Senior Director, Product Strategy & Market Solutions; PA-UID-PROD-Q4-N002

Position: Senior Director, 529 Product Strategy & Market Solutions (PA-UID-PROD-Q4-N002)
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 RoleSS&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&CSS&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…