SMA Sponsor and Product Implementation Manager
About The Position
The SMA Sponsor Engagement & Product Implementation Manager leads sponsor engagement and manages end-to-end implementation of new and existing SMA products. The role is the primary point of contact for sponsor relationships, responsible for effective communication, issue resolution, and partnership growth, while driving operational excellence in product onboarding and support. The manager leads implementations of new SMA products, enhancements, and initiatives from concept through launch. They partner with internal teams to define requirements, timelines, and deliverables; manage project plans and risks; and ensure operational processes, documentation, and systems are ready to support account setup, trading, reconciliation, and reporting. The role also identifies process improvements, applies technology and best practices, and maintains knowledge of industry trends, regulatory requirements, and the competitive landscape. The successful candidate demonstrates teamwork, intellectual curiosity, integrity, and client-centricity, and brings expertise in technology, relationship management, and cross-functional leadership. The role is based in San Antonio, Texas.
Requirements
- Bachelor’s degree in Business, Finance, or a related field.
- At least 5 years of experience in product implementation, project management, or operations within asset management or financial services.
- Experience with InvestCloud APL and sponsor interfaces.
- Demonstrated experience with AI, RPA, or similar technologies in an operational context.
- Excellent communication, interpersonal, and organizational skills.
- High integrity, accountability, and attention to detail.
- Intellectual curiosity and a proactive approach to problem-solving.
- Ability to build trust with senior sponsor contacts, navigate difficult conversations, manage escalations, and communicate solutions proactively.
- Ability to take ownership of issues through resolution and bridge sales, investments, technology, and operations to drive outcomes.
Nice To Haves
- An advanced degree or relevant certifications.
- Experience with SMA or similar products.
Responsibilities
- Lead sponsor engagement and build and maintain strong relationships with senior sponsor contacts.
- Proactively identify opportunities to deepen sponsor partnerships and manage escalations or complex issues.
- Lead implementation of new SMA products, enhancements, and initiatives from concept through launch.
- Collaborate with Product, Technology, Legal, Compliance, Client Service, and Sales to define requirements, timelines, and deliverables.
- Develop and manage detailed project plans, track progress, and proactively address risks or issues.
- Ensure operational processes, documentation, and systems are in place to support SMA products, including account setup, trading, reconciliation, and reporting.
- Identify opportunities to improve process efficiency by leveraging technology and best practices.
- Maintain an understanding of industry trends, regulatory requirements, and the competitive landscape related to SMA products.
- Foster a team-oriented, inclusive, and collaborative environment in line with AB’s values.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
