Sr. Project Consultant

Professional Services & Consulting Jacksonville, Florida


Salentica is a division of SS&C Technologies, Inc., a leading provider of software solutions and services for the international investment community. Investment managers, broker/dealers, sponsors, and custodians around the world use SS&C’s mission-critical and decision support systems. SS&C brings together experts in investments, providing superior client service from its headquarters in Windsor, CT, and subsidiaries in Canada, Australia, and Europe.

We have an immediate opening for a Salentica Sr. Project Consultant in our Jacksonville, Fl Office


  • 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
  • Demonstrate superior communication skills
  • 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

 Position Qualifications

  • Industry Experience ( Wealth Management)
  • Bachelor’s degree, preferably in business IT systems
  • 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

What will set you apart?

  • PMP designation
  • MS CRM and/or Salesforce  certifications
  • 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: 

  • An extensive health benefits program which includes Health, Dental, and Vision
  • 401k matching program
  • Generous Tuition Reimbursement and Training Allowance program
  • Business Casual work environment and Work-Life Balance.