SMA Sponsor and Product Implementation Manager
Core
Lead sponsor engagement and manage end-to-end implementation of new and existing SMA (Sub-Advisory Manager) products.
Role type
Senior IC product implementation and sponsor relationship manager
Builds
SMA product onboarding, account setup, trading, reconciliation, and reporting systems
Domain
Asset management / Financial services
Required skills
InvestCloud APL system knowledge, Sponsor interface management, Project management, Cross-functional leadership, Process improvement, Regulatory compliance understanding, AI/RPA operational application, Escalation management
Preferred skills
Advanced degree, Relevant certifications, Experience with AI or RPA technologies
Technologies
InvestCloud APL, Artificial Intelligence, Robotic Process Automation
Responsibilities
Serve as primary point of contact for senior sponsor contacts; Lead implementation of SMA products from concept to launch; Collaborate with Product, Technology, Legal, and Sales to define requirements; Develop and manage detailed project plans; Ensure operational processes and documentation support SMA products; Identify opportunities for process improvement; Maintain understanding of industry trends and regulatory requirements
Seniority
Senior, hands-on IC