Director – Managed Account Platform Operations, Services
Location
Pennsylvania
Posted
7 days ago
Salary
0
Seniority
Lead
Job Description
Director – Managed Account Platform Operations, Services
SS&C Technologies
• 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
Job 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
Benefits
- medical, dental, and vision coverage
- 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
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