SS&C Technologies

Account Executive

• Run qualified opportunities through the full sales lifecycle from prospecting through close
• Prospect for new business daily through a combination of target account prospecting and using existing relationships
• Build and maintain long-term relationships by meeting or exceeding customer expectations for future sales
• Actively maintain a sales pipeline with documented activity in accordance with Intralinks processes and methodologies, using SalesForce.com
• Expertly handle time to focus on activities that grow pipeline and revenue
• Conduct thorough discovery, qualify need and prove the value of Intralinks solutions to address those needs
• Understanding of key buying personas and ability to discuss meaningful business challenges for each
• Achieve or exceed assigned monthly/annual sales quotas
• Develop a deep understanding of Intralinks offerings

Account Executive, Digital Sales

Operations

• Input and maintain financial and accounting data in InnoTrust per the responsibilities defined for the Managed Service Client.
• Interact on daily processes amongst the team.
• Adhere to daily, monthly, quarterly, and annual procedures for processes within Managed Services.
• Ensure that financial transactions are balanced and documented according to policies and procedures.
• Processing, review and oversight of cash and security activity, including trade settlement, corporate actions, cash movement and shadow posting.
• Meet and ensure daily deadlines are met for processing and reconciliation.
• Interact on operational activity with each Client.
• Identify and work with client for reconciliation outages.
• Research, document, and handle client reported issues, provide user support to Clients and log Clients requests for services as needed to a timely resolution.
• Build, maintain, and foster positive and growing relationship with Clients.
• Work closely with Client Relationship Team to understand issues and assist in resolution.
• Demonstrate relentless focus on accurate and timely processing.
• Understand Client issues and concerns and escalate as appropriate.
• Build, maintain, and foster positive and growing relationships with all departments of SS&C | Innovest, and with vendors.
• Demonstrate focus on client operational needs.
• Communicate effectively and professionally.
• Actively manage assigned work and assist with assigned work of others as needed.
• Actively manage issues for resolution, assist teammates with issues or escalate as appropriate.
• Actively manage workload to support teammates.
• Take a proactive approach to learning, document and share lessons learned.
• Use established policies and procedures to process within guidelines and identify areas of improvement or efficiencies.
• Be a subject matter expert on team tasks.

Managed Services Operations Analyst

Growth Marketing

• Develop and execute a comprehensive growth strategy that integrates medical and pharmacy product roadmaps, marketing initiatives with corporate objectives
• Set clear priorities and measurable goals for growth initiatives, ensuring alignment across all business units
• Inspire and mentor high-performing teams, fostering a culture of accountability, innovation, and collaboration
• Serve as a key advisor to executive leadership, providing insights on market dynamics and strategic investments
• Define the “One SS&C Health” product vision and ensure continuous evolution to meet changing market demands and regulatory requirements
• Lead entire product life cycle, from ideation to sunset, ensuring competitive differentiation and client satisfaction
• Translate market insights, customer feedback, and technological advancements into a clear, actionable product roadmap
• Collaborate with technology and operations teams to deliver scalable, cutting-edge solutions that enhance client outcomes
• Champion innovation by leveraging data analytics, customer feedback, and industry trends to inform product development and product marketing strategies
• Design and implement sales strategies that drive new business acquisition and maximize client retention
• Identify upsell and cross-sell opportunities within existing accounts to increase wallet share
• Establish pricing models and packaging strategies that balance profitability with market competitiveness
• Build strong relationships with key clients and partners to secure long-term contracts and strategic alliances
• Develop and execute comprehensive marketing strategies that support product launches, demand generation, and brand awareness across all market segments
• Oversee brand positioning, messaging, and visual identity to ensure consistency and strengthen SS&C Health's market presence
• Lead integrated marketing campaigns across various channels to drive customer engagement and support sales objectives
• Evaluate and prioritize new markets, partnerships, and distribution channels to accelerate growth
• Conduct market research and competitive analysis to identify emerging trends and potential disruptors
• Develop entry strategies for untapped segments, ensuring compliance and operational readiness
• Represent SS&C Health at industry events and forums to enhance brand visibility and thought leadership

Chief Growth and Product Officer

Financial Planning and Analysis

• 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.

