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About the Role
The Senior Director, Wealth Operations & Transformation is accountable for the strategic leadership, operational performance, and transformation of the entire Wealth Operations function, focusing on a scalable, technology-enabled operating model for operational excellence, client outcomes, automation, efficiency, and sustainable growth.
Responsibilities
- 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
Requirements
- 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
Work Type
- Hybrid Work Model
Experience Level
- Senior leadership experience
- Senior Director
Benefits
- Professional Development Reimbursement including access to SS&C University
- Competitive holiday scheme
- Competitive benefits designed to support the wellbeing of our staff
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, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Equal Opportunity
- 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.
- 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.