Director – Managed Account Platform Operations, Services

🕒 May 20

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🔴 Lead

⚙️ Operations

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SS&C Technologies

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1986

🏦 Banking

💳 Fintech

Banking • Healthcare • Fintech

SS&C Technologies is a global leader in financial services and healthcare technology, recognized as the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. The company offers a comprehensive range of solutions including asset management, banking, healthcare, insurance, and wealth management, leveraging proprietary software and extensive expertise to meet the operational needs of clients across multiple industries.

📋 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

🎯 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