External Manager Outreach Lead, hybrid, Assistant Vice President

State Street; Kraków; Hybrid; PLN 164,000 - 200,000; Full time

Benefits offered by this job

Permanent contract

Birthday and anniversary days off

Gold Medical Package

Private pension plan

Training & development

Volunteer initiatives

Well-being programs

Additional role-based benefits

Job summary

State Street is seeking an AVP, External Manager Outreach Lead in Poland to drive engagement with external investment managers during client onboarding and transformation programmes. You will coordinate across clients, Sub-IMs, and internal teams to ensure readiness milestones are met and risks are managed.

You will also develop relationships with external asset managers, lead onboarding activities, and coach junior colleagues while ensuring clear communication and governance throughout the

Qualifications

• 7+ years relevant experience in financial services, preferably in asset management.
• Project Management / Onboarding experience.
• External client management experience.
• 3rd party engagement or vendor management experience.
• Understanding of outsourced operations, specifically middle office trade lifecycle process.
• People management experience.

Responsibilities

• Act as the primary point of contact for assigned Sub-Investment Managers during implementation programmes.
• Develop and maintain relationships with external asset management firms.
• Lead engagement activities from initial introduction through implementation readiness.
• Coordinate communications between Sub-IMs, clients, and internal teams.
• Ensure timely responses and effective management of all Sub-IM inquiries.
• Coordinate client introduction processes and engagement activities.
• Schedule and facilitate kickoff meetings and working sessions with Sub-Ims, capturing actions and requirements.
• Drive onboarding questionnaires and operational checklists.

Skills

Communication

Self-motivation

Stakeholder relations

Detail orientation

Time management

Team collaboration

Job description

About The Role

State Street Alpha Implementation team is looking for an EMEA External Manager Outreach Lead to support our Collection, Configuration & Readiness Practice across the Alpha platform. We’re looking for professionals with experience across front and middle office operating models, business analysis, data management and project management disciplines.

The Assistant Vice President (AVP), External Manager Outreach lead, is responsible for leading engagement with external Investment Managers (Sub-IMs) throughout the implementation lifecycle of strategic client onboarding and transformation programmes.

The role serves as the primary relationship owner for assigned Sub-IMs, coordinating outreach activities, gathering operational requirements, facilitating discussions with internal subject matter experts, managing implementation dependencies, and ensuring readiness milestones are achieved in support of programme delivery and go-live objectives.

The AVP will work closely with clients, external asset managers, programme leadership, and operational teams to establish effective communication channels, resolve issues, and provide transparency of progress, risks, and dependencies.

Why this role is important to us

The team you will be joining is a part of State Street AlphaSM. State Street AlphaSM is the first open platform from a single provider that connects the front, middle and back office. It harmonizes data, technology and services across trusted providers to help our clients better manage their businesses.

Join us if making your mark in an ever-changing, increasingly complex and competitive industry is a challenge you are up for.

This role requires a hybrid work model - at least 3 days in the office per week.

Your new role

As a External Manager Outreach Lead You Will

• Act as the primary point of contact for assigned Sub-Investment Managers during implementation programmes.
• Develop and maintain strong working relationships with external asset management firms.
• Lead engagement activities from initial introduction through implementation readiness.
• Coordinate communications between Sub-IMs, clients, and internal teams.
• Ensure timely responses and effective management of all Sub-IM-related enquiries.
• Coordinate client introduction processes and subsequent engagement activities.
• Schedule and facilitate kickoff meetings and working sessions with Sub-Ims, capturing actions, decisions and implementation requirements.
• Drive completion of onboarding questionnaires, operational checklists, and information requests.
• Monitor progress against implementation milestones and delivery dates.
• Meet regularly with the business teams, workstreams and program analysts to review progress on assigned sub-investments managers and associated challenges
• Track & report the progress of outreach for assigned sub-investment managers.
• Responsibility to host internal / external calls as required per sub-investment managers, arranging breakout groups for issues where required
• Gain an understanding of target operating models
• Manage a team and coach junior team members and support knowledge sharing.
• Proactively raise risks and issues effectively within the program, drive solutions and effectively communicate options
• Ensure practice is aligned to programme activities and governance. Leverage the ASIS standards and feedback on changes/improvements

Skills and competencies

• Good communication skills, ability to work in virtual teams globally
• Self-motivated with strong work ethic
• Ability to form working relationships with Clients, Business Experts, IT and Project Team
• Detail-oriented and accustomed to working with Clients and Senior Management
• Ability to work in a high paced environment, be flexible, follow tight deadlines, organize and prioritize work
• Displaying our Culture traits and behaviours – Choose to own it, Break through Silos, deliver results through integrity, Do Better Every Day, Care for colleagues, clients and community

Education & Preferred Qualifications

• 7+ years relevant experience in financial services, preferably in the asset management sector, including investment operations
• Project Management / Onboarding experience
• External client management experience
• 3rd party engagement or vendor management experience
• Understanding of outsourced operations, specifically middle office trade lifecycle process.
• People management experience

Minimum Salary

zł182 004 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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