Who we are looking forThe candidate will be responsible for managing client conversion activity including new client onboardings, outgoing conversions, transition management (Asset Restructuring), mergers, interfund transfers and in-kind transfers. The position will be located in North Quincy, MA.
What you will be responsible forAs
Project Management - Conversion Lead you will
- Manage multiple conversion related projects.
- Coordinate with internal and external parties in establishing conversion requirements.
- Participate in conversion planning meetings and exercises
- Organize conversion guidelines, runbooks, task lists and dashboards outlining key conversion milestones, responsibilities and requirements.
- Conduct review and analysis of markets and securities transferability.
- Oversight of transaction processing and settlements
- Monitor transactions to ensure timely settlement.
- Research and resolve failing transactions.
- Prepare and distribute trade status reporting.
- Perform reconciliations
- Certify assets upon completion of reconciliations.
What we value These skills will help you succeed in this role
- Experience in managing large scale, multi-location projects
- Detail and deadline oriented
- Strong written and communication skills
- Decision making skills
- Strong organization skills
Education & Preferred Qualifications- Bachelor's Degree; 10+ years of financial services experience, preferably with custody exposure, and knowledge of financial market activities and transactions.
- Ability to manage teams in a global environment while managing various projects; ability to work under pressure to handle multiple projects
Salary Range:$110,000 - $188,750 Annual
The range quoted above applies to the role in the location specified. If the candidate would ultimately work outside of the 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.
