Asset Manager Platform Enablement Coordinator

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

Job Title: Asset Manager Platform Enablement Coordinator  

Locations: Denver CO or Jacksonville FL – Hybrid 6x a month

About the Role

The Asset Manager Platform Enablement Coordinator is the inside operator for BDIM's Model Marketplace. The Relationship Manager, Asset Manager Platform sources and signs asset manager partners and owns the external relationship. This seat makes each partner real on the platform: onboarded cleanly, configured correctly in the Model Marketplace Administrative UX (MMADMIN), supplied with current content, and supported once RIAs begin subscribing to their models.

The thesis behind the seat is capacity. The Model Marketplace only scales if the cost of adding and maintaining a manager falls as the stable grows. That happens through disciplined use of the tooling we have built, a repeatable onboarding playbook, and a single point of accountability for the operational and content work that would otherwise land on the Relationship Manager, Product, or Engineering. You will be the most fluent user of MMADMIN in the firm and the person every manager and every subscribing RIA can count on to get an answer.

Why Join SS&C

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.

How You Will Make an Impact 

Model Marketplace administration (MMADMIN power user)

·       Configure and maintain manager, strategy, and model records in MMADMIN: profiles, model definitions, fee schedules, minimums, entitlements, and marketplace visibility

·       Monitor model update and rebalance workflows, exception queues, and data quality across the marketplace; resolve what can be resolved at the admin layer and escalate cleanly what cannot

·       Own the RIA subscription lifecycle from request through activation, changes, and offboarding

·       Document admin procedures and maintain the runbook so the marketplace operates the same way regardless of who is at the keyboard

·       Serve as the primary feedback channel into Product and Engineering: log defects, prioritize enhancement requests from the perspective of managers and RIAs, and participate in acceptance testing of MMADMIN releases

Manager onboarding execution

·       Run the onboarding checklist end to end for every new partner across SMA (Model-Delivered and Manager-Traded) and ETF/Mutual Fund programs once the Relationship Manager has closed the commercial conversation

·       Coordinate the cross-functional sequence: contract execution handoff from Legal, Manager Research due diligence packet, model delivery and data feed setup, trading and operations readiness, marketplace listing, and go-live sign-off

·       Track time-to-onboard and root-cause delays; own the standard and improve it release over release

·       Build and maintain the manager-facing onboarding kit (requirements, templates, timelines, contacts) so partners know exactly what we need and when

Content and marketing coordination

·       Collect, standardize, and version manager collateral for the marketplace: strategy fact sheets, commentary, pitch decks, performance disclosures, and marketplace listing copy

·       Route all manager and co-branded content through Compliance review and maintain the audit trail

·       Keep the marketplace content current: track refresh cadences by manager, chase stale material, and report content freshness as a platform metric

·       Assemble wholesaler enablement kits with the Relationship Manager: talking points, platform walkthroughs, and "models on Black Diamond" collateral partner sales teams can carry into RIA coverage

·       Coordinate the joint marketing calendar with partners: webinars, conference presence, co-marketing campaigns, and platform announcements to subscribing RIAs

RIA subscriber enablement and support

·       Act as first-line support for RIAs subscribing to marketplace models: subscription questions, model availability, content requests, and workflow guidance

·       Deliver and maintain RIA-facing training material on discovering, evaluating, and subscribing to models

·       Capture RIA feedback on managers, content, and platform experience and feed it to the Relationship Manager, Manager Research, and Product

Inside support to the Relationship Manager, Asset Manager Platform

·       Maintain the partner pipeline and onboarding status in the CRM and produce the weekly partnerships status report

·       Prepare partner meeting materials, follow-up items, and program reporting (managers onboarded, subscriptions, assets, content status)

·       Handle recurring partner correspondence and requests so the Relationship Manager's time stays on sourcing, distribution enablement, and revenue

Required Experience

·       2 to 5 years in asset management operations, TAMP or platform operations, marketing operations, or client service in wealth management

·       Working knowledge of SMA and model delivery basics: how model providers deliver, how RIAs consume, and where the handoffs break

·       Demonstrated comfort as a power user of administrative software: configuration, data hygiene, exception handling, and the discipline to document what you do

·       Clear, precise writing; you will edit manager collateral and write RIA-facing material that has to survive compliance review

·       Strong project coordination: multiple manager onboardings in parallel, each with a cross-functional dependency chain, without dropping steps

·       Familiarity with marketing compliance review processes for investment content

·       Preferred: experience with Black Diamond, a CRM such as Salesforce or HubSpot, and basic data skills (Excel at a minimum; SQL is a plus)

·       Builder temperament: this is a new seat on a new platform, and the playbook is partly yours to write

 KPIs

·       Time-to-onboard per manager, and the trend as the stable grows

·       Onboarding quality: defects or rework surfaced after go-live per manager

·       MMADMIN operational health: exception resolution time, data quality error rate, release acceptance turnaround

·       Content freshness: share of managers with current, compliance-approved collateral on the marketplace

·       RIA subscription turnaround and first-response time on subscriber requests

·       Relationship Manager leverage: managers supported per RM, and RM time reallocated from operations to distribution work

Why This Role

This is the operating seat for a marketplace that is being built, not maintained. You will have direct influence on how the Model Marketplace and MMADMIN evolve, a visible role with every asset manager and RIA on the platform, and a clear path toward platform operations leadership or partner relationship management as the program grows.

Join SS&C, where innovation meets global opportunities. Click here to apply.

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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 Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.

Colorado: The expected base salary for the position is between 90000 USD to 100000 USD.In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.

 

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.