Senior Director, 529 Product Strategy – Market Solutions

SS&C Technologies

. 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 .

Posted 10/22/2026full-timeUnited StatesSenior💰 $150,000 - $230,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates deep knowledge of the 529 market, including state-sponsored programs and transfer agency operations, while effectively translating complex regulatory and operational requirements into scalable product strategies. Proven ability to engage with stakeholders and drive product adoption and client retention in the education savings industry.

Highest-signal resume keywords

Expertise In 529 Market StructureTransfer Agency And Recordkeeping OperationsProduct Management And StrategyExecutive Communication And Relationship ManagementExperience With TA2000 And 529 Tax Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingAccount Ownership And RegistrationTax ReportingProgram-Specific Operational RequirementsProduct StrategySolution DesignOperational EfficiencyAutomation OpportunitiesClient Retention StrategiesBusiness Development

Soft Skills

Commercial AcumenStrategic ThinkingCollaboration Across TeamsPresentation SkillsRelationship Management

Tools & Technologies

TA2000Fintech SolutionsEmployer-Benefit PlatformsPayroll Integrations

Industry Keywords

529 MarketEducation Savings IndustryState-Sponsored ProgramsTransfer AgencyRecordkeepingBrokerage EnvironmentsCompetitive ConversionsClient RenewalsEmerging Distribution ChannelsInvestment Managers

About the role

Key responsibilities & impact

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
Define and advance SS&C's 529 product vision and roadmap
Translate client, market, regulatory, and operational needs into prioritized, scalable product capabilities
Collaborate with Technology and Operations on 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
Engage with state sponsors, program managers, investment managers, distributors, consultants, and other industry stakeholders
Support strategic client relationships and executive-level discussions
Partner with Sales and Relationship Management on 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
Evaluate industry trends, emerging technologies, competitive offerings, and evolving distribution models
Help drive product adoption, client retention, operational scalability, participant and advisor experience improvements, and profitable growth

Requirements

What you’ll need

Significant experience in the 529 or education savings industry
Deep knowledge of the 529 market structure, state-sponsored programs, and end-to-end program administration
Strong expertise in transfer agency and recordkeeping operations
Knowledge of transaction processing, trading, account ownership and registration, tax reporting, and program-specific operational requirements
Comprehensive understanding of the 529 ecosystem
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
Strong commercial and strategic acumen
Exceptional executive communication, presentation, and relationship management skills
Established professional relationships and a strong network within the 529 and education savings industry
Experience across transfer agency/recordkeeping and brokerage or intermediary operating environments
Experience supporting multiple state-sponsored 529 programs
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

Benefits

Comp & perks

Medical, dental, and vision coverage
401(k) plan with company match
Paid time off
Holidays
Parental leave
Professional development reimbursement opportunity
Annual discretionary bonus eligibility
Equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion