Asset Manager Platform Enablement Coordinator

SS&C Technologies•Denver, CO

6d•$90,000 - $100,000•Hybrid

About The Position

The Asset Manager Platform Enablement Coordinator is the inside operator for BDIM's Model Marketplace. The Relationship Manager, Asset Manager Platform sources and signs asset manager partners and owns the external relationship. This seat makes each partner real on the platform: onboarded cleanly, configured correctly in the Model Marketplace Administrative UX (MMADMIN), supplied with current content, and supported once RIAs begin subscribing to their models. The thesis behind the seat is capacity. The Model Marketplace only scales if the cost of adding and maintaining a manager falls as the stable grows. That happens through disciplined use of the tooling we have built, a repeatable onboarding playbook, and a single point of accountability for the operational and content work that would otherwise land on the Relationship Manager, Product, or Engineering. You will be the most fluent user of MMADMIN in the firm and the person every manager and every subscribing RIA can count on to get an answer.

Requirements

2 to 5 years in asset management operations, TAMP or platform operations, marketing operations, or client service in wealth management
Working knowledge of SMA and model delivery basics: how model providers deliver, how RIAs consume, and where the handoffs break
Demonstrated comfort as a power user of administrative software: configuration, data hygiene, exception handling, and the discipline to document what you do
Clear, precise writing; you will edit manager collateral and write RIA-facing material that has to survive compliance review
Strong project coordination: multiple manager onboardings in parallel, each with a cross-functional dependency chain, without dropping steps
Familiarity with marketing compliance review processes for investment content
Builder temperament: this is a new seat on a new platform, and the playbook is partly yours to write

Nice To Haves

Experience with Black Diamond, a CRM such as Salesforce or HubSpot, and basic data skills (Excel at a minimum; SQL is a plus)

Responsibilities

Model Marketplace administration (MMADMIN power user)
Configure and maintain manager, strategy, and model records in MMADMIN: profiles, model definitions, fee schedules, minimums, entitlements, and marketplace visibility
Monitor model update and rebalance workflows, exception queues, and data quality across the marketplace; resolve what can be resolved at the admin layer and escalate cleanly what cannot
Own the RIA subscription lifecycle from request through activation, changes, and offboarding
Document admin procedures and maintain the runbook so the marketplace operates the same way regardless of who is at the keyboard
Serve as the primary feedback channel into Product and Engineering: log defects, prioritize enhancement requests from the perspective of managers and RIAs, and participate in acceptance testing of MMADMIN releases
Manager onboarding execution
Run the onboarding checklist end to end for every new partner across SMA (Model-Delivered and Manager-Traded) and ETF/Mutual Fund programs once the Relationship Manager has closed the commercial conversation
Coordinate the cross-functional sequence: contract execution handoff from Legal, Manager Research due diligence packet, model delivery and data feed setup, trading and operations readiness, marketplace listing, and go-live sign-off
Track time-to-onboard and root-cause delays; own the standard and improve it release over release
Build and maintain the manager-facing onboarding kit (requirements, templates, timelines, contacts) so partners know exactly what we need and when
Content and marketing coordination
Collect, standardize, and version manager collateral for the marketplace: strategy fact sheets, commentary, pitch decks, performance disclosures, and marketplace listing copy
Route all manager and co-branded content through Compliance review and maintain the audit trail
Keep the marketplace content current: track refresh cadences by manager, chase stale material, and report content freshness as a platform metric
Assemble wholesaler enablement kits with the Relationship Manager: talking points, platform walkthroughs, and "models on Black Diamond" collateral partner sales teams can carry into RIA coverage
Coordinate the joint marketing calendar with partners: webinars, conference presence, co-marketing campaigns, and platform announcements to subscribing RIAs
RIA subscriber enablement and support
Act as first-line support for RIAs subscribing to marketplace models: subscription questions, model availability, content requests, and workflow guidance
Deliver and maintain RIA-facing training material on discovering, evaluating, and subscribing to models
Capture RIA feedback on managers, content, and platform experience and feed it to the Relationship Manager, Manager Research, and Product
Inside support to the Relationship Manager, Asset Manager Platform
Maintain the partner pipeline and onboarding status in the CRM and produce the weekly partnerships status report
Prepare partner meeting materials, follow-up items, and program reporting (managers onboarded, subscriptions, assets, content status)
Handle recurring partner correspondence and requests so the Relationship Manager's time stays on sourcing, distribution enablement, and revenue