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: Senior Director, 529 Product Strategy & Industry Solutions
Locations: Kansas City, MO (hybrid), Boston, MA (hybrid), NYC (hybrid), Kansas, Massachusetts, Missouri, New York (remote).

About the Role

SS&C is seeking an experienced 529 industry leader to help shape the strategy, development, and growth of our 529 education savings solutions. This highly visible 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.

Partnering across Product, Technology, Operations, Sales, and Relationship Management, you will translate complex market, regulatory, operational, and client needs into innovative, scalable product capabilities. You will play a key role in advancing SS&C's 529 product strategy, strengthening client relationships, enhancing competitive differentiation, and identifying opportunities for long-term growth.

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

• Lead 529 Industry Expertise: 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.
• Shape Product Strategy and Roadmap: 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 that drive innovation and competitive differentiation.
• Drive Operational and Technology Solutions: 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.
• Strengthen Client and Industry Partnerships: 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 and executive-level discussions.
• Support Commercial Growth: 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.
• Advance Market and Competitive Intelligence: 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.
• Deliver Measurable Business Value: 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.

Required Experience

• 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.

What Sets You Apart

• Established professional relationships and a strong network within the 529 and education savings industry.
• Experience across both transfer agency/recordkeeping and brokerage or intermediary operating environments.
• Experience supporting multiple state-sponsored 529 programs, including varying processing, trading, investment, and reporting requirements.
• Background in product management, product strategy, or solution design within 529, wealth management, asset management, recordkeeping, or financial technology.
• Experience supporting strategic RFPs, competitive conversions, client renewals, or significant business development opportunities.
• Direct experience with TA2000, Customer Legal Owner functionality, and 529-specific tax reporting requirements.
• Experience evaluating strategic partnerships, fintech solutions, employer-benefit platforms, payroll integrations, or emerging 529 distribution and contribution channels.

Join SS&C, where innovation meets global opportunities.

 

 

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. New York: The expected base salary for the position is between $150,000 USD to $230,000 USD. Massachusetts: The expected base salary for the position is between $150,000 USD to $230,000 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.