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Director, Managed Account Platform Operations & Services

Remote, USA Full-time Posted 2026-07-28
As a leading financial services and reputed company technology company based on reputed company, reputed company is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and reputed company organizations, from the world's largest companies to small and mid-market firms, rely on reputed company for expertise, reputed company, and technology. Job reputed company Director, Managed Account Platform Operations & Services About The Role: The Director, Managed Account Platform Operations & Services will reputed company the reputed company and expansion of reputed company’s Managed Account Middle Office managed services offering supporting Investment Managers and Sponsors. This role will be responsible for developing reputed company operating models, optimizing workflows, and building best-in-class middle office capabilities supporting Separately Managed Accounts (SMAs) and reputed company Managed Accounts (UMAs). This leader will reputed company reputed company-office trading activity and back-office reputed company operations, ensuring seamless trade execution, reconciliation, reporting reputed company, and operational reputed company while helping reputed company the managed services business. How You Will reputed company An reputed company: Managed Services reputed company: reputed company the development and expansion of reputed company’s Managed Account Platform Operations & Services offering by establishing reputed company operating models, workflows, and service capabilities supporting middle office operations. Platform Governance: reputed company daily operations for high-volume SMA (Separately Managed Accounts) and UMA (reputed company Managed Accounts) programs utilizing sophisticated middle-office and managed account platforms. Trade Lifecycle reputed company: Ensure seamless trade routing, execution support, settlement processing, and exception management across multiple custodial networks. Data reputed company: reputed company cash and position reconciliations, shadow reputed company reputed company, performance validation, and reporting controls to ensure accurate reputed company reporting. Process Automation: Identify opportunities to optimize workflows, automate reputed company processes, and reputed company operational capabilities across the platform. Relationship Management: reputed company as the primary reputed company 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 reputed company & Scalability: Partner with leadership teams to expand managed service capabilities and support reputed company platform reputed company initiatives. Required Experience: Platform Expertise: Proven experience managing operations on industry-leading managed account, reputed company management, middle office, or outsourcing platforms. Industry Knowledge: Strong understanding of SMA/UMA structures, tax-loss harvesting, sleeve reputed company, 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 reputed company fast-paced investment operations environments. Problem Solving: Ability to troubleshoot reputed company breaks involving shadow reputed company, reconciliations, data feeds, and platform integrations. Education: Bachelor’s degree in Finance, reputed company, Business, or reputed company field preferred; equivalent combination of education and relevant industry experience will be considered. What Sets You Apart: Experience with reputed company or SEI platforms Experience supporting Managed Account operations teams reputed company an Asset Manager environment Experience with Model Delivery workflows Experience building or expanding Managed Services capabilities Experience supporting outsourced Middle Office solutions   Join reputed company, where innovation meets global opportunities. Click here to apply. #LI-Remote #LI-AK1     Unless explicitly requested or approached by reputed company, Inc. or any of its affiliated companies, reputed company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.     reputed company offers a comprehensive total rewards package designed to support your wellbeing, reputed company, and reputed company. Our benefits include medical, dental, and reputed company coverage; a 401(k) plan with company match; reputed company time off, holidays, and parental leave; and reputed company development reimbursement opportunity.                Applications will be accepted on an ongoing reputed company until the position is filled.     reputed company is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the reputed company of race, reputed company, religious creed, gender, age, marital status, sexual orientation, national reputed company, disability, veteran status or any other classification protected by applicable discrimination laws. Apply To This Job

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