Manager - Broker Account Monitoring

Customers:

Work with customers (Existing and New) to develop optimal mix of broker feed data among 1) Direct Feeds, 2) Aggregators and 3) SDE

Develop the market positioning and differentiation of Broker Management, represent the value proposition during the sales process

Work to expand direct broker relationships and/or aggregator account availability to meet new customer needs during initial sale

Work with RMs and SSEs on cadence, touchpoints and communications to maintain performance and optimal mix for customers over time. Taking part in sales process and customer QBRs re: optimization, opportunities, performance, issues, requests

Data Team:

Collaborate on feed optimization and onboarding of new customers

Work with Data Team on monitoring and continued development and performance of monitoring system of broker and feed performance. Ensure our internal tools serve and

evolve to support the overall mission of the Broker Management program across all facets – Direct Feeds, Aggregators and SDE

Owning, maintaining, expanding the Broker Information section of Star Tools to document contacts, procedures and policies of each direct broker feed.

Services:

Document and update broker feed setup requirements for each broker feed (playbooks) for PS team to utilize during customer implementation

Brokers:

Proactively target and establish relationships to expand the quantity and quality of direct broker relationships

Establish and maintain criteria for Star Preferred Brokers. Monitor performance for maintaining status. Promote and recruit new members.

Work with Data Team on new feed setup

Routinely connect with existing brokers to bolster relationships, motivate performance and ensure up to date documentation of feed processes and account availability.

Marketing:

Ensure Star Preferred Brokers have ample opportunity to take part in Star promotions, events, articles, webinars etc. to increase access to Star customer base.

Aggregators:

Routinely connect with and evaluate current and aggregators to bolster relationships, motivate performance and ensure optimal terms and account availability.

SDE Team:

Perform routine audits to determine if any existing SDE accounts can be moved proactively up the hierarchy (optimizing) to Aggregator or Direct Feeds. Manage the process of optimization and reporting out to the customer.

This is a senior level role.

Skills and Experience
* Experience within financial services, regtech, compliance, surveillance, or similarly regulated domains.

* Strong commercial instincts — the ability to connect technical investment to customer value and business outcomes.

Experience of SaaS sales and an understanding of SaaS industry standards and sales approaches Familiarity with compliance-led buying cycles influenced by regulatory pressure, risk mitigation and audit requirements.

Integrity and Ethics

All StarCompliance employees are expected to commit to a high standard of personal integrity and carry out their responsibilities in an ethical manner.