Director – Managed Account Platform Operations, Services

🕒 il y a 20 jours

🔔 Pennsylvania – Distant

🔔 Pennsylvania – Remote

⏰ Temps Plein

🔴 Expert

⚙️ Opérations

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SS&C Technologies

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1986

🏦 Banque

💳 Fintech

Banking • Healthcare • Fintech

SS&C Technologies est un leader mondial dans le domaine des services financiers et des technologies de santé, reconnue comme le plus grand administrateur indépendant de fonds spéculatifs et de fonds de capital-investissement, ainsi que la plus grande agence de transfert de fonds communs de placement au monde. L'entreprise propose une gamme complète de solutions, comprenant la gestion d'actifs, les services bancaires, la santé, l'assurance et la gestion de patrimoine, en utilisant des logiciels propriétaires et une vaste expertise pour satisfaire les besoins opérationnels des clients dans divers secteurs.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

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