding environment.
Powerful verbal and written communicator, able to articulate concepts and ideas, break through barriers, engage and encourage people, and work effectively with others under pressure.
Quickly establish credibility with multiple technical stakeholders, including executives, clients, product, engineering, systems, and cybersecurity teams.
Treat confidential information in a discreet and appropriate manner.
Uphold and adhere to our compliance and regulatory requirements.
Demonstrate a commitment to highly professional and ethical standards in a diverse workplace.
Flexibility to work non-traditional hours as needed, including nights, weekends, and local holidays.
Occasional work travel as needed (< 25%), including to US domestic and international locations, corporate offices, clients, and conferences.
Why You Will Love It Here!
Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at ************************
#LI-DS3
#LI-REMOTE
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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.
$96k-140k yearly est. Auto-Apply 24d ago
Retirement Plan Account Administrator - PA2025BPO-R-006
Intralinks 4.7
Remote job
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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
Retirement Plan Account Administrator, Command Center
Location: Florida | Remote
Get To Know Us:
SS&C Retirement Solutions Team. A full suite of solutions for core recordkeeping to help firms master complexities across the retirement lifecycle from accumulation to drawdown.
The Retirement Solutions Group is seeking experienced account administrator to join our rapidly growing Relationship Management Team. In this role, you will be the primary contact on an assigned “book of business” of small asset, complex and sensitive plan sponsors and brokers. Account administrators are the liaison between the plan sponsors and various internal groups.
Why You Will Love It Here!
Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
Serves as the primary contact and resource for plan sponsors, Third Party Administrators, broker/dealers, and other financial intermediaries regarding all retirement plan account administration aspects.
Coordinates various administrative tasks, fulfills requests from internal and external contacts, and researches and resolves plan issues as they arise.
Promotes customer satisfaction through effective service delivery and demonstrates a complete understanding of the plan sponsor and their plan, including the administration of the plan as well as the client's sensitivities, needs, and objectives concerning the plan.
Intermediate professional working on projects of moderate scope or varied tasks requiring resourcefulness, self-initiative, and significant independent judgment
Demonstrates a developing functional knowledge to evaluate the implications of issues and make solutions recommendations. Guides less experienced team members.
Develop and recommend improvements to workflows and procedures to increase efficiency and client satisfaction.
Assist in the collection, review and preparation of client information used for compliance testing and filings.
Communicate with Compliance Testing and Reporting specialists regarding testing and 5500 results or issues and is responsible for final review of each plan sponsor's compliance package.
Promote customer satisfaction through proactive and effective service delivery and ensure prompt and effective response to all plan sponsor inquiries.
What You Will Bring:
Bachelor's degree or a Master's degree with work-related experience
3-5 years of defined contribution plan administration/ management experience, with a strong background in customer service/relationship management required.
Advanced knowledge of Microsoft Office Applications; specifically Excel and PowerPoint.
Advanced knowledge of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), and Internal Revenue Service (IRS) regulatory issues highly desired.
Strong understanding of TPA, Plan Sponsor, broker, and participant roles and responsibilities in qualified plans, as well as understanding of testing and plan documents.
Possess a strong understanding of governmental plans (ex. 403(b) and 457 plans)
Able to work hybrid in local office 6 days per month.
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 @ ************************
#LI-JS1
#LI-Hybrid
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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.
$37k-47k yearly est. Auto-Apply 38d ago
Senior Associate , OTC Valuations Analyst
Intralinks 4.7
Dublin, OH job
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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
Senior Associate, OTC Valuations Analyst - Hedge Funds
Locations: NYC | Union, NJ | Dublin, OH |Hybrid
Get To Know the Team:
SS&C is a global leader in investment management and financial services technology, supporting many of the world's leading hedge funds across a wide range of strategies. Our Valuations team partners closely with clients to deliver independent pricing, valuation support, and governance across liquid and complex instruments. At SS&C, you'll work in a collaborative, fast-paced environment where accuracy, accountability, and client service matter.
Why You Will Love It Here!
Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
Perform daily mark-to-market and pricing analysis for hedge fund portfolios across multiple asset classes
Analyze and validate prices for liquid and OTC instruments, including equities, fixed income, options, swaps, futures, FX, and credit products
Investigate pricing and valuation discrepancies and partner with internal teams and pricing vendors to resolve issues
Support client inquiries related to P&L, pricing movements, and valuation drivers
Escalate material pricing discrepancies in line with established valuation control procedures
Deliver standard and customized valuation and pricing reports to hedge fund clients
Assist in the review and assessment of pricing sources and valuation methodologies
Collaborate with fund accounting and trade operations teams to support timely NAV delivery
Build and maintain strong working relationships with hedge fund clients and internal stakeholders
Support the training and mentoring of junior team members on valuation processes and controls
Utilize SS&C's proprietary systems for trade capture, pricing, workflow management, and reporting
Assist in the preparation of internal and client-facing management reporting
What You Will Bring:
Bachelor's degree in Finance, Accounting, Mathematics, or a related discipline
2-4 years of experience in hedge fund valuations, pricing, fund accounting, or a related role
Working knowledge of financial markets and valuation of hedge fund instruments, including equities, fixed income, derivatives, and structured products
Strong proficiency in Microsoft Excel with the ability to analyze large data sets
Solid analytical and problem-solving skills with strong attention to detail
Ability to manage multiple deadlines in a fast-paced, daily NAV environment
Client-service mindset with strong written and verbal communication skills
Proactive, dependable team player with a professional approach
Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at ***********************
#LI-AK1
#LI-Hybrid
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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.
Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.NY: Salary range for the position: $60,000 USD to $110,000 USD.
$60k-110k yearly Auto-Apply 11d ago
Data Migration Specialist
Intralinks 4.7
Remote job
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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
Data Migration Specialist
Locations: Remote
Get To Know Us:
The Intralinks Alts Services team is the strategic growth lever for the company. By enabling Intralinks both existing and new to upgrade to the latest Intralinks products, you will be the tip of the spear for the companies' growth in 2026 and beyond. In this role you will be responsible for leading, directing, and providing delivery of Intralinks data projects from a variety of sources. You will act as the primary point of contact in dealing with customer historical data. You will help retrieve their historical data, transform it, and help review it with them prior to their transition into the Intralinks ecosystem.
Why You Will Love It Here!
Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
Work with customer subject matter experts and Intralinks project team to identify, define, collate, document, and communicate data migration requirements
Conduct deep dive data analysis of the customer current state to validate customer requirements and define the scope of the migration
Strategize and plan the entire legacy system to new Intralinks product migration considering risks, timelines, and potential impacts
Work with the customer to map legacy data to new Intralinks product.
Analyze and cleanse data where necessary
Oversee the direct migration of data, which may require unexpected adjustments to the process and schedule
Provide regular status updates to customer and Intralinks migration teams
Oversee the quality control process to ensure all data has been migrated and accounted for
Document everything from the strategies used to the exact migration processes put in place-including documenting any fixes or adjustments made
Report any issues encountered to Intralinks support
Conduct regular meetings with the product management team to prioritize and resolve issues that are critical to the success of the migration process
Develop best practices, processes, and standards to continuously improve the Intralinks data migration process
Ensure compliance with regulatory requirements and guidelines for all migrated data
What You Will Bring:
Bachelor's degree in information management systems, computer science, or related field, or 3 years of related work experience
Relevant experience in either software implementation or data migration
Exceptional attention to detail in data
Strong data skills - analysis, transformation, validation
Ability to maintain data integrity and evaluate logical cohesion during complex data transformations
Strong Excel skills (XLookups, Pivots, Data Sources, Queries)
Working knowledge of Python scripting - setting up environments, modifying, and testing code
Familiarity with operation of SQL databases and query structure
Experience working with clients as a technical resource and communicating difficult concepts
Experience working with clients to keep projects focused, on track, and on time
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: ************************
#LI-Intralinks
#LI-MB3
#CA-MB
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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.
Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.NY: Salary range for the position: 100000 USD to 110000 USD.
$76k-95k yearly est. Auto-Apply 33d ago
Full Stack Engineer
Intralinks 4.7
Remote job
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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
Full Stack Engineer
Locations: San Francisco, CA / Jacksonville, FL / Boston, MA / New York, NY, Texas (Remote)
Get To Know Us
We are highly collaborative team; we value attributes and personality traits that encourages team work and collaborative environment. We value diversity; we come from diverse backgrounds, experience, education and skillset.
Why You Will Love It Here!
Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents, and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get to Do
Develop modular and scalable code for front-end applications.
Work in all phases of the software development lifecycle.
Provide a great user experience for our end users.
