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Company: SS&C Technologies
Location: Stockholm, Stockholm County, Sweden
Career Level: Associate
Industries: Technology, Software, IT, Electronics

Description

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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


Implementation Consultant – Wealth & Portfolio Management Platform

Locations: Nordics Region | Hybrid

Level: Mid-Senior | FinTech / Investment Management

Get To Know Us:

SS&C is leading the way. We continue to look for today's and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few.

We are looking for an experienced Implementation Consultant to join our Professional Services team. In this role, you will work directly with investment banks, wealth managers, and advisory and discretionary portfolio management firms across the Nordics region to implement and configure our web-based client and advisor portal platform.

You will act as the bridge between our clients' business requirements and our product's rich configuration capabilities, ensuring that each implementation is aligned with the client's operating model, delivered to a high standard, and successfully handed over through User Acceptance Testing (UAT) and go-live.

Why You Will Love It Here!
  • Flexibility: Hybrid Work Model
  • Your Future: Professional Development Reimbursement including access to SS&C University
  • Work/Life Balance: Competitive holiday scheme
  • Your Wellbeing: Competitive benefits designed to support the wellbeing of our staff
  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
  • Training: Hands-On, Team-Customised throughout your career
What You Will Get To Do:
  • Client Engagement & Requirements Gathering: Participate in post-sales requirements discussions with client stakeholders, including front-office advisors, portfolio managers, operations, and IT teams. Conduct gap analysis between client business requirements and existing product features, documenting findings in functional specification documents. Clearly articulate how platform capabilities, including advisor portals, investor portals, performance reporting, risk profiling, and client onboarding, map to client workflows.
  • Platform Configuration & Implementation: Configure the application to meet agreed business requirements using front-end configuration tools and back-end SQL-based configuration scripts. Ensure configurations align with clients' business processes and operating models.
  • Customisation & Project Delivery: Coordinate with the Custom Engineering team to scope, specify, and deliver customisation requirements beyond standard product configuration. Manage and track the delivery of all implementation components within agreed project timelines.
  • Testing & Quality Assurance: Collaborate with the internal QA team to validate configurations and customisations against documented requirements before client handover. Lead and support clients throughout User Acceptance Testing (UAT), managing issue logs, tracking resolutions, and obtaining formal sign-off.
  • Go-Live, Training & Support: Prepare user manuals, configuration documentation, and training materials. Deliver end-user training sessions, provide transitional post-go-live support, and ensure a smooth handover to the support team.
  • Stakeholder Management & Collaboration: Build and maintain strong working relationships with client project teams and senior stakeholders across the Nordics. Work closely with internal product, QA, and Custom Engineering teams to resolve issues, manage expectations, and continuously improve delivery quality.
  • Knowledge Sharing & Continuous Improvement: Contribute to the internal knowledge base by developing reusable configuration templates, documenting lessons learned, and identifying opportunities to enhance implementation processes and delivery standards.
What You Will Bring:
  • Wealth & Investment Management Domain Expertise: Strong understanding of investment banking and wealth management business models, including advisory and discretionary portfolio management workflows, portfolio performance reporting and attribution, client onboarding, risk profiling and suitability assessments, and investor and advisor portal use cases. Knowledge of financial instruments including equities, fixed income, FX, funds (UCITS and non-UCITS), and derivatives. Familiarity with Nordic and EMEA regulatory requirements, including MiFID II suitability and reporting obligations, is advantageous.
  • Relevant Professional Experience: At least 3 years of experience in functional or techno-functional consulting on financial software implementations, business analysis or product configuration within wealth or portfolio management platforms, or client-facing roles in investment banking operations, private banking, or asset management. Demonstrable experience gathering, documenting, and managing functional requirements, as well as supporting UAT cycles and client go-live delivery.
  • Technical & Configuration Skills: Basic to intermediate SQL knowledge, with the ability to read, write, and modify SQL scripts for back-end configuration using MS SQL Server. This is not a software developer role; SQL scripting is required for configuration purposes only. Familiarity with web application concepts, including IIS-hosted ASP.NET applications and REST API integrations at a functional level. Understanding of IIS deployment and application server environments is advantageous.
  • Documentation & Implementation Capabilities: Proven ability to produce clear and comprehensive functional specifications, configuration notes, UAT test scripts, user manuals, and training documentation. Comfortable using modern productivity and collaboration tools, managing multiple workstreams, and supporting concurrent client engagements.
  • Language & Communication Skills: Proficiency in at least one Nordic language is essential. Excellent verbal and written communication skills, with the ability to translate complex technical configurations into clear business language for client stakeholders. Strong analytical and problem-solving skills, high attention to detail, and the ability to work independently and collaboratively across cross-functional teams. Willingness to travel within EMEA based on project requirements.
  • Education & Professional Qualifications: Bachelor's degree or equivalent in Finance, Commerce, Business, Computer Science, Engineering, or a related field. Postgraduate qualifications or professional certifications such as CFA, CISI, or equivalent finance or technology credentials are an advantage.
  • Desirable Industry & Platform Experience: Previous hands-on experience with wealth or portfolio management platforms such as SS&C Advent, Temenos WealthSuite, Objectway, InvestCloud, Avaloq, Profile, FNZ, or similar solutions. Experience with digital client or advisor portal implementations and involvement in pre-sales processes would be beneficial. Operational knowledge of MiFID II, GDPR, and FATCA compliance requirements is also desirable.

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.


 

 

Applications will be accepted on an ongoing basis until the position is filled.

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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