Role SummaryThe ETF Servicing Lead is a critical leadership role within the ETF servicing and technology ecosystem. The position combines deep ETF product and operational knowledge, client leadership, process and control design, and technology delivery. The successful candidate will help shape the global ETF servicing model, strengthen operational readiness, and advance scalable platform solutions.
Who We Are Looking For We are seeking an experienced ETF leader who can connect client needs, operational execution, risk management, and technology strategy. The ideal candidate communicates with confidence, works effectively across global teams, and translates complex ETF requirements into practical, controlled, and scalable solutions.
- Deep ETF expertise across the product lifecycle, including order activity, basket creation, servicing, and settlement.
- Advanced understanding of global ETF operating models, industry practices, and operational risk considerations.
- Proven ability to define, document, and present clear processes, controls, and business requirements.
- Strong project management and business analysis capabilities, with experience leading complex cross-functional initiatives.
- Ability to understand order-flow mechanics across multiple banking systems and support multi-client platform integration.
- Executive-level communication skills and the ability to build trust with clients, operations teams, product partners, and technology stakeholders.
Key Responsibilities - Serve as the primary ETF subject matter expert for an assigned portfolio of clients, providing guidance across the full ETF lifecycle.
- Lead client onboarding for new ETFs and coordinate product launches, regulatory changes, and operational-readiness activities.
- Design and implement efficient, controlled, and scalable operating models for global ETF servicing.
- Partner with ETF Operations, Settlements, Technology, Product, and Global Delivery teams to support consistent execution and issue resolution.
- Lead requirements gathering, solution design, testing coordination, implementation, and post-implementation readiness for strategic initiatives.
- Create, review, and refine business requirements supporting enhancements to ETFGP, Fund Connect, BET, XFT, and related integrations.
- Advance platform integration and modernization to support multi-client servicing, scalable onboarding, and improved client experience.
- Champion process optimization, automation, and Global Delivery Simplification objectives while maintaining appropriate operational controls.
- Identify delivery risks, establish clear ownership and governance, and communicate decisions, dependencies, and progress to senior stakeholders.
- Provide concise, technically grounded updates to internal leadership and external partners.
Skills and Capabilities - Professional communication: Ability to explain complex operational and technical concepts clearly to clients, executives, and delivery teams.
- Project leadership: Experience managing large-scale, cross-functional initiatives with disciplined governance, risk management, and execution.
- Business analysis: Ability to translate business needs into clear requirements, process designs, and actionable technology solutions.
- ETF product and operations knowledge: Deep understanding of ETF structures, lifecycle events, global servicing models, basket activity, and settlement processes.
- Technology and integration: Experience with ETF platforms and the ability to lead integration and modernization initiatives.
- Process and control design: Ability to document workflows, identify risks, and establish effective operational controls.
- Data analysis and problem-solving: Strong analytical skills to evaluate complex data flows, investigate issues, and improve processes.
- Stakeholder management: Ability to align global teams, manage competing priorities, and influence decisions without direct authority.
- Regulatory and risk awareness: Understanding of relevant ETF requirements and practical risk-mitigation approaches.
- Continuous improvement: A strong focus on innovation, scalability, operating efficiency, and client experience.
Education and Preferred Qualifications - Bachelor's degree required.
- Minimum of 5 years of experience in ETF operations, ETF servicing, financial services operations, or a comparable field.
- Experience with ETFGP, Fund Connect, BET, XFT, or comparable ETF servicing platforms preferred.
- MBA or advanced degree with a focus in finance, economics, or a related field preferred.
- Demonstrated experience leading client onboarding, operational change, technology delivery, or global process transformation.
Salary Range: $70,000 - $130,000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