Work effectively with User Experience, Business Analyst and QA teams.
Contribute to presentation-layer standards and best practices.
What You Will Bring
5+ years of professional Full Stack Web Development experience with a focus on front-end development.
Minimum 4+ years of front-end experience.
Hands-on experience developing large-scale applications using modern JavaScript framework (React preferred) and TypeScript.
Knowledge and experience with backend technologies especially Java and Spring framework.
Experience writing unit tests.
Strong communication skills.
BS/BA from accredited college or university.
Experience and/or knowledge of the following is a plus
Experience in Agile development methodologies, Scrum preferred.
Experience with implementing CI/CD pipelines.
Working with automated testing tools.
Working with Front End build, packaging tools such as Webpack, npm scripts, yarn.
Experience with data visualizations.
Experience with databases.
Experience with reporting tools such as SSRS, ActiveReports, JasperReports.
Proficiency with relational and/or object-oriented databases such as SQL Server and MongoDB.
Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at ****************************************
**********************************************************************************
#LI-PE1
#LI-HYBRID
#LH-REMOTE
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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.
Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.NY: Salary range for the position: 120,000 USD to 130,000 USD. California: Salary range for the position: 120,000 USD to 130,000 USD.
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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
Registered Funds Associate Project Manager - Operations
Locations: Denver CO, Kansas City MO, Boston MA, Braintree MA, Waltham MA | Hybrid
Get To Know The Team:
This Project Manager will manage small to medium projects and components of larger projects including fund conversions and fund launches as well as product and service implementations.
Why You Will Love It Here!
Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
Creates and manages project plans, weekly objectives, meetings and open items.
Coordinates project specific documentation: fund details, request lists, report matrices, calendars, daily flows, close out summaries, and requirements for special development, processes, or files.
Coordinating calls for multiple departments and outside contacts.
Provides Relationship Management support during project cycles.
Gathers and documents department statuses for the overall project plans.
Supports or coordinates special corporate or team projects as needed.
Contributes to the establishment and maintenance of procedures, project templates and documentation for the Project Team.
What You Will Bring:
MUST have at least 3 years' experience with financial services, fund accounting, fund administration, or fund operations, ideally with registered funds.
Willing to consider someone with retail alternative or private markets experience.
Bachelor's Degree or equivalent work experience.
Understanding of mutual fund operations
Dynamic personality with strong project management, leadership, and interpersonal skills
Ideal candidate will have experience creating and managing project plans in a mutual fund operations environment.
Strong problem solving, analytical, detail-oriented, multi-tasking and decision making skills
Intermediate computer skills (Advanced in Excel preferred)
Strong communication and written skills
Strong customer service skills
Must be willing to work on site in one of our offices at least 6 days/month.
Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at ************************
Salary/wage rate is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions
The expected base salary for the position in MA is between $50,000 USD to $100,000 USD.
In addition to their salary, successful candidates may be eligible to receive an annual discretionary bonus and stock options.
Applications will be accepted on an ongoing basis until the position is filled.
#LI-RS1
#LI-HYBRID
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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.
Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.Colorado: Salary range for the position: $45,000 USD to $105,000 USD.
$45k-105k yearly Auto-Apply 32d ago
Geneva Consultant
Intralinks 4.7
Remote job
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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
Geneva Consultant
Locations: NY, NJ, FL (Hybrid)
Get To Know The Team:
SS&C, a leading provider of award-winning software and services for the global investment management industry, is seeking a talented Consultant to support SS&C Advent's Geneva enterprise portfolio accounting application. Blend financial industry knowledge with technology skills while implementing and upgrading Geneva. Gain exposure from multiple client environments. Upgrades provide a unique opportunity to learn the latest and greatest features
bundled with Geneva releases.
Why You Will Love It Here!
Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
Collaborate with clients to understand business requirements, design and configure products, automate optimized workflow.
Manage time to deliver critical components and maximize client satisfaction.
Prepare system and data transition plans, and complete migration involving historical data take-on.
Execute implementation tasks, collaborate and communicate project status with internal and external stakeholders.
Lead hands-on training sessions, troubleshoot issues, technical support during go-live events.
Develop custom reports, conversion tools, and system integration mappings.
Deliver high-quality consulting services as part of implementation projects, build strong relationships with clients and internal teams to drive client satisfaction and continuous improvement.
Ability to work independently and in a team, with flexibility to travel and adapt to changing work hours.
