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.

Responsibilities

• 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 opportunities to optimize workflows, automate manual processes, and scale operational capabilities across the platform.
• Relationship Management: Act as the primary liaison between Portfolio Managers, Asset Managers, Custodians, and outsourced service providers.
• Compliance & Risk: Monitor GIPS compliance, investment mandate adherence, operational controls, and risk management processes.
• Business Growth & Scalability: Partner with leadership teams to expand managed service capabilities and support future platform growth initiatives.

Requirements

• Platform Expertise: Proven experience managing operations on industry-leading managed account, wealth management, middle office, or outsourcing platforms.
• Industry Knowledge: Strong understanding of SMA/UMA structures, tax-loss harvesting, sleeve accounting, and managed account operating models.
• Managed Services Leadership: Experience building, transforming, or scaling managed services, outsourced operating models, or middle office organizations.
• Leadership: Experience managing multi-disciplinary teams within fast-paced investment operations environments.
• Problem Solving: Ability to troubleshoot complex breaks involving shadow accounting, reconciliations, data feeds, and platform integrations.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field preferred; equivalent combination of education and relevant industry experience will be considered.

Skills

• 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

Benefits

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.