• 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

• Review and transfer part information from TRIX sheets into associated STEPQ events • Perform daily surveillance and validation of TRIX sheets to ensure: - Data accuracy and completeness - Timely updates and submissions - Inspector adherence to established protocols • Support data consistency efforts across 25+ programs • Assist with process improvement initiatives to reduce duplicate data entry through MICCS integration and automation opportunities • Support event and workflow management activities across Inspection, Audit, and Engineering services, including: Creation and management of events/service requests, LTE management and tracking, monitoring and correcting event stages: Closure/Completion, In-Progress, Escalations • Updating and assigning associated requirements and tasks

• Serve as the strategic operations counterpart and senior advisor to the AMER VP of Field Marketing and her leadership team. Provide budget decision support, performance insights, pipeline forecast support and operational guidance. Provide enablement and training for the AMER Marketing team based on new tools & metrics • Own AMER reporting on pipeline contribution, campaign ROI, event performance, and funnel health. Oversee dashboards, KPI forecasting, and data audits in partnership with the analytics center of excellence. Deliver executive-ready insights and QBR materials for the VP and CMO organization • Contribute to the design, delivery, and iterations on new Veeam Agentic interfaces which will help optimize budget efficiency and signal-to-pipeline conversion across marketing. Translate intent, account, and engagement signals into prioritized account lists & further personalization, reallocate spend toward highest-yield programs, and surface real-time recommendations to field marketing and SDR leaders • Identify and remove operational friction across campaign execution, lead management, and reporting workflows designed by marketing operations center of excellence. Contribute to standardize processes across sub-regions while respecting local nuance • Partner with multiple internal teams (Sales Operations, Sales Excellence, CT, Sales Acceleration, Channel Marketing, Data Science, Data analytics etc.) to ensure data integrity, attribution accuracy, and consistent definitions across the AMER GTM motion • Support quarterly budget reviews preparation (QBRs), management meetings, budget reallocations, and ROI analysis. Ensure spend is tracked against plan and tied to outcomes • Lead AMER marketing planning cycle. Build and deliver Marketing-sourced and SDR-sourced pipeline creation targets by sub-region, segment, and channel. Model investment & organizational scenarios and align targets with capacity and revenue goals

• Support daily cash management, liquidity monitoring, and payment processing (wires, checks, FX) • Perform bank reconciliations and investigate discrepancies • Support claims-related financial activities, including loss funds, payments, and reporting • Assist with reinsurance trust account administration and compliance requirements • Process accounts payable transactions and maintain payment records • Support regulatory reporting, audits, and internal controls • Contribute to process improvements, automation initiatives, and system enhancements • Maintain records such as check registers and support uncashed check operational processes to escheatment.