Account Services Implementation Analyst and Project Manager, Officer

State Street; Województwo pomorskie; On-site; PLN 118,800 - 145,200; Full time

Benefits offered by this job

Permanent contract from day one

Additional holidays (Birthday Day Off,

Gold Medical Package for employees and

Private pension plan

Training & development programs

Volunteer days and employee networks

Job summary

State Street is seeking an Account Services Implementation Analyst and Project Manager to support onboarding and go-live of Alpha Front-to-Back implementations. You will gather and document client requirements, coordinate data readiness, and drive end-to-end onboarding with stakeholders across business and technology teams.

The role emphasizes strong business analysis, project management, and collaboration in a fast-paced financial services environment, with office presence required at least 3

Qualifications

• 5+ years’ experience in project management or business analysis.
• Bachelor’s degree in Business, Accounting, Finance, MIS, Information Technology, or related field.
• Exposure to financial services, investment banking, capital markets, or related industries would be beneficial.

Responsibilities

• Support the delivery of Alpha Front-to-Back (F2B) Account Services implementations.
• Document and translate client requirements into use cases and functional specs.
• Coordinate account onboarding and data readiness within timelines.
• Develop expertise in ACM workflow tool and related tools.
• Document and validate account lifecycle workflows (setup, amendments, maintenance).
• Support end-to-end testing activities and script validation.
• Contribute to Alpha client onboarding and implementation efforts.
• Participate in client workshops and working sessions for data mapping and configuration standards.

Skills

Business analysis

Project management

Requirements gathering

Stakeholder management

Client workshops

Data mapping

Education

Bachelor's degree in Business, Finance, MIS, IT

Tools

ACM workflow tool

Job description

Who We Are Looking For

The State Street Account Services Implementation team is seeking a versatile individual with strong business analysis and project management skills to support the Account Services workstream in implementing Clients onto the Alpha Platform. The successful candidate must possess skills in functional requirements gathering and documentation; excellent verbal, written, and presentation skills; a proven ability to gather and interpret client requirements and liaise between business/implementation client and technology teams specializing in Front Office, Middle Office & IBOR. Strong collaboration skills are a must. The candidate must also possess strong project management skills including a proven ability to drive end-to-end client onboarding and implementation initiatives, ensuring timely delivery, effective stakeholder coordination, and adherence to agreed milestones.

Why this role is important to us

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen, implementation teams are needed to help clients navigate employees and the organization as a whole during their initial onboarding. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

Your new role

Account Services Implementation Analyst and Project Manager, Officer

• Support the delivery of Alpha Front-to-Back (F2B) Account Services implementations, contributing to target operating model design and ensuring alignment with client onboarding and servicing requirements
• Partner with clients, other Account Services Implementation Leads, Account Services BAU teams, and internal stakeholders to gather and document business requirements, translating them into clear use cases and functional specifications for product development
• Coordinate account onboarding and conversion activities, ensuring accurate account setup, data readiness, and alignment with implementation timelines
• Develop and maintain subject matter expertise in the Account Services Account Configuration & Maintenance tool and other tools used by the Account Services function, supporting configuration design, solution validation, and client onboarding activities
• Document and validate account lifecycle workflows, including account setup, amendments, and maintenance processes, ensuring alignment with Alpha operating models
• Support end-to-end testing activities, including test planning, script validation, and execution coordination
• Contribute to Alpha client onboarding and implementation efforts, ensuring effective transition from project delivery to BAU Account Services support
• Participate in client-facing workshops and working sessions to support requirements gathering, data mapping, and alignment on Alpha configuration standards
• Analyze account static data requirements to ensure accurate configuration, supporting downstream processing across the Alpha platform
• Ensure all requirements, configuration decisions, and implementation artifacts are documented in line with Alpha governance and control standards
• Demonstrate ownership and accountability for assigned deliverables, ensuring timely and high-quality execution across onboarding and implementation activities
• Facilitate client and internal meetings to review requirements, validate configurations, and track implementation progress
• Support end-to-end project delivery for the Account Services implementation by tracking milestones, managing deliverables, and ensuring adherence to agreed timelines and scope
• Assist in project planning activities, including development and maintenance of project plans, RAID logs (Risks, Actions, Issues, Dependencies), and status reporting
• Monitor project progress and proactively identify risks and issues, coordinating with stakeholders to drive timely mitigation and resolution
• Maintain clear and consistent project reporting, providing updates on progress, risks, and key decisions to internal stakeholders and client counterparts
• Drive follow-up on action items from project meetings, ensuring accountability and timely closure across all stakeholders

What We Value

These skills will help you succeed in this role

• Alpha Platform Expertise: Ability to quickly and efficiently develop a strong working knowledge of Alpha Account Services capabilities, including the Account Configuration & Maintenance (ACM) workflow tool and account lifecycle processes (onboarding, maintenance, and termination)
• Business Analysis & Requirements Management: Ability to translate client servicing needs into clear business requirements, use cases, and functional specifications
• Project Delivery & Governance: Proven capability to manage project timelines, track dependencies, and support delivery through structured frameworks, including risk/issue management and adherence to Alpha implementation standards and lifecycle phases
• Stakeholder & Client Engagement: Strong communication and facilitation skills to lead workshops, align stakeholders, and act as a liaison between clients, Account Services, and technology teams throughout the implementation lifecycle
• Account Lifecycle & Data Configuration Understanding: Ability to quickly and efficiently develop a proficient understanding of account static data, configuration dependencies, and enrichment processes required to successfully set up and maintain portfolios across the Alpha platform

Education & Preferred Qualifications

• Bachelor's degree in Business, Accounting, Finance, MIS, Information Technology, or related field of study
• 5+ years’ experience in project management or business analysis
• Exposure to financial services, investment banking, capital markets, or related industries would be highly beneficial

Additional Requirements

• The position requires office presence at least 3 days per week

Minimum Salary

zł132 000 Annual

The minimum salary quoted above applies to the role in the primary location specified. If the candidate ultimately works outside of this primary location, the applicable minimum salary may differ.

Salary will be determined based on factors such as the position, type of work performed, individual skills, job description, working hours, diligence, initiative, self-management, length of employment, availability, and the quantity and quality of work delivered, as well as other objective and non-discriminatory criteria relevant to State Street employees.

In addition to salary, employees are eligible to be considered for discretionary annual performance-based awards.

We Offer

• Permanent contract from day one
• Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
• Gold Medical Package for employees and their families (partner and children)
• Premium life insurance package and private pension plan
• Wide range of soft skills training, technical workshops, language classes and development programs
• Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
• Variety of well-being programs
• Additional benefits available depending on the seniority of the role

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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Job ID: R-795337