What You Will Bring:
Bachelor's degree in finance, accounting is required.
6+ years of client experience in the financial services industry is required.
Strong knowledge of investment management, fund accounting, and asset management.
Solid working knowledge of client back office workflow and operations are required.
Expertise with the general ledger, fund accounting and trial balance is required.
Working knowledge of SSC Advent's Geneva or expertise with similar applications is highly preferred.
Excellent communication, project, and client management skills
Strong problem-solving, analytical, and organizational skills
Detail-oriented, positive attitude, and proactively.
Ability to learn quickly and present to technical and non-technical audiences
Highly preferred individual characteristics:
Ability to effectively and efficiently manage time to maximize productivity.
Ability to learn quickly and independently by gathering information from a variety of sources to acquire the knowledge needed to complete assigned tasks.
Strong communication skills. The ability to present information to both technical and nontechnical individuals.
Ability to be self-directed and work independently.
Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at ************************
#LI-MG2
#CA-MG
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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.
Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.Jersey City, NJ: Salary range for the position: 120,000 USD to 140,000 USD. NY: Salary range for the position: 120,000 USD to 140,000 USD.
$80k-112k yearly est. Auto-Apply 6d ago
Client Services Consultant
Intralinks 4.7
Remote job
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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
Client Services Consultant
Location: Remote-Connecticut
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.
The Client Services Consultant is a position that performs tasks necessary for the support of the business needs of the client. These individuals must be able to analyze the business needs of the client and identify the means for fulfilling those needs within the Company's applications. The Client Services Consultant will need to be adept at the art of client diplomacy and team relationship building, in addition to possessing sound project management skills to apply these attributes to meet the clients' business needs. This requires developing and maintaining an excellent working relationship with the client(s) and the team, in addition to possessing an excellent understanding of the industry and the various system solutions. The person will be the liaison between the client and the development teams to analyze solutions that meet the client's business requirements and ensure goals are met with technology deliverables.
The Client Services Consultant should have experience with a diverse range of technologies; this should include a basic understanding of financial systems, network setup, general understanding of system design, project management. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Why You Will Love It Here!
Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get to Do:
Serves as point-of-contact for end users for specific module(s), functional and/or business area(s)
Perform problem identification & resolution for issues related to specific module(s), functional and business area(s). Provide training to prevent problem reoccurrence and knowledge transfer. Escalate issues to management when appropriate.
Understands the business function and works with team to define business requirements
Collect, analyze, review, document and communicate business needs and requirements to Product Development. Translate high-level business requirements into functional specifications in use case documentation and manage changes to such specifications.
Proactively engage with clients to understand and anticipate their needs to deliver an exceptional client experience
Perform special duties/functions assigned by management “Essential Day to Day Responsibilities”
Work under general direction with minimal supervision
Excellent oral and written communication skills
Proven ability to work in a successful team environment
Excellent interpersonal skills
Excellent time management and organizational skills
Ability to juggle competing priorities, multiple clients, timelines and expectations with accuracy and professional acumen
Highly motivated and flexible
Provide support to clients when required, log and classify all issues and requests in the Issue tracking database
Continually work to deepen product and industry knowledge. Proactively develop and maintain technical Precision LM and commercial real estate loan industry knowledge
Manage the case resolution process for clients by following defined procedures and ensuring cases are resolved within target response times
Exchange and share knowledge with the team to maximize knowledge and the effectiveness
Identify and escalate problems affecting a number of clients or influencing the timely resolution of one client's inquiry
What You Will Bring:
Bachelor's degree in business or equivalent preferred.
1 to 5 years Customer Service experience, including but not limited to Call Center, Banking, REIT, or Financial Industries.
Ability to manage high-pressure client situations and build trust with the clients.
Ability to synthesize and communicate complex technical issues to non-technical audiences.
Ability to communicate well with both internal and external audiences using excellent interpersonal, client management and communications skills.
Outstanding time management skills and attention to details.
Loan Servicing experience. Agency experience is preferred (FNMA, FHLMC, HUD, GNMA), but not required.
Basic SQL experience is preferred, but not required.
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 @ ************************
#LI-Hybrid
#LI-HW1
#CA-HW
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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.
