Director, Managed Account Platform Operations & Services
About The Position
The Director, Managed Account Platform Operations & Services will lead the buildout and expansion of SS&C’s Managed Account Middle Office managed services offering supporting Investment Managers and Sponsors. This role will be responsible for developing scalable operating models, optimizing workflows, and building best-in-class middle office capabilities supporting Separately Managed Accounts (SMAs) and Unified Managed Accounts (UMAs). This leader will bridge front-office trading activity and back-office accounting operations, ensuring seamless trade execution, reconciliation, reporting integrity, and operational excellence while helping scale the managed services business.
Requirements
- Proven experience managing operations on industry-leading managed account, wealth management, middle office, or outsourcing platforms.
- Strong understanding of SMA/UMA structures, tax-loss harvesting, sleeve accounting, and managed account operating models.
- Experience building, transforming, or scaling managed services, outsourced operating models, or middle office organizations.
- Experience managing multi-disciplinary teams within fast-paced investment operations environments.
- Ability to troubleshoot complex breaks involving shadow accounting, reconciliations, data feeds, and platform integrations.
- Bachelor’s degree in Finance, Accounting, Business, or related field preferred; equivalent combination of education and relevant industry experience will be considered.
Nice To Haves
- Experience with Archer or SEI platforms
- Experience supporting Managed Account operations teams within an Asset Manager environment
- Experience with Model Delivery workflows
- Experience building or expanding Managed Services capabilities
- Experience supporting outsourced Middle Office solutions
Responsibilities
- Lead the development and expansion of SS&C’s Managed Account Platform Operations & Services offering by establishing scalable operating models, workflows, and service capabilities supporting middle office operations.
- Direct daily operations for high-volume SMA (Separately Managed Accounts) and UMA (Unified Managed Accounts) programs utilizing sophisticated middle-office and managed account platforms.
- Ensure seamless trade routing, execution support, settlement processing, and exception management across multiple custodial networks.
- Lead cash and position reconciliations, shadow accounting oversight, performance validation, and reporting controls to ensure accurate client reporting.
- Identify opportunities to optimize workflows, automate manual processes, and scale operational capabilities across the platform.
- Act as the primary liaison between Portfolio Managers, Asset Managers, Custodians, and outsourced service providers.
- Monitor GIPS compliance, investment mandate adherence, operational controls, and risk management processes.
- Partner with leadership teams to expand managed service capabilities and support future platform growth initiatives.
Benefits
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Director
