Manager – Broker Account Monitoring

This is a fully remote position, open to applicants in United States.

📋 Description

• Engage with both current and prospective customers, brokers, aggregators, alongside operational, product, and data teams.

• Enhance and streamline the activation of broker data feeds.

• Elevate the quality of feed data.

• Oversee the processes of account activation and deactivation.

• Track data ingestion and address any issues that arise.

• Guarantee seamless implementations and continuous optimization of integrations that manage transactions and holdings across various asset classes.

• Curate the integration and connectivity of broker accounts as a product offering.

• Collaborate with product managers to develop features that lessen the workload for customers and compliance teams.

• Create optimal combinations of direct feeds, aggregators, and SDE for clients.

• Formulate market positioning and differentiation strategies for Broker Management while articulating its value proposition during sales activities.

• Broaden direct broker relationships and enhance aggregator account availability.

• Partner with relationship managers and SSEs on customer engagement, communications, QBRs, optimization efforts, performance metrics, issues, and requests.

• Work with the Data Team on feed optimization, customer onboarding, and the development of monitoring systems.

• Maintain and enrich broker information documentation within Star Tools.

• Outline broker feed setup requirements and refresh implementation playbooks.

• Establish and uphold Star Preferred Broker criteria while monitoring broker performance.

• Collaborate with the Data Team on new feed configurations.

• Sustain relationships with existing brokers and ensure the accuracy of current feed-process documentation and account availability.

• Support Star Preferred Broker participation in various promotions, events, articles, and webinars.

• Assess aggregators and maintain relationships, terms, and account availability.

• Conduct audits of SDE accounts and optimize them to either aggregator or direct feeds when suitable.

• Manage optimization processes and communicate outcomes to customers.

⛳️ Requirements

• Experience in financial services, regtech, compliance, surveillance, or similarly regulated sectors.

• Strong commercial instincts with the ability to link technical investments to customer value and business outcomes.

• Familiarity with SaaS sales and comprehension of SaaS industry standards and sales methodologies.

• Understanding of compliance-driven purchasing cycles influenced by regulatory pressures, risk mitigation, and audit needs.

• High standards of personal integrity and ethical behavior.

• Senior-level experience relevant to the position.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Opportunities for professional development and career advancement.

• Comprehensive health and wellness benefits.

• Flexible work arrangements and a supportive work environment.