Senior Director, Wealth Operations

Posted 3 Days Ago
Be an Early Applicant
5 Locations
In-Office
Senior level
Fintech • Software
The Role
Leads the Wealth Operations function, including platform operations, complex wealth servicing, outsourced platforms, service delivery, risk, controls, and governance. Owns the operating strategy and large-scale transformation agenda, driving automation, AI adoption, workflow digitization, productivity, cost optimization, operational resilience, regulatory compliance, client satisfaction, and commercial outcomes. Partners with Technology, Product, and Commercial teams while developing leadership teams and succession pipelines.
Summary Generated by Built In

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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


Why You Will Love It Here!


  • Flexibility: Hybrid Work Model
  • Your Future: Professional Development Reimbursement including access to SS&C University
  • Work/Life Balance: Competitive holiday scheme
  • Your Wellbeing: Competitive benefits designed to support the wellbeing of our staff
  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
  • Training: Hands-On, Team-Customised throughout your career

 

What You Will Get To Do:


The Senior Director, Wealth Operations & Transformation is accountable for the strategic leadership, operational performance and transformation of the entire Wealth Operations function.


The role has responsibility for Wealth Platform Operations, Complex Wealth and High Net Worth client servicing, Outsourced Wealth Platform Operations, operational risk and control environments, and service delivery functions.

The role will lead the development of a scalable, technology-enabled operating model focused on operational excellence, client outcomes, automation, efficiency and sustainable growth

. 

.

  • Own end-to-end outsourced platform service delivery across operations (e.g. onboarding, trading, settlements, client servicing, reporting)
  • Provide executive leadership across all Wealth Operations functions
  • Own operational delivery for Wealth Platforms, Complex Wealth clients and Outsourced Wealth Platforms
  • Define and execute the Wealth Operations strategy and future-state operating model
  • Lead large-scale transformation programmes delivering automation, AI adoption, workflow digitisation and process simplification
  • Drive productivity improvements, cost optimisation and operational efficiency
  • Act as executive sponsor for strategic wealth clients and outsourced platform relationships 
  • Oversee regulatory compliance, operational resilience and risk management
  • Partner with Technology, Product and Commercial teams to shape future platform capabilities. 
  • Own operational governance, service performance, client satisfaction and commercial outcomes
  • Develop high-performing leadership teams and succession pipelines. 
  • Lead an enterprise-wide transformation agenda focused on automation, robotics, artificial intelligence, straight-through processing, workflow optimisation, data analytics and digital self-service capabilities
  • Deliver measurable reductions in cost, operational risk and manual effort whilst improving scalability, service quality and client experience

 

 

What You Will Bring:


  • Extensive senior leadership experience across Wealth Management, Wealth Platforms, Investment Administration or Asset Servicing
  • Proven experience leading complex operational environments
  • Experience leading large transformation programmes
  • Strong understanding of FCA regulated businesses, outsourced operating models
  • Executive stakeholder management
  • Experience in technology-enabled change

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.


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.




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.




Applications will be accepted on an ongoing basis until the position is filled.

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.

Skills Required

  • Extensive senior leadership experience across wealth management, wealth platforms, investment administration, or asset servicing
  • Proven experience leading complex operational environments
  • Experience leading large transformation programs
  • Strong understanding of FCA-regulated businesses
  • Experience with outsourced operating models
  • Executive stakeholder management experience
  • Experience in technology-enabled change

SS&C Technologies Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.

  • Leave & Time Off Breadth — Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
  • Retirement Support — Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
  • Equity Value & Accessibility — Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.

SS&C Technologies Insights

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The Company
HQ: Birmingham, AL
22,000 Employees
Year Founded: 1986

What We Do

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 22,000+ employees in over 150 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

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