Description
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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: Head of Brokerage Solutions
Locations: Edina, MN
About the Role
We are a growth-oriented financial services company seeking a senior leader to own and scale a strategic book of business supporting broker-dealer clients. These clients leverage our platform for subaccounting, product operations, and servicing, historically focused on mutual funds—but evolving rapidly as the brokerage landscape changes.
This role is accountable for client growth, new logo acquisition, product expansion, and revenue growth of 5–8% annually within an increasingly complex and global brokerage ecosystem. Success will require deep industry relationships, strong leadership, strategic creativity, and the ability to ideate alongside clients and technology partners.
Mutual funds alone will not sustain future growth. We are looking for a leader who can help redefine how operational and servicing capabilities support the next generation of brokerage products.
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
Client & Revenue Leadership
Own and grow a multi-client book of business within the broker/dealer space
Expand existing relationships by introducing new capabilities, products, and servicing models
Lead new logo acquisition across brokerage firms, custodians, and platforms
Maintain and deepen C-suite relationships (COO, CIO, Head of Operations, Head of Product)
Business Growth & Strategy
Deliver sustained annual growth of 5–8% through a mix of client expansion, innovation, and new client wins
Identify opportunities beyond traditional mutual fund subaccounting, including:
New product structures
Enhanced data and reporting services
Operational support for evolving investment vehicles
Partner with executive leadership to define the future-state operating and product strategy for broker/dealer clients
AI & Innovation Leadership
Help shape how AI and automation are applied to:
Client servicing models
Operational scale and efficiency
Data, reporting, and insights for brokerage clients
Collaborate with internal teams and external technology partners to translate AI capabilities into client-ready solutions
Act as a thought partner to clients navigating the same AI-driven transformation
Globalization & Market Evolution
Understand and anticipate the impact of globalization, regulatory complexity, and cross-border operations on broker/dealers
Support clients as they scale operationally across geographies and product lines
Ensure servicing and operational strategies remain resilient and competitive in a global market
Team & Cross-Functional Leadership
Lead and inspire a multi-disciplinary team across operations, client service, product, and partner management
Foster strong collaboration with internal technology teams and external vendors
Build a culture of accountability, innovation, and client-centric problem solving
Required Experience
15+ years of experience in broker-dealer operations, asset management servicing, subaccounting, or related financial services
Deep understanding of brokerage operating models, product servicing, and regulatory environments
Proven success growing revenue and expanding client relationships within brokerage firms
Well-connected in the broker/dealer ecosystem, with strong C-suite relationships preferred
Demonstrated ability to:
Lead large, complex client relationships
Drive growth beyond legacy products
Partner effectively with technology and product teams
Experience leading teams through change, modernization, and growth
Strategic mindset with strong execution discipline
Join SS&C, where innovation meets global opportunities. Click here to apply.
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.
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.
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