$44k-61k yearly est. Auto-Apply 4d ago
Professional Services Consultant, SS&C Genesis / Advent Investment Suite
Intralinks 4.7
Remote job
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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
Locations: FL, NY, TX | Remote
Get To Know The Team:
SS&C Advent, a leading provider of award-winning software and services for the global investment management industry, is seeking a talented Implementation Consultant to support SS&C Genesis & Advent Investment Suite applications. Blend financial industry knowledge with technology skills while implementing several key SS&C software products.
Why You Will Love It Here!
Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
Conduct client site and remote implementations of SS&C Genesis and Advent Investment Suite products, including workflow review, setup and hands-on functional and technical training.
Analyze business and technical requirements to anticipate and address client needs.
Configure and automate products to optimize client workflows.
Occasional travel to clients. Travel is estimated at 5-10%.
Manage time to maximize agenda and delivery of critical components.
Execute on planned implementation tasks to maximize client satisfaction.
Communicate project status to client and SS&C project managers.
Specify and/or develop and test custom reports.
Build conversion and system integration mapping tools.
Assist clients in the reconciliation process.
What You Will Bring:
4+ years client experience in the financial services industry is required.
Solid working knowledge of hedge and private equity fund accounting at portfolio and fund levels.
Familiarity with general ledger is highly preferred.
Working knowledge of SS&C Genesis and/or Advent Investment Suite or expertise with similar portfolio accounting applications is required.
Database experience and ability to develop integration solutions is helpful.
Highly preferred individual characteristics:
Ability to effectively and efficiently manage time to maximize productivity.
Ability to learn quickly and independently by gathering information from a variety of sources to acquire the knowledge needed to complete assigned tasks.
Strong written and verbal communication skills. The ability to present information to both technical and nontechnical individuals.
Ability to gain credibility quickly while engaging clients.
Ability to be self-directed and work independently.
Demonstrated technical aptitude.
Bachelor's degree is highly preferred.
Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at ************************
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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.
$93k-127k yearly est. Auto-Apply 24d ago
Sales Engineer
Intralinks 4.7
Remote job
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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
Sales Engineer
Location: Remote US
Get To Know Us:
SS&C sells innovative technology and value-add services to insurance companies and insurance-focused asset managers that need timely, accurate accounting, reporting and analytics for their public and complex private investments. SS&C's cloud-based platform, Singularity, is designed to centralize, automate, and streamline all investment activities across the client's middle- and back-office operations, allowing them to meet their unique Statutory accounting requirements and regulatory reporting obligations to the National Association of Insurance Commissioners (NAIC). Key functions SS&C supports with Software-as-a-Service (SaaS) and Outsourcing Services include, but are not limited to, data aggregation and reconciliation, post-trade compliance, multi-basis investment accounting (e.g., GAAP, STAT, Tax, IFRS), document management for alternative investments, performance measurement and attribution, risk analytics, and STAT reporting, as well as assistance with other jurisdictional reporting (BMA in Bermuda, Canada, etc.).
Why You Will Love It Here!
Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
Develop and maintain a deep understanding of SS&C products and services tailored for the insurance and insurance asset management market and be able to architect a tailored solution and future-state target operating model for prospective clients.
Work collaboratively with sales representatives and key internal stakeholders across software development, implementations, and outsourcing to act as a liaison in defining and delivering on prospective client requirements.
Take a consultative approach to help qualify potential opportunities with prospective clients, asking thoughtful, open-ended questions to understand and document their current state, challenges/pain points, priorities, strategic objectives, compelling events and timelines, and opportunities for improvement.
Combine independent research on prospective clients with learnings from the discovery process to identify the best solution(s) that addresses those requirements and provides business value.
Provide responsive support both internally and externally for all phases of a long-term sales cycle, including conducting discovery to qualify opportunities, determining how we will support the prospect's requirements, leading RFP processes, managing Proof of Concepts (POCs), preparing subject matter experts and other presenters, creating meeting agendas, developing tailored presentations and supporting materials, providing quality and timely follow-ups, and developing business cases to support our prospective clients' budget/approval processes.
Schedule internal prep meetings and dry-runs to ensure all presenters understand the scope of the opportunity, their role, and key differentiating points to emphasize.
Prepare for prospect meetings with high degree of organization and attention to detail, and deliver high quality presentations and product demonstrations.
Project manage Request for Proposal (RFP) process utilizing tools like Loopio, to ensure questions are assigned to the appropriate subject matter experts, responses are high quality and consistent, and submissions are done on time.
