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

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

Director – Managed Account Platform Operations, Services

Key skills