Account Service Implementation Analyst, Officer

State Street; Quincy (MA); On-site; USD 70,000 - 118,750; Full time

Job summary

State Street is seeking a versatile professional for the Account Services Implementation team. You will support onboarding and implementation initiatives, gathering client requirements and liaising between business, clients, and tech teams across Front Office, Middle Office, and IBOR.

You will drive end-to-end project delivery, manage timelines, and coordinate stakeholders to ensure timely, high-quality deployments to the Alpha platform.

Qualifications

• Bachelor's degree in Business, Accounting, Finance, MIS, Information Technology, or related field.
• 8+ years’ experience in project management or business analysis.
• Experience gathering and documenting business requirements and creating use cases.

Responsibilities

• Support end-to-end Alpha Front-to-Back Account Services implementations.
• Document business requirements and translate into functional specs.
• Coordinate account onboarding and data readiness with stakeholders.
• Maintain project plans, RAID logs, and progress reporting.
• Facilitate client workshops and alignment sessions.
• Manage timelines and dependencies to meet milestones.

Skills

Business analysis

Project management

Stakeholder engagement

Requirements gathering

Education

Bachelor's degree

Tools

ACM workflow tool

Job description

Overview

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 candidate should possess skills in functional requirements gathering and documentation; excellent verbal, written, and presentation skills; the ability to gather and interpret client requirements and liaise between business/implementation clients 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 driving end-to-end client onboarding and implementation initiatives, ensuring timely delivery, effective stakeholder coordination, and adherence to milestones.

Why This Role Is Important

The team 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. Implementation teams help clients navigate employees and the organization during onboarding. The role focuses on delivering cutting-edge, straightforward, and scalable solutions, building resilience, and executing day-to-day deliverables.

What You Will Be Responsible For

• 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, 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 Account Services, 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 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: Ability 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 understand account static data, configuration dependencies, and enrichment processes required to 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


• 8+ years’ experience in project management or business analysis

Salary Range

$70,000 - $118,750 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary 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 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.

About State Street

Across the globe, institutional investors rely on us to help 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. 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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It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.