Collaborate with clients to understand business requirements, design and configure products, automate optimized workflow.
Manage time to deliver critical components and maximize client satisfaction.
Prepare system and data transition plans, and complete migration involving historical data take-on.
Execute implementation tasks, collaborate and communicate project status with internal and external stakeholders.
Lead hands-on training sessions, troubleshoot issues, provide technical support during go-live events.
Develop custom reports, conversion tools, and system integration mappings.
Deliver high-quality consulting services as part of implementation projects, build strong relationships with clients and internal teams to drive client satisfaction and continuous improvement.
Need to work independently and in a team, with flexibility to travel and adapt to changing work hours.

Bachelor's or Master's degree in a related field (finance, accounting) is required.
9+ years of client experience in the financial services industry is required.
Solid working knowledge of asset management and client back office workflow and operations are required.
Familiarity with the general ledger is required.
Working knowledge of Advent’s Geneva or expertise with similar applications is required.
Strong troubleshooting and reasoning skills.
Ability to effectively and efficiently manage time to maximize productivity.
Ability to learn quickly and independently by gathering information from a variety of sources to acquire the knowledge needed to complete assigned tasks.
Strong communication skills.
The ability to present information to both technical and nontechnical individuals.
Ability to be self-directed and work independently.
Ability to travel up to 50% of time.

Senior Consultant

Key skills