Director - Client Project Management and Implementation

SS&C Technologies; Windsor (CT); Hybrid; USD 160,000 - 230,000; Full time

Job summary

SS&C Technologies in Windsor/Boston is seeking a Director of Insurance Implementation and Onboarding to lead client implementations of our Singularity platform, focusing on investment operations and accounting for insurance clients. You will drive end-to-end projects, governance, and an exceptional client experience while coordinating cross-functional teams.

You will partner with clients and internal teams, manage multiple programs, and provide subject matter guidance on investment accounting

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• Significant experience in program or project management within financial services implementations.
• Strong background in investment accounting; insurance industry experience highly preferred.
• Experience with public and private investments (fixed income, equities, derivatives, FX, and commercial loans).
• Proven ability to manage complex projects and high-pressure client environments.
• Excellent communication with senior stakeholders; strong analytical and risk management skills.
• Ability to manage multiple priorities with attention to detail and time management.

Responsibilities

• Lead end-to-end client implementations of the Singularity platform for insurance investment operations and accounting.
• Drive structured project plans, governance, and execution to ensure successful onboarding and high client satisfaction.
• Manage multiple implementation projects simultaneously, including oversight of project teams and resources.
• Serve as the primary point of contact between clients and SS&C teams (product, development, operations).
• Build and maintain strong relationships with client stakeholders, including leading project reviews and executive updates.
• Conduct business analysis, workflow reviews, and operational assessments to support implementation success.
• Provide subject matter expertise and consult clients on best practices within investment accounting and operations.
• Support pre-sales initiatives and contribute to ongoing product and implementation methodology improvements.

Skills

Project management

Investment accounting

Insurance industry experience

Stakeholder engagement

Communication skills

Education

Bachelor's degree in Accounting, Finance, Economics, or related field

Job description

Director, Insurance Implementation and Onboarding

Locations: Windsor, CT (Hybrid), Boston, MA (Hybrid)

About the Role

SS&C is seeking a Director of Insurance Implementation and Onboarding to lead client implementations of our Singularity platform, supporting investment operations and accounting for insurance firms. This role will drive complex, high-impact projects, ensuring seamless onboarding, strong governance, and exceptional client experience.

You will serve as a strategic partner to clients and internal stakeholders, leading implementation efforts, managing project teams, and contributing to the continued evolution and success of SS&C Singularity.

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and healthcare operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to large-scale implementations and enterprise-level client engagements.

How You Will Make an Impact

• Lead end-to-end client implementations of the Singularity platform for insurance investment operations and accounting
• Drive structured project plans, governance, and execution to ensure successful onboarding and high client satisfaction
• Manage multiple implementation projects simultaneously, including oversight of project teams and resources
• Serve as the primary point of contact between clients and SS&C teams (product, development, operations)
• Build and maintain strong relationships with client stakeholders, including leading project reviews and executive updates
• Conduct business analysis, workflow reviews, and operational assessments to support implementation success
• Provide subject matter expertise and consult clients on best practices within investment accounting and operations
• Support pre-sales initiatives and contribute to ongoing product and implementation methodology improvements

Required Experience

• Bachelor’s degree in Accounting, Finance, Economics, or a related field
• Significant experience in program or project management within financial services implementations
• Strong background in investment accounting, with insurance industry experience highly preferred
• Experience with public and private investments, including fixed income, equities, derivatives, FX, and commercial loans
• Proven ability to manage complex projects and high-pressure client environments
• Strong analytical, problem-solving, and risk management skills
• Excellent communication skills with the ability to engage senior stakeholders
• Ability to manage multiple priorities with strong attention to detail and time management

What Sets You Apart

• Direct experience with insurance investment operations and accounting platforms
• Experience leading large-scale system implementations or outsourcing transitions
• Strong consulting mindset with the ability to influence and guide clients
• Experience contributing to process improvement and implementation methodologies
• Demonstrated leadership experience managing project teams and cross-functional stakeholders

Join SS&C, where innovation meets global opportunities.