Manager - Broker Account Monitoring

Role overview

Lead the optimization of broker account data integrations for a compliance monitoring service. You will coordinate customers, brokers, aggregators, and internal product, data, operations, and services teams to make account feeds easier to activate, maintain, and monitor across asset classes.

Responsibilities - Improve broker feed activation, data quality, account status management, ingestion monitoring, and issue resolution. - Shape broker integrations as a product by working with product managers on features that reduce customer and compliance-team effort. - Advise customers on the mix of direct feeds, aggregators, and other data sources, and explain the value of available options during sales and review discussions. - Develop direct broker and aggregator relationships, expand account availability, and monitor partner performance and service terms. - Collaborate with data teams to improve feed monitoring, onboarding, and internal tools; maintain broker records and setup playbooks. - Audit accounts using alternative data sources and coordinate moves to more direct or aggregator feeds where appropriate.

Requirements - Experience in financial services, regulatory technology, compliance, surveillance, or a similarly regulated field. - Commercial judgment and ability to link technical work to customer value and business results. - Experience with SaaS sales and familiarity with common SaaS sales approaches. - Understanding of compliance-focused buying processes shaped by regulation, risk, and audit needs. - High personal integrity and ethical conduct.

Nice to have - The role is described as senior level; experience coordinating customer, partner, and cross-functional work is reflected in its scope.