Engagement Consultant

1 Year ago • 2 Years +

Job Summary

Job Description

The Engagement Consultant will lead the onboarding and implementation of investment manager clients onto the Eze Eclipse platform. They will coordinate and run client meetings, serving as the primary point of contact, and collaborate with internal teams to ensure successful implementation. The consultant will also interact with third-party vendors and stakeholders and advocate for platform enhancements. Responsibilities include managing client relationships and project timelines, as well as communicating technical concepts to both technical and non-technical audiences. The role requires experience in Financial Services or Investment Technology, particularly in Trading, Operations, or Accounting, and a strong background in system implementation.
Must have:
  • 2+ years of experience in Financial Services or Investment Technology.
  • Background in system implementation and configuration.
  • Ability to manage client relationships and project timelines.
  • Excellent verbal and written communication skills.

Job Details

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: Engagement Consultant – Eclipse Client Service

Locations: Hong Kong | Hybrid

Get To Know Us:

SS&C Eze

SS&C Eze is a global leading provider of investment management software solutions designed to optimize operational and investment alpha throughout the entire investment process.

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans, Centralized location – 6 minutes’ walk from Wanchai MTR station
  • Your Future: Professional Development Reimbursement  
  • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays, Marriage Leave, Study Leave
  • Your Wellbeing: Medical, Dental, Vision, Life Insurance, Employee Assistance Program, and Provident Fund Contribution
  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
  • Training: Hands-On, Team-Customized, including SS&C University
  • Education: Employee Tuition Reimbursement for employees who are eligible
  • Extra Perks: Bonus Scheme, SS&C Stock(s) Allocation for employees who are eligible

What You Will Get To Do:

  • Lead the onboarding and implementation of investment manager clients onto the Eze Eclipse platform.
  • Coordinate and run client meetings, serving as the primary point of contact throughout the onboarding process.
  • Collaborate closely with internal teams (Development, Product Management, Client Services) to ensure successful implementation and client satisfaction.
  • Interact regularly with 3rd party vendors and internal stakeholders to streamline project execution.
  • Advocate for platform enhancements to meet evolving client needs and support scalability.

What You Will Bring:

  • Minimum 2+ years of experience in Financial Services or Investment Technology, particularly in Trading, Operations, or Accounting.
  • Strong background in system implementation and configuration for accounting or trading platforms.
  • Proven ability to manage client relationships, expectations, and project timelines effectively.
  • Excellent verbal and written communication skills, especially in conveying technical concepts to non-technical audiences.
  • Experience collaborating with Product and Development teams to influence product enhancements.
  • Understanding of account and relationship management best practices.

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

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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About The Company

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.

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