Retail Managed Account Outsourcing Services Manager

Lead and implement retail SMA workflows on the SS&C platform along with supporting operational daily workflows for Asset Managers participating on managed Account platforms. Develop and manage a team to support the oversight of outsourced operational functions as well as resolve any outstanding issues with the client’s account at the sponsor/custodian. Ensure operational functions and regulatory requirements are completed in adherence with policy and guidelines. Engage with internal partners to develop and expand this critical business including the implementation of new industry vendors related to order management. Drive the strategic vision within Operations to support the addition of new strategies and sponsors while implementing processes to efficiently, through scale, absorb increased volume. Document procedures and controls as well as Key Process Indicators tracking the performance of relevant parties and risk elements. Preferred experience with Archer IMS and APL software. Requires undergraduate degree, 7-10 years of overall Operations experience including Transition Operation /fixed income and/or middle office experience (account onboarding, order placement, trade execution and settlement, and reconciliation), 3+ years of people management experience, and proficiency in Excel and Microsoft Office suite.