Judy E. Nelson in

Judy E. Nelson

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Chief Operating Officer at SS&C Technologies
📍 Greater Philadelphia, United States

With over 30 years in financial services, Judy E. Nelson serves as the Chief Operating Officer for SS&C Technologies Retirement Services. She specializes in leveraging technology and enhancing business processes to boost client experience and profitability. Her background includes executive programs at Harvard Business School and The Wharton School.

Outside of her core responsibilities, Judy is deeply engaged in her professional community. She actively participates in industry leadership events, such as the Deloitte University Retirement Industry Roundtable, and collaborates with peers to drive strategic initiatives and shape the future of retirement services.

Unique fact: Judy is a four-time winner of the prestigious J. D. Power Award and has been named "Call Center Executive of the Year. "

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Experience
12 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
Greater Philadelphia, United States
Personality Overview

How Judy shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Judy cares about

Retirement Innovation
Her current role is focused on retirement services, and she recently announced a new technology innovation for plan onboarding to enhance the client experience at SS&C.
Client Experience
A core theme throughout her career, she focuses on creating technology solutions and business processes that deliver outstanding client experiences and organizational efficiency.
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Career

Work history

10-2022
Chief Operating Officer
SS&C Technologies
5-2020
Head of the US Retirement Services Business
Tata Consultancy Services
11-2018 - 5-2020
Managing Partner
Tata Consultancy Services Limited
1-2016 - 11-2018
Managing Consultant
BridgePoint Group, LLC
1-2013 - 1-2016
President, Consultant
J.E. Nelson LLC
In the press

Media appearances

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Education
1995 - 1997
Executive Leadership and Management Program
Harvard Business School
1990 - 1993
Executive Leadership and Management Program
The Wharton School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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