Collaborate and communicate effectively with internal team members and executives to strategize, prepare for, and execute on new client opportunities.
Establish rapport with contacts at the prospective client to build trust and confidence and demonstrate expertise.
Effectively position our product, services, and associated benefits to both business and technical users and showcase the proposed solution in a competitively beneficial light.
Develop a strong understanding of the competitive landscape, including strengths, weaknesses, and opportunities.
Ensure there is a constant feedback loop between sales and development to provide valuable feedback that can help shape the strategic direction of our product.
Hold regular meetings with internal software development team to maintain an in-depth understanding of our product roadmap for both client-specific deliverables and general enhanced functionality, along with expected timelines for delivery.
Maintain and strive to continuously improve the Singularity demo environment with differentiating features, relevant examples, transactional activity, and key reports, dashboards and analytics.
What You Will Bring:
5-7 years experience in a similar sales engineer role, preferably supporting complex strategic sales processes.
Understanding of insurance company investment portfolios is a plus, including private and alternative products, investment operations and technology, regulatory capital and reporting requirements, and industry trends.
Bachelor's Degree.
Excellent written, oral, and presentation skills.
Self-starter with the ability to work both independently and collaboratively and to drive new revenue in a demanding performance-oriented environment.
Organizational intelligence and ability to navigate a large, global company.
Flexibility to travel as needed for in-person presentations and industry conferences.
Strong presence and sales aptitude.
Strong desire to be part of a winning sales team.
Excellent presentation and communication skills both verbal and written with ability to present using solution selling and a consultative approach and able to establish trust across a range of technical and non-technical audiences including presenting to C-suite executives of major insurance companies.
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: ************************
#LI-JP1
#CA-JP
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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.
Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.California: Salary range for the position: $125,000 plus commissions USD to $175,000 plus commissions USD. Colorado: Salary range for the position: $125,000 plus commissions USD to $175,000 plus commissions. Resumes will be accepted until job is filled USD.
$125k-175k yearly Auto-Apply 35d ago
Engagement Manager - AI & Automation 15R PA2025-R009
Intralinks 4.7
Remote job
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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
Position Title: Engagement Manager - AI & AutomationLocation: Remote; Boston, MA; Braintree, MA; Chicago, IL; Denver, CO; Dublin, OH; Kansas City, MOGet 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. Why You Will Love It Here!
Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What you get to do:We are seeking a high-performing Engagement Manager to lead the pursuit, shaping, and successful delivery of AI and Automation consulting engagements for clients in the Financial Services industry-specifically across Transfer Agency, Asset Management, and Retirement Services.This role is pivotal as we expand beyond our BPO (Business Process Outsourcing) and core recordkeeping technology to offer a mature and modern AI & Automation consulting capability.The Engagement Manager will:
Lead client engagements end-to-end (strategy → discovery → execution → value realization)
Serve as the primary client-facing leader and advisor
Drive internal strategic initiatives and transformation programs
Partner closely with AI Architects, Engineers, Data teams, and Operations SMEs to deliver measurable business outcomes
Own strategic internal AI & Automation initiatives and critical build-outs across operating model maturity, governance, innovation, and global alignment.
Ideal candidates bring management consulting experience (external or internal), deep understanding of AI/automation, and strong leadership skills tailored to complex financial-services environments.Key Responsibilities:1. Client Engagement Leadership & Consulting Delivery
Own the overall success and profitability of AI/Automation consulting engagements
Lead discovery, problem framing, value case development, and roadmap creation
Serve as the senior point of contact for client executives and program leads
Translate business needs into structured initiatives, clear requirements, and delivery plans
Ensure delivery of high-quality outputs (assessments, business cases, POVs, strategy decks, execution plans)
2. Pursuit Management & Solution Shaping
Lead pre-sales cycles alongside Sales and Relationship Managers
Create proposals, SOWs, engagement models, and pricing estimates
Facilitate client workshops to articulate AI/automation opportunities, constraints, and value
Support expansion of accounts through thought leadership, credible delivery, and trusted advisor relationships
3. Program & Delivery Management
Run medium-to-large initiatives using a structured delivery framework (Agile, hybrid, or client-specific)
Build and manage detailed project plans, timelines, dependencies, and risks
Partner with Technical PMs, AI Architects, Engineers, and Operations SMEs to ensure execution quality
Proactively manage scope, change requests, and executive-level communications
4. Stakeholder & Executive Communication
Develop and present materials for C-suite, senior leadership, and steering committees
Communicate complex concepts in simple, business-friendly language
Manage expectations at all levels-from day-to-day operations to executive sponsors
5. Strategic Internal InitiativesThis role will own, build, and support strategic internal AI & Automation initiatives and critical build-outs, including:
Evolution of the AI/Automation operating model and COE maturity
Design and delivery of new internal capabilities, platforms, and solutions
AI governance, risk management, and compliance frameworks for financial services
Cross-regional alignment and execution across US, UK, and Retirement Services teams
Enterprise-level programs requiring structured PMO leadership and senior executive engagement
6. People Leadership & Team Enablement
Coordinate multidisciplinary teams of analysts, architects, data engineers, and automation developers
Mentor junior team members on consulting methodology, communication, and client management
Foster a culture of excellence, accountability, and continuous improvement
What you will bring:
5+ years in management consulting, internal consulting, or advisory roles
Experience leading AI/automation, digital transformation, or operational excellence engagements
Strong understanding of RPA, ML/AI use cases, OCR/IDP, LLM applications, and modern automation architectures
Degree in Business, Engineering, Computer Science, Economics, or related field.
