Who we are looking forLooking for a skilled and proven professional at the Vice President level to provide leadership, project management and oversight of Back Office Accounting, Custody and Insurance client conversion initiatives and deliverables.
What you will be responsible forAs Vice President you will
• Manage client conversion activity including new client onboardings, outgoing conversions, transition management (Asset Restructuring), mergers, interfund transfers and in-kind transfers
• Execute onboarding plan and associated activities supporting custody clients adhering to regulatory standards
• Support new client relationships and expansion of existing relationships
• Demonstrate comprehensive knowledge of overall process and our operating model
• Implement operational changes which streamline functions, and ensure an optimal service environment and technology utilization adhering to regulatory standards
• Communicate with clients and internal stakeholders to assess overall conversion status, identify and work collectively to ensure processing follows best practices
• Quantify, document and articulate identified processing methodology differences. Ensure client and internal teams understand the nature of such methodology changes
• Work closely with internal stakeholders including COE and other processing teams to ensure client procedures and deadlines are met
• Provide technical expertise to research and resolve discrepancies related to assets transfer and custody settlements.
• Ensure project management is updated, highlighting all potential risks with possible solutions in a timely manner
• Develop and foster a culture of collaboration within the team and across business lines
• Work in conjunction with individuals on the team as well as other Shared Service teams/COE's, Client Operations and other business units to ensure seamless conversions and ad-hoc support requests
• Work collaboratively to ensure effective cross training across teams to support our goal of creating a global conversion team
What we valueThese skills will help you succeed in this role
- Knowledge of Investment Manager Servicing, Transaction Management, Capital Markets, Back Office Accounting and Custody, Recon and Core State Street business offerings
• PMP Certification and/or consulting experience required
- Proven leadership and program management skills
- Proven strong communication, interpersonal, decision-making and negotiation skills
- Proven ability to work effectively with executive management
- Ability to influence and work collaboratively across multiple organizations to reach common goals
- Organized with the ability to multi-task in a fast-paced environment
- Proficient in managing agile projects
- Competencies required: demonstrated strong project management skills, analytical/problem solving skills, business/industry knowledge, communication versatility, information technology acumen, teamwork and leadership, written and verbal skills
- Knowledge of Investment Manager Servicing, Transaction Management, Capital Markets, Back Office Accounting and Custody operations, Recon and Core State Street business offerings
- Background in complex fund structures and investment types
- Proven strong communication, interpersonal, decision-making and negotiation skills
- Organized with the ability to multi-task in a fast-paced environment
- Strong project management skills, analytical/problem solving skills, communication versatility, information technology acumen, teamwork and leadership, written and verbal skills
Education & Preferred Qualifications• Advanced or Master's degree with a focus in Accounting, Economics, Finance, Technical or related field preferred
• Minimum 15 years' financial services experience including project/program management experience
- Experience with MCH and eHorizon, with a focus on complex fund investment servicing.
- Strong skills in Microsoft Office and able to use advanced features of PowerPoint and Excel SharePoint, project management and reporting automation skills
- Experience with ePAM Insurance a plus
- Additional requirements
- Candidates are expected to follow State Street corporate policies regarding return to office (RTO).
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.
