Client Implementation, Assistant Vice President

State Street Services Australia Pty Ltd; Sydney; On-site; AUD 180,000 - 240,000; Full time

Job summary

State Street Investment Management Australia is seeking an experienced Client Implementation Assistant Vice President to coordinate all stages of business changes and new installations. You will work with Investment Operations, Client Relationship Managers, and third parties to ensure timely delivery and effective coordination across projects.

The role emphasizes risk management, continuous improvement, and stakeholder engagement, with responsibilities spanning governance, product launches, and

Qualifications

• Minimum 5–10 years' experience in client implementation or related roles in asset management.
• Relevant degree in Finance, Accounting, or Economics.
• Proven track record of meeting service levels.

Responsibilities

• Deliver end-to-end client implementation events across Australia, including new mandate installations and broker onboarding.
• Coordinate and support product launches with internal stakeholders.
• Review new mandates and products for operational, regulatory, and delivery risks.
• Operate under the Risk Excellence framework with established controls and incident reporting.
• Identify process inefficiencies and support operational improvements.
• Build strong relationships with internal and external stakeholders to coordinate client events.
• Participate in new business implementation and transformation initiatives.
• Oversee KYC activities, including investor due diligence and ongoing screening.
• Partner with stakeholders to deliver transformation programs.

Skills

Project coordination

Stakeholder management

Attention to detail

English language skills

AI knowledge

Education

Finance degree

Accounting degree

Economics degree

Job description

The primary role of the Client Implementation Assistant Vice President is the coordination and efficient implementation of all stages of the business changes implementation and new business installations for State Street Investment Management in Australia.

Reporting to the Head of Client Implementation, you will interact with various key stakeholders including the Investment Operations team, Client Relationship Managers, the Client Service team, Portfolio Managers, and third-party providers to ensure efficient coordination and timely completion of any business changes and new business implementation events. The role also includes project and continuous improvement work streams.

What you will be responsible for

As Client Implementation Assistant Vice President, you will

• Deliver end-to-end client implementation events across clients managed by State Street Investment Management Australia, including new mandate installations, ISDA account maintenance, in-specie transitions, client terminations, benchmark and custody changes, and new broker onboarding. Ensure all required set‑ups are completed accurately and on time across relevant internal systems.

• Coordinate and support product launches, working closely with internal stakeholders to ensure controlled implementation and successful delivery through to go‑live.

• Support the review of new mandates and products to ensure a clear understanding of operational, regulatory, and delivery risks prior to implementation.

• Operate in line with the Risk Excellence framework by complying with established procedures, performing regular reviews of operational controls, and adhering to the incident identification and reporting process.

• Actively contribute to a culture of effective challenge and continuous improvement by identifying process inefficiencies, recommending enhancements, and supporting the implementation of operational improvements.

• Develop and maintain strong working relationships with key internal and external stakeholders to support effective coordination and delivery of client events.

• Participate in new business implementation, change, and transformation initiatives as required, supporting broader strategic and operational objectives.

• Jointly oversee KYC activities, including new investor due diligence and ongoing investor screening, ensuring compliance with regulatory and internal requirements.

• Partner with stakeholders to deliver initiatives projects and transformation programs

What we value

• Genuine interest and good understanding of financial markets.

• Strong English language skills, both written and verbal.

• Strong communications and organisational skills.

• Demonstrate ability to meet multiple deadlines.

• High attention to detail required.

• Strong PC skills are essential.

• AI knowledge and application/implementation to daily work process

Education & Preferred Qualifications

Team player and self‑motivated professional with the ability to work under pressure and manage multiple priorities while maintaining best quality of service.

• Minimum 5-10 years' experience in a similar role from either an Investment Manager, Global Custodian, Banks or Superannuation Funds.

• Relevant degree (Finance, Accounting, Economics).

• Proven track record of meeting/exceeding service level expectations.

Who are we looking for?

The primary role of the Client Implementation Assistant Vice President is the coordination and efficient implementation of all stages of the business changes implementation and new business installations for State Street Investment Management in Australia.

Reporting to the Head of Client Implementation, you will interact with various key stakeholders including the Investment Operations team, Client Relationship Managers, the Client Service team, Portfolio Managers, and third-party providers to ensure efficient coordination and timely completion of any business changes and new business implementation events. The role also includes project and continuous improvement work streams.

What you will be responsible for

As Client Implementation Assistant Vice President, you will

• Deliver end-to-end client implementation events across clients managed by State Street Investment Management Australia, including new mandate installations, ISDA account maintenance, in-specie transitions, client terminations, benchmark and custody changes, and new broker onboarding. Ensure all required set‑ups are completed accurately and on time across relevant internal systems.

• Coordinate and support product launches, working closely with internal stakeholders to ensure controlled implementation and successful delivery through to go‑live.

• Support the review of new mandates and products to ensure a clear understanding of operational, regulatory, and delivery risks prior to implementation.

• Operate in line with the Risk Excellence framework by complying with established procedures, performing regular reviews of operational controls, and adhering to the incident identification and reporting process.

• Actively contribute to a culture of effective challenge and continuous improvement by identifying process inefficiencies, recommending enhancements, and supporting the implementation of operational improvements.

• Develop and maintain strong working relationships with key internal and external stakeholders to support effective coordination and delivery of client events.

• Participate in new business implementation, change, and transformation initiatives as required, supporting broader strategic and operational objectives.

• Jointly oversee KYC activities, including new investor due diligence and ongoing investor screening, ensuring compliance with regulatory and internal requirements.

• Partner with stakeholders to deliver initiatives projects and transformation programs

What we value

• Genuine interest and good understanding of financial markets.

• Strong English language skills, both written and verbal.

• Strong communications and organisational skills.

• Demonstrate ability to meet multiple deadlines.

• High attention to detail required.

• Strong PC skills are essential.

• AI knowledge and application/implementation to daily work process

Education & Preferred Qualifications

Team player and self‑motivated professional with the ability to work under pressure and manage multiple priorities while maintaining best quality of service.

• Minimum 5-10 years' experience in a similar role from either an Investment Manager, Global Custodian, Banks or Superannuation Funds.

• Relevant degree (Finance, Accounting, Economics).

• Proven track record of meeting/exceeding service level expectations.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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