Manager – Broker Account Monitoring

Job not on LinkedIn

🔥 3 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

👻 Ghost score 12%

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Logo of StarCompliance

StarCompliance

201 - 500 employees

🏥 Healthcare

🛡️ Insurance

💼 Consulting

💰 Venture Round on 2020-12

Healthcare • Insurance • Consulting

StarCompliance is a provider of compliance solutions designed to manage and mitigate risk for companies across various industries, including financial services, pharmaceuticals, healthcare, and more. The company offers a comprehensive platform that includes solutions for managing employee conflicts of interest, personal trading, political donations, and incident management. Their platform supports compliance teams by centralizing and streamlining compliance processes with easy-to-use tools for reporting, monitoring, and analytics. StarCompliance also provides specialized services to ensure compliance with global accountability regimes, fortifying employee accountability and competency. Their solutions are cloud-ready, scalable, and provide on-demand configurability to meet the evolving regulatory requirements of a global workforce. StarCompliance is trusted by organizations around the world to uphold ethical and regulatory standards and protect company reputation.

📋 Description

• Work with existing and new customers, brokers, aggregators, and operational, product, and data teams • Streamline and optimize broker data feed activation • Improve feed data quality • Manage account activation and deactivation • Monitor data ingestion and resolve issues • Ensure frictionless implementations and ongoing optimization of integrations ingesting transactions and holdings across asset classes • Curate broker account integration and connectivity as a product • Collaborate with product managers to build features reducing customer and compliance-team effort • Develop optimal mixes of direct feeds, aggregators, and SDE for customers • Develop market positioning and differentiation for Broker Management and represent its value proposition during sales • Expand direct broker relationships and aggregator account availability • Partner with relationship managers and SSEs on customer cadence, communications, QBRs, optimization, performance, issues, and requests • Collaborate with the Data Team on feed optimization, customer onboarding, and monitoring-system development • Maintain and expand broker information documentation in Star Tools • Document broker feed setup requirements and update implementation playbooks • Establish and maintain Star Preferred Broker criteria and monitor broker performance • Work with the Data Team on new feed setup • Maintain relationships with existing brokers and ensure current feed-process documentation and account availability • Support Star Preferred Broker participation in promotions, events, articles, and webinars • Evaluate aggregators and maintain relationships, terms, and account availability • Audit SDE accounts and optimize them to aggregator or direct feeds where appropriate • Manage optimization processes and report outcomes to customers

🎯 Requirements

• Experience within financial services, regtech, compliance, surveillance, or similarly regulated domains • Strong commercial instincts — ability to connect technical investment to customer value and business outcomes • Experience of SaaS sales and understanding of SaaS industry standards and sales approaches • Familiarity with compliance-led buying cycles influenced by regulatory pressure, risk mitigation and audit requirements • High standard of personal integrity and ethical conduct • Senior-level experience appropriate for the role

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