Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Senior Director, 529 Product Strategy & Market Solutions (PA-UID-PROD-Q4-N002) role.

Rezi rewrites your resume against SS&C Technologies's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Senior Director, 529 Product Strategy & Market Solutions (PA-UID-PROD-Q4-N002) posting at SS&C Technologies — free, in seconds.

About the Role

SS&C is seeking an experienced 529 industry leader to shape the strategy, development, and growth of our 529 education savings solutions. This role will serve as a senior subject-matter expert, bringing deep knowledge of the 529 market, transfer agency and recordkeeping operations, and the broader education savings ecosystem. You will translate complex market, regulatory, operational, and client needs into innovative, scalable product capabilities, advancing SS&C's 529 product strategy, strengthening client relationships, enhancing competitive differentiation, and identifying opportunities for long-term growth.

Responsibilities

Serve as a senior subject-matter expert on the 529 market, including state-sponsored programs, transfer agency, recordkeeping, transaction processing, tax reporting, participant servicing, and distribution models.
Monitor regulatory, legislative, and industry developments to inform strategic decisions.
Partner with Product leadership to define and advance SS&C's 529 product vision, translating client, market, regulatory, and operational needs into prioritized, scalable product capabilities.
Collaborate with Technology and Operations to address complex 529 processing requirements, including account ownership and registration, trading, contributions, distributions, money movement, tax reporting, and program-specific workflows.
Identify opportunities for automation, operational efficiency, and improved user experiences.
Engage with state sponsors, program managers, investment managers, distributors, consultants, and other industry stakeholders to understand evolving needs, influence product priorities, and support strategic client relationships.
Partner with Sales and Relationship Management on strategic opportunities, including RFPs, renewals, competitive pursuits, and new business development.
Articulate SS&C's 529 value proposition and identify opportunities for expanded products, services, partnerships, and revenue streams.
Evaluate industry trends, emerging technologies, competitive offerings, and evolving distribution models to identify market opportunities, inform investment decisions, and strengthen SS&C's competitive positioning.
Help drive product adoption, client retention, operational scalability, participant and advisor experience improvements, and profitable growth by aligning product investments with meaningful market and client needs.

Requirements

Significant experience in the 529 or education savings industry, with deep knowledge of the 529 market structure, state-sponsored programs, and end-to-end program administration.
Strong expertise in transfer agency and recordkeeping operations, including transaction processing, trading, account ownership and registration, tax reporting, and program-specific operational requirements.
Comprehensive understanding of the 529 ecosystem, including state sponsors, program managers, investment managers, fund complexes, transfer agents, broker-dealers, aggregators, distributors, and financial advisors.
Demonstrated ability to translate complex regulatory, operational, client, and market requirements into product strategies, technology solutions, and scalable operational capabilities.
Experience collaborating across Product, Technology, Operations, Sales, and client-facing teams to influence strategic priorities and deliver business outcomes.
Strong commercial and strategic acumen, with the ability to evaluate market opportunities, competitive differentiation, client value, product investments, and growth potential.
Exceptional executive communication, presentation, and relationship management skills, with the credibility to engage senior leadership, clients, prospects, and industry stakeholders.

Skills

529 market
Transfer agency operations
Recordkeeping operations
Product strategy
Industry solutions
Regulatory analysis
Technology solutions
Operational efficiency
Client relationship management
Commercial acumen
Strategic planning
Market intelligence
Competitive analysis
Product management
Solution design
Financial technology

Location

Kansas City, MO (hybrid)
Boston, MA (hybrid)
NYC (hybrid)
Kansas (remote)
Massachusetts (remote)
Missouri (remote)
New York (remote)

Work Type

Hybrid
Remote

Experience Level

Senior

Salary/Compensations

New York: $150,000 - $230,000 USD
Massachusetts: $150,000 - $230,000 USD

Benefits

Medical coverage
Dental coverage
Vision coverage
401(k) plan with company match
Paid time off
Holidays
Parental leave
Professional development reimbursement

About the Company

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 rely on SS&C for expertise, scale, and technology.
SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations.
Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

Equal Opportunity

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.