Experience in financial services; exposure to Transfer Agency, Asset Management, or Retirement Services is a plus.
Proven success managing client relationships and delivering multi-month consulting programs
Exceptional communication, executive presence, and structured problem-solving skills
Demonstrated ability to manage competing demands and lead through ambiguity
Preferred Qualifications
MBA or MS degree is preferred, equivalent experience will be considered.
Certifications in Agile, PMP, or consulting toolkits
Familiarity with cloud platforms (AWS, Azure, GCP) and enterprise AI technologies
Prior experience pricing, scoping, and selling consulting engagements
Strong analytical and storytelling capabilities
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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.
Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.Other States Salary range for the position: 150000 USD to 175000 USD.
$101k-133k yearly est. Auto-Apply 15d ago
Associate Software Developer
Intralinks 4.7
Remote or Stamford, CT job
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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
Associate Software Developer
Location(s): Samford or Newtown, CT - Hybrid
Get To Know the Team
Battea is seeking a skilled and motivated Junior Developer to join our dynamic Data Processing Automation team. This role focuses on developing robust solutions for processing structured and unstructured data, automating workflows, and building scalable applications. As part of our team, you will work on cutting-edge technologies to support data-driven systems, primarily leveraging C#.NET, Oracle PL/SQL, and Microsoft Blazor. You will collaborate closely with cross-functional teams to deliver high-quality software solutions while contributing to the team's innovative culture.
Why You Will Love It Here!
Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
Your Future: 401 (k) Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents, and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
What You Will Get To Do:
Develop and maintain server-side applications using C#.NET and Oracle PL/SQL.
Design and implement efficient database queries and stored procedures to handle complex data processing tasks.
Work with JSON and XML data formats where applicable.
Ensure adherence to best practices in object-oriented programming and database design.
Build interactive and user-friendly web interfaces using Microsoft Blazor.
Collaborate with the team to refine UI requirements and ensure seamless integration with backend services.
Parse and process structured and unstructured data from various sources, with a focus on institutional trade data.
Automate data workflows and integrate with internal and external systems.
Assist in requirement gathering, refinement, and product planning.
Maintain knowledge of project and tasks status and provide updates as needed.
Participate in code reviews and contribute to the team's technical documentation.
Stay updated with emerging technologies and best practices in data processing and automation.
Contribute to the team's efforts in optimizing existing systems and exploring new tools and methodologies.
What You Will Bring:
Must possess at least a Bachelor's/College Degree in Computer Science, Information Technology, or a related field.
Junior developer with 1-3 years of experience.
Proficiency in C#.NET for server-side development.
Strong understanding of SQL, including experience with Oracle PL/SQL.
Familiarity with Microsoft Blazor for web UI development.
Basic knowledge of JavaScript, TypeScript, and CSS/SCSS for UI components.
Experience with Git for version control.
Ability to parse and process structured/unstructured data (e.g., CSV, PDF, Excel).
Understanding of common software development and project management practices.
Nice-to-Have Skills:
Experience with GitHub and Atlassian tools.
Familiarity with Agile development methodologies.
Knowledge of JSON and XML data formats.
Experience with Python for scripting and small-scale automation tasks.
Exposure to desktop application development using .NET.
