SS&C Technologies Logo

SS&C Technologies

Engagement Specialist

Reposted 11 Days Ago
Be an Early Applicant
In-Office
Boston, MA
Junior
In-Office
Boston, MA
Junior
The Engagement Specialist will coordinate file-based integrations, manage projects, improve processes, and engage with stakeholders in financial services technology.
The summary above was generated by AI

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

Engagement Specialist

Locations: Boston, MA | Hybrid

*Hybrid working environment. Remote/In Office

SS&C Eze provides premier global investment technology to support the front, middle and back-office designed to optimize operational and investment alpha throughout the entire investment process. Our employees are at the heart of our success. At SS&C Eze, we foster career growth at all levels within the company and encourage employees to take ownership of their careers. As a result, many of our leaders have risen to their current roles, as we vigorously advocate upward and lateral mobility. We recruit the best and the brightest for our team by seeking talented, hard-working individuals who are enthusiastic about learning and realizing their potential.

SS&C Eze is seeking an Engagement Specialist to join the Product Specialist, Operations team focusing on the implementation of file based integrations. We are looking for an organized individual that can coordinate with a variety of teams, communicate with technical staff, and drive software solutions to completion.
Get To Know Us:
The Product Specialist, Operations team is responsible for the implementation of file-based integrations between SS&C Eze clients and their various third party providers. These Data Integrations are critical in facilitating the transfer of data in and out of the various Eze platforms to their Prime Brokers, Custodians, and other 3rd party firms. Without these data inflows and outflows, much of the middle and back-office operations would not be possible. The Engagement Specialist will work directly with the business consulting and engagement teams to implement, configure and test these integration requests from across the global client base.

The Engagement Specialist will coordinate with internal and external teams to ensure timely delivery of the file-based integration while managing communication of timelines and priorities. Active interaction with external third parties will be required.

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
  • Your Future: 401k Matching Program, Professional Development Reimbursement
  • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
  • Training: Hands-On, Team-Customized, including SS&C University
  • Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

  • Implement, configure and test Eze Software’s product suite with a focus on Operations and File-Based integrations.

  • Manage multiple projects across global clients and help address the queue of file-based implementation work.

  • Actively engage with stakeholders to identify areas of inefficiency and improve internal team processes.

  • Help develop repeatable implementation plans to consistently and efficiently deliver against company, team, and individual goals critical to various projects.

  • Establish a strong relationship with internal and external clients.

  • Serve as a knowledge resource to immediate team members,

  • Assist with escalated inquired both internal and external.

  • Ability to work collaboratively with Engagement Manager

What You Will Bring:

  • Bachelor’s degree required

  • 2+ years of professional experience in either a financial services or technology support role preferred.

  • Experience and strong understanding of the Investment Lifecycle with a focus on securities settlement, custody and reconciliation or middle/back-office operations.

  • Working knowledge of domestic and international equity, fixed income, and derivative products.

  • Demonstrated project management and organizational skills; must have the ability to prioritize and manage multiple projects effectively in a fast-paced environment.

  • Must have analytical thinking and problem solving abilities

  • Effective communication skills to set internal and external expectations.

  • Working knowledge of relational databases, Windows server environments and experience learning new technical tools.

  • Experience using XSLT, Python, XML and/or SQL is preferred.

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.

#LI-Eze

#LI-MB3

#CA-MB

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.

Top Skills

Python
SQL
XML
Xslt

SS&C Technologies Boston, Massachusetts, USA Office

50 Milk St, Boston, MA, United States, 02110

Similar Jobs

15 Days Ago
In-Office
Westwood, MA, USA
95K-106K Annually
Mid level
95K-106K Annually
Mid level
Agency • Greentech • Energy
The Specialist in Project Engagement collaborates with local stakeholders and manages project commitments while providing field support and impact analysis for electric system projects.
Top Skills: ExcelMicrosoft PowerpointMicrosoft Word
2 Days Ago
In-Office
Boston, MA, USA
72K-119K Annually
Mid level
72K-119K Annually
Mid level
Fintech • Insurance • Financial Services
The Assistant Marketing Manager will support marketing campaigns, leveraging digital media, analyzing campaign success, and managing internal relationships to drive engagement and sales in the insurance sector.
Top Skills: Gen AiLive SocialMarketoExcelMicrosoft PowerpointMicrosoft Word
2 Days Ago
In-Office
Boston, MA, USA
72K-119K Annually
Mid level
72K-119K Annually
Mid level
Fintech • Insurance • Financial Services
Support marketing strategies for John Hancock Insurance, manage campaigns, utilize Gen AI, and cultivate relationships for customer engagement.
Top Skills: Gen AiLive SocialMarketoMS Office

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account