Professional Services Consultant, SS&C Genesis / Advent Investment Suite

Manager

• Establish & lead collaborative relationships between customers and the SS&C organization
• Communicate with customers via conference calls, written electronic correspondence, and in face-to-face meetings
• Educate customers on implementing our products and services
• Analyze, anticipate, and identify customer needs and recommend innovative solutions
• Complete system change requests
• Research and resolve any system issues reported by customers
• Leverage extensive in-house training programs for industry knowledge and product expertise
• Mentor & lead less experienced associates
• Establish work priorities, plan projects, and ensure timelines are met
• Prepare status reports for customers
• Coordinate face-to-face meetings with customers onsite and at their location
• Ensure contractual obligations are achieved
• Assist with budgeting, billing, and contract administration
• Assist in onboarding new customers as they transition to SS&C's industry leading solutions

Associate Manager, Client Relations Specialist

Technical Project Manager

• Lead End-to-End Project Delivery
• Manage technology projects from initiation to deployment and transition to BAU.
• Build and maintain project plans, schedules, RAID logs, resource allocations, and executive status reports.
• Control scope, budgets, and timelines, ensuring all deliverables align to business objectives and regulatory requirements.
• Partner Across the Wealth Ecosystem
• Work with key stakeholders across Superannuation, Wrap Platforms, Financial Advice, Investments, Operations, Finance, Risk, and Compliance.
• Facilitate workshops, requirement gathering, solution design sessions, and UAT preparation.
• Communicate complex technical concepts in a clear, business-focused manner.
• Drive Strong Technical Execution
• Oversee solution design, system integration, data mapping, and testing cycles (SIT/UAT).
• Support delivery of changes to registry systems, adviser portals, digital investor experiences, API integrations, and reporting platforms.
• Manage production deployments, cutover planning, and post-go-live stabilization.
• Manage Vendors and Third Parties
• Coordinate with consultants, platform providers, IT partners, and system integrators.
• Review statements of work, vendor deliverables, and contractual obligations.
• Ensure external teams meet quality expectations and timelines.
• Ensure Compliance, Quality, and Risk Controls
• Align project delivery with ASIC, APRA, CPS 230, RG 97, and wealth regulatory frameworks.
• Maintain traceability across requirements, design, testing, and approvals.
• Actively monitor risks, issues, dependencies, and change impacts.
• Improve Member, Adviser & Employer Experience
• Identify opportunities to streamline processes, improve digital journeys, and optimise platform interactions.
• Deliver enhancements that uplift experience for investors, advisers, and employer groups.

IT Project Manager

• Responsible for daily reconciliation of Cash, positions and transactions for Equity, Corporate Bond, MBS, Derivatives (OTC & Listed), Repo, Bank Loan, and private securities.
• Analyze and understand all security & cash position differences related to reconciliations and coordinate break resolution process with Client, Prime brokers, Counterparty and internal departments.
• Upload Trades in Trade capture tool either manually or through auto loading of files received from Manager /Prime broker.
• Trade confirmation with counter parties.
• Track corporate actions.
• Fail trade monitoring and settlement.
• Leader of professionals or first-level leaders working on issues of a diverse scope or coordinating department activities.
• Exercises wide-latitude to make decisions within established company policies to meet business objectives.
• Advises staff and partners with cross-functional teams to meet project schedules and to develop solutions to issues.
• Accountable for department results.
• Establishes procedures and recommends changes to policies.

Associate Manager

Call Center Representative

• Lead and develop a high-performing team supporting retirement plan participants, plan sponsors, and financial advisors in a fast-paced service environment
• Oversee the evaluation and processing of retirement service requests including contributions, rollovers, distributions, loans, hardship withdrawals, beneficiary updates, and account maintenance
• Ensure accuracy, compliance, and timely execution aligned with ERISA, IRS, and internal governance requirements
• Support participant education and service excellence, ensuring clear communication and positive retirement outcomes
• Manage escalated inquiries and complex case resolution with professionalism and sound judgment
• Monitor team performance, service levels, quality, and operational metrics; drive accountability, coaching, and continuous improvement
• Partner with operations, technology, and compliance teams to streamline processes and enhance the participant experience
• Serve as both a working leader and subject matter expert when business needs require hands-on support

Supervisor, Retirement Solutions Call Center

• Develops and maintains exceptional intermediary relationships.
• Provides and oversees support and service activities for a designated intermediaries or group of intermediaries, ensuring their operational needs and issues, both tactical and strategic, are managed to the highest level of satisfaction.
• Ensures quality service and operational performance within the parameters of program and delivery standards.
• Develops understanding of client business and product installations to identify service needs, plan service delivery and drive use of proactive service and support mechanisms to reduce client downtime and support costs.
• Acts as a primary point of intermediary contact to coordinate resolution of service incidents and escalation of technical issues.
• Collaborates with sales and support groups to demonstrate value of support offering to client and identify opportunities for expanded support business.
• Career level professional leading small, moderately complex projects or working on complex tasks that require a high degree of judgement, resourcefulness, and self-initiative.
• Demonstrates specialized expertise to evaluate wide-ranging and complex issues and develop creative solutions.