Familiarity with data feeds or systems like Market Data, Security Master, and other reference data.
Key Competencies:
Strong problem-solving abilities with a focus on data-driven solutions.
Attention to detail and a commitment to writing clean, maintainable code.
Ability to learn new technologies quickly and apply them effectively.
Self-motivated and proactive, with the ability to work independently and as part of a team.
Excellent written and verbal communication skills.
Strong analytical thinking and creativity in solving complex problems.
Flexibility and adaptability in a fast-paced, evolving environment.
What We Offer:
A collaborative and innovative work environment that encourages growth and learning.
Opportunities to work on diverse projects and technologies.
Mentorship and training culture and resources to enhance your technical skills.
AI Code Assistant.
Hybrid Work from Home policy.
Access to Subject Matter Experts with over 70 years of combined experience in securities and OTC trading, providing unique opportunities to learn about trade data and the inner workings of the financial industry.
Competitive compensation and benefits package.
Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at ****************************************
#LI-DS3
#LI-HYBRID
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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.
$85k-110k yearly est. Auto-Apply 17d ago
Fixed Income Product Manager
Intralinks 4.7
Remote or Boston, MA job
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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
Job Title: Fixed Income Product Manager
Locations: 100% Remote
Get To Know Us:
We are seeking a strategic and technically proficient Fixed Income Product Manager to lead the evolution of our Fixed Income product offerings. This role demands deep subject matter expertise across the full lifecycle of Fixed Income trading, portfolio management, risk and performance analytics. You will collaborate with cross-functional teams and senior leadership to define and execute the strategic direction of our Fixed Income platform.
Why You Will Love It Here!
Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
Subject Matter Expertise
Act as the SME across the full lifecycle of a Fixed Income trade-from pre-trade analytics and execution to post-trade processing and reporting.
Maintain deep knowledge of Fixed Income instruments including:
Government and corporate bonds
Municipal securities
Structured products
Credit derivatives and interest rate products
Portfolio Management & Analytics
Define and support features related to Fixed Income portfolio management, including:
Performance measurement
Attribution analysis
Risk modeling and scenario analysis
Benchmarking and compliance
Product Development & Requirements Gathering
Collaborate with internal stakeholders to flush out detailed requirements for Fixed Income features across trading, modeling, analytics, and market data.
Translate business needs into clear, actionable technical specifications for Engineering and QA teams.
Write and maintain high-quality product documentation and specifications.
Sales & Marketing Enablement
Support Sales Engineers by demonstrating Fixed Income capabilities and new platform features to clients and prospects.
Act as a Fixed Income SME in client meetings, webinars, and marketing campaigns.
Partner with Marketing to develop content that highlights Fixed Income product strengths and differentiators.
Strategic Planning
Work closely with senior management to define and refine the strategic direction of our Fixed Income offering.
Contribute to long-term product vision and roadmap planning based on market trends, client feedback, and competitive analysis.
Client Engagement
Engage directly with clients to understand their Fixed Income workflows, pain points, and feature requests.
Gather feedback and incorporate it into the product roadmap and development cycles.
Cross-Functional Collaboration
Work closely with Product Managers, Engineers, and QA to ensure timely and high-quality delivery of Fixed Income features.
Participate in sprint planning, backlog grooming, and release management processes.
What You Will Bring:
Strong understanding of Fixed Income trading systems and market structure
Experience with portfolio management platforms and performance attribution tools
Must have experience with API's and how they work
Familiarity with financial modeling and analytics platforms (e.g., Python, R, Excel, SQL)
Knowledge of APIs, data integration, and financial data providers (e.g., Bloomberg, Refinitiv)
Ability to write clear and structured business and technical specifications
Experience with Agile development methodologies and tools (e.g., Jira, Confluence)
Qualifications:
5+ years of experience in Fixed Income markets, preferably in product management, portfolio management, or sales engineering role
Proven ability to demo financial products and articulate value propositions to technical and non-technical audiences
Excellent communication and presentation skills; comfortable in client-facing and executive-level discussions
Bachelor's degree in Finance, Economics, Engineering, or related field; MBA or CFA preferred
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: ************************
#LI-BP1
#CA-BP
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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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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Mitek Systems may also be known as or be related to MITEK SYSTEMS INC, Mitek Systems, Mitek Systems Inc, Mitek Systems Inc. and Mitek Systems, Inc.