Manager – Broker Account Monitoring

StarCompliance

. Work with existing and new customers, brokers, aggregators, and operational, product, and data teams .

Posted 10/16/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing broker data feed activation and optimization, ensuring high data quality and compliance within financial services. Proven ability to collaborate with cross-functional teams to enhance customer value and streamline operational processes.

Highest-signal resume keywords

Broker Data Feed ActivationSaaS Sales ExperienceCompliance KnowledgeData Quality ImprovementFinancial Services Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data Ingestion MonitoringFeed OptimizationAccount ManagementIntegration ImplementationDocumentation Management

Soft Skills

Commercial InstinctsHigh IntegrityCollaborationCustomer Relationship Management

Tools & Technologies

Star Tools

Industry Keywords

RegtechComplianceSurveillanceSaaS Industry StandardsRegulatory Pressure

About the role

Key responsibilities & impact

Work with existing and new customers, brokers, aggregators, and operational, product, and data teams
Streamline and optimize broker data feed activation
Improve feed data quality
Manage account activation and deactivation
Monitor data ingestion and resolve issues
Ensure frictionless implementations and ongoing optimization of integrations ingesting transactions and holdings across asset classes
Curate broker account integration and connectivity as a product
Collaborate with product managers to build features reducing customer and compliance-team effort
Develop optimal mixes of direct feeds, aggregators, and SDE for customers
Develop market positioning and differentiation for Broker Management and represent its value proposition during sales
Expand direct broker relationships and aggregator account availability
Partner with relationship managers and SSEs on customer cadence, communications, QBRs, optimization, performance, issues, and requests
Collaborate with the Data Team on feed optimization, customer onboarding, and monitoring-system development
Maintain and expand broker information documentation in Star Tools
Document broker feed setup requirements and update implementation playbooks
Establish and maintain Star Preferred Broker criteria and monitor broker performance
Work with the Data Team on new feed setup
Maintain relationships with existing brokers and ensure current feed-process documentation and account availability
Support Star Preferred Broker participation in promotions, events, articles, and webinars
Evaluate aggregators and maintain relationships, terms, and account availability
Audit SDE accounts and optimize them to aggregator or direct feeds where appropriate
Manage optimization processes and report outcomes to customers

Requirements

What you’ll need

Experience within financial services, regtech, compliance, surveillance, or similarly regulated domains
Strong commercial instincts — ability to connect technical investment to customer value and business outcomes
Experience of SaaS sales and understanding of SaaS industry standards and sales approaches
Familiarity with compliance-led buying cycles influenced by regulatory pressure, risk mitigation and audit requirements
High standard of personal integrity and ethical conduct
Senior-level experience appropriate for the role