Head of North America Client Implementation, Vice President

State Street.
Boston, Massachusetts
Not disclosed
24 Jun 2022
07 Jul 2022
Contract type
Full time
Experience level

As Head of NA Client Implementation, you will:

  • Develop and drive strategy for managing client onboarding, change, and termination events.
  • Champion the maintenance, governance, and usage of internally generated reference data.
  • Identify and develop requirements for automation opportunities across the organization.
  • Oversee team, processes and tools needed for planning, coordination and execution of client related events
  • Assist in the planning, coordination and execution of client and product events at State Street Global Advisors (SSGA) across multiple global regions including:
    • Client fundings for separate accounts and commingled funds
    • Client mandate changes
    • Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products
    • Client and Fund liquidations and terminations
    • In-kind contributions and withdrawals
    • Custodian and Recordkeeper changes
    • Contractual review including comments and approvals
  • Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes
    • This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event
    • Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirement and solicit input as needed
    • Make adjustments to plan and execution, depending on external needs and internal business policies and standards
  • Participate in or lead projects aimed at continually improving the firm’s overall business processes
  • Own, along with the Investment team, the process of implementing a client event from an investment perspective
  • Perform other employee related matters such as training, reviews, etc.

Education & preferred qualifications:

  • Minimum 10 years’ experience in the investment management field with specific focus on investment operations and investment experience
  • Management experience a plus
  • Deep understanding of complex investment issues, processes and vehicles and how these relate to client events
  • Strong desire to continuously improve industry and investment knowledge
  • Strong project management skills
  • Excellent organizational, time management and execution skills such as prioritization and multi-tasking under time constraints
  • Ability to develop and maintain professional relationships with clients, internal teams, consultants custodians and transition managers, and successfully interact with all levels of an organization
  • Ability to take a leadership role in the decision-making process and bringing parties to a consensus
  • Strong business discernment, including the ability to synthesize complex issues and effectively balance competing objectives
  • Strong analytical skills and the ability of understanding client objectives and developing effective and appropriate solutions to meet those objectives
  • Consistent track record of successfully leading client events
  • Excellent written & verbal communications and presentation skills
  • Great teammate with a positive attitude
  • Bachelor’s Degree required, with a CFA/MBA or equivalent experience preferred

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, live and grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, diversity and social responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

COVID-19 Protocols: Complying with State Street’s COVID-19 protocols is a condition of employment. Those requirements may vary depending on circumstances and legal requirements, and may include, without limitation, a requirement to be vaccinated (or have an accommodation), to disclose vaccination status, to provide evidence of vaccination status, etc.

For further information, and to apply, please visit our website via the “Apply” button below.

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