Director – Managed Account Platform Operations, Services

🕒 Maio 20

🔔 Pennsylvania – Remoto

🔔 Pennsylvania – Remote

⏰ Tempo Integral

🔴 Especialista

⚙️ Operações

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SS&C Technologies

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1986

🏦 Bancário

💳 Fintech

Banking • Healthcare • Fintech

SS&C Technologies é líder global em tecnologia para serviços financeiros e saúde, reconhecida como a maior administradora independente de hedge funds e de private equity do mundo, além de a maior agente de transferência de fundos mútuos. A empresa oferece um portfólio abrangente de soluções, incluindo gestão de ativos, banking, saúde, seguros e wealth management, alavancando software proprietário e ampla expertise para atender às necessidades operacionais de clientes em diversos setores.

Descrição

• 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

🎯 Requisitos

• 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

🏖️ Benefícios

• medical, dental, and vision coverage • 401(k) plan with company match • paid time off, holidays, and parental leave • professional development reimbursement opportunity