Business Onboarding & Transition - Manager

State Street.
Hyderabad, India
Not disclosed
20 Jan 2021
25 Jan 2021
Contract type
Full time
Experience level

Business Onboarding and Transitions Team’s (BOaT) Officer (Manager) is responsible for the operational management of Fund Set up / Onboarding and Global Account Opening. The Officer represents State Street Corporation as a key connect with client relationship teams for strategic clients and serves as the primary escalation point for complex operational activities. Officer has direct managerial responsibility for a team of Fund Onboarding Specialists, along with oversight for risk mitigation and responsibility for both day to day and ongoing performance management of their team.


Responsibilities will include: -

  • Providing specialist support to the Client service teams for onboarding funds
  • Monitoring and managing the completion of funds documentation for all clients in line with applicable onboarding policies & procedures
  • Ensuring that all necessary screenings takes place in line with the provided by compliance. Notifying local management of operational issues
  • Ensuring BOaT risk assessments using corporate compliance tools and methods prior to account opening are completed before account opening and on an on-going basis for all accounts
  • Managing and reviewing the preparation of MIS for onboarding functions
  • Supervising and reviewing status reports for senior management
  • For further information, and to apply, please visit our website via the “Apply” button below.

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