Job DescriptionClient ConsultantLocations: Jacksonville, FL | Remote_FL
About the RoleSS&C Advent, a leading provider of innovative software and services for the global investment management industry, is seeking a Client Consultant to join our industry-leading Black Diamond Service Team. In this role, you will join a dynamic team as an integral part of the day-to-day process of supporting our clients using our Black Diamond Wealth Platform™ solution. Like what you read? Then you may be a perfect candidate to join the company ranked #1 on the list of Best Places to Work in Jacksonville.
How You Will Make an Impact Client Technology Consulting- Serve as a trusted technology advisor to an assigned portfolio of clients.
- Develop a deep understanding of client business processes, operational models, and strategic objectives.
- Conduct discovery sessions to identify workflow challenges, technology gaps, and opportunities for improvement.
- Recommend platform capabilities, operational best practices, and technology solutions that drive efficiency and business outcomes.
- Partner with Client Advocates, Relationship Managers, and Implementation teams to deliver consultative guidance throughout the client lifecycle.
Platform Adoption & Optimization- Guide clients in maximizing the value of the Black Diamond platform and related solutions.
- Act as a subject matter expert on platform functionality, integrations, workflows, and emerging capabilities.
- Help clients evaluate and adopt new product features, digital workflows, AI-enabled experiences, and MCP capabilities within the platform.
- Deliver demonstrations, training sessions, best-practice recommendations, and educational workshops.
- Monitor client adoption and utilization trends and proactively identify opportunities for improvement.
Business Process Improvement- Analyze client workflows and operational processes to identify opportunities for standardization, simplification, and optimization.
- Recommend solutions that improve productivity, scalability, and user experience.
- Document current-state and future-state processes and help clients execute improvement initiatives.
- Establish success metrics and measure the impact of technology and process improvements.
Client Partnership & Success- Conduct regular business reviews and strategic touchpoints with clients.
- Proactively identify risks, challenges, or adoption barriers and develop action plans to address them.
- Serve as an advocate for client needs by collaborating with internal teams to drive resolution and continuous improvement.
- Identify opportunities to expand client utilization of Black Diamond solutions in partnership with Relationship Management and Sales teams.
Cross-Functional Collaboration- Partner with Product, Operations, Engineering, Implementation, and Client Service teams to solve client challenges and improve outcomes.
- Provide client feedback and market insights to influence product enhancements and future capabilities.
- Support pilot programs, technology rollouts, and adoption initiatives.
- Contribute to the development of best practices, playbooks, and client-facing resources.
Required Experience- Bachelor's degree in Business, Finance, Information Systems, Computer Science, or a related field, or equivalent experience.
- 4+ years of experience in a client-facing consulting, technology consulting, client success, implementation, relationship management, or solutions-oriented role.
- Experience working with technology platforms, SaaS solutions, fintech applications, or financial services software.
- Strong understanding of business processes and the ability to align technology solutions to client objectives.
- Excellent communication, presentation, and facilitation skills with the ability to explain complex technical concepts to both technical and non-technical audiences.
- Demonstrated ability to build trusted relationships with clients and influence stakeholders.
- Strong analytical, problem-solving, and critical-thinking skills.
- Experience leading client discovery sessions, workflow discussions, and solution recommendations.
- Ability to manage multiple priorities in a fast-paced environment.
- Proficiency with Salesforce, Microsoft Office, and business productivity tools.
What Sets You Apart- Experience in wealth management, investment management, advisor technology, fintech, or financial services operations.
- Experience supporting technology adoption, digital transformation, workflow optimization, or operational consulting initiatives.
- Familiarity with AI-powered tools, intelligent workflow solutions, automation concepts, and emerging technology trends.
- Experience helping clients adopt and leverage AI-enabled platform capabilities and modern digital experiences.
- Understanding of API-driven ecosystems, integrations, MCP frameworks, or connected technology solutions.
- Experience delivering client presentations, executive business reviews, and strategic recommendations.
- Knowledge of change management and user adoption best practices.
Join SS&C, where innovation meets global opportunities. Click here to apply.
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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 Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Applications will be accepted on an ongoing basis until the position is filled.
