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Salentica Project Consultant

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SS&C Advent

2021-12-03 07:33:53

Job location Lakeland, Florida, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.


Job Description

SS&C Salentica is an industry-leading provider of software and services to the Financial Services industry. We are currently looking for an industry proven, self-motivated project consultant to join our team of experienced implementation professionals. The successful candidate will be a detailed, conscientious worker with a proven record of data and business analysis success, and who has demonstrated they can work collaboratively and independently as required.


Responsibilities

  • Lead and guide client through project implementation phases, including business process due diligence, Data analysis and mapping, solution design, application design, configuration, documentation of system requirements
  • Execute data analysis of client source data databases and client files
  • Execute business analysis on project implementation phases, including capture of detailed requirements for CRM
  • Work closely with data engineer to present data analysis in support of data migrations
  • Execute analysis and profiling on client data files, and where appropriate facilitate sessions with client and Salentica.
  • Work closely with project manager and client to execute typical business analysis tasks
  • Provide CRM configuration services to SS&C Salentica clients
  • Other project duties as assigned


Qualifications

  • Ability to work independently as a self starter and in a team environment
  • Ability to work with internal teams to deliver client solutions
  • Working knowledge of financial services/asset management and RIA markets
  • Recognizes and minimizes Salentica project risk exposure.
  • Ensures project documents are complete, current, and stored appropriately
  • Proven experience in data analysis
  • Bachelor's degree, preferably in business IT systems
  • Experience with Salesforce CRM a plus
  • Ability to handle multiple projects/tasks simultaneously
  • Proven strong collaboration skills
  • Demonstrated aptitude and ability for planning and execution
  • Ability to recognize a client requirement, document, and outline steps for execution
  • Superior time management skills
  • Superior written, verbal communications skills
  • Ability to manage stakeholder expectations and report/communicate these back to the SS&C/Salentica Delivery team
  • Ability to take ownership of a task from initiation to completion
  • Experience with ETL tools
  • SQL query building experience
  • PMP designation
  • Salesforce certifications a plus
  • Major IT implementation experience and understanding how systems are affected by business process change
  • Experience in dealing with complex business problems, identifying business/functional user requirements and recommending how to best support them through processes and applications
  • Ability to have influence without authority, and a strong ability to sell recommendations and solutions by stating advantages and value in business terms
  • Related financial service/wealth management industry experience


SS&C Offers:

  • Extensive Health Benefit Plan
  • RRSP matching Program and Bonus Potential
  • Generous Training Allowance and Tuition Reimbursement Program
  • Candidate Referral Program
  • Business Casual work environment
  • Work/life Balance
  • Close to all transit


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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