SS&C
Retail Managed Account Outsourcing Services Manager
Boston, MA
May 22, 2025
Full-time
Full Job Description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Retail Managed Account Outsourcing Services Manager

Locations: Jacksonville, FL / Boston, MA | Hybrid

Get To Know Us:

SS&C is leading the way. We continue to look for todays and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few.

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
  • Your Future: 401k Matching Program, Professional Development Reimbursement
  • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
  • Training: Hands-On, Team-Customized, including SS&C University
  • Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

  • 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

What You Will Bring:

  • Archer IMS and APL software experience preferred
  • Undergraduate degree
  • 7-10 years of overall Operations experience/ 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
  • Excel proficiency and use of the Microsoft Office suite

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website: www.ssctech.com/careers.

#LI-MB3

#CA-MB

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

PDN-9ef8126e-844d-430d-bd15-ff8d9e5fc355
Job Information
Job Category:
Finance
Spotlight Employer
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Retail Managed Account Outsourcing Services Manager
SS&C
Boston, MA
May 22, 2025
Full-time
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