SS&C
Financial Services
Director,ManagedAccountPlatformOperations&Services
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“Director, Managed Account Platform Operations & Services at SS&C. Skills: Managed services, Middle office operations, Platform operations. Lead the development and expansion of SS&C’s Managed. Establish scalable operating models, workflows, and service capabilities”
What You'll Achieve.
Scale the managed services business
Industry & Context.
Troubleshoot complex breaks
What They're Looking For.
Must Have
Bachelor's degree in Finance, Accounting, Business, or related field, Equivalent combination of education and relevant industry experience
Nice to Have
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
What You'll Do.
Lead the development and expansion of SS&C’s Managed
Establish scalable operating models
and service capabilities
Direct daily operations for high-volume SMA and UMA
Ensure seamless trade routing
settlement processing
Lead cash and position reconciliations
Oversee shadow accounting
Ensure reporting controls
Identify opportunities to optimize workflows
Automate manual processes
Scale operational capabilities
Act as the primary liaison between Portfolio Managers
Monitor GIPS compliance
Monitor investment mandate adherence
Monitor operational controls
Monitor risk management processes
Partner with leadership teams to expand managed service
Support future platform growth initiatives
How You'll Work.
Team & Collaboration
Cross-functional teams; Leadership teams
Full Job Description
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 opportun
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