As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Director, Managed Account Platform Operations & Services
About The Role:
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.
How You Will Make An Impact:
- Managed Services Buildout: 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.
- Platform Governance: Direct daily operations for high-volume SMA (Separately Managed Accounts) and UMA (Unified Managed Accounts) programs utilizing sophisticated middle-office and managed account platforms.
- Trade Lifecycle Oversight: Ensure seamless trade routing, execution support, settlement processing, and exception management across multiple custodial networks.
- Data Integrity: Lead cash and position reconciliations, shadow accounting oversight, performance validation, and reporting controls to ensure accurate client reporting.
- Process Automation: Identify opportunities to optimize workflows, automate manual processes, and scale operational capabilities across the platform.
- Relationship Management: Act as the primary liaison between Portfolio Managers, Asset Managers, Custodians, and outsourced service providers.
- Compliance & Risk: Monitor GIPS compliance, investment mandate adherence, operational controls, and risk management processes.
- Business Growth & Scalability: Partner with leadership teams to expand managed service capabilities and support future platform growth initiatives.
Required Experience:
- Platform Expertise: Proven experience managing operations on industry-leading managed account, wealth management, middle office, or outsourcing platforms.
- Industry Knowledge: Strong understanding of SMA/UMA structures, tax-loss harvesting, sleeve accounting, and managed account operating models.
- Managed Services Leadership: Experience building, transforming, or scaling managed services, outsourced operating models, or middle office organizations.
- Leadership: Experience managing multi-disciplinary teams within fast-paced investment operations environments.
- Problem Solving: Ability to troubleshoot complex breaks involving shadow accounting, reconciliations, data feeds, and platform integrations.
- Education: Bachelor’s degree in Finance, Accounting, Business, or related field preferred; equivalent combination of education and relevant industry experience will be considered.
What Sets You Apart:
- 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
Join SS&C, where innovation meets global opportunities. Click here to apply.
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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Applications will be accepted on an ongoing basis until the position is filled.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
