AVP, Account Operations: Onboarding & Lifecycle

STATE STREET CORPORATION; Dallas (TX); On-site; USD 80,000 - 140,000; Full time

Job summary

State Street Corporation’s Wealth Custody and Clearing group seeks an Assistant Vice President, Account Operations Specialist to lead onboarding and ongoing maintenance of client accounts across the broker-dealer platform. You will review and approve account setup with high accuracy, oversee activity, and ensure regulatory compliance throughout lifecycle events.

You will collaborate with Client Service and advisors, support inbound requests, and help scale operations using automation and

Qualifications

• 3+ years of broker-dealer, custody, or wealth operations experience focusing on account lifecycles.
• Active Series 24 license required.
• Experience with complex accounts (trusts, estates, entities) and associated documentation.
• Ability to work in a fast-paced, evolving platform with strong controls.

Responsibilities

• Review and approve new accounts, ensuring documentation, regulatory, and internal controls are met prior to establishment.
• Perform supervisory review as a Series 24 principal, including exception approvals and escalation support.
• Execute and oversee account maintenance activities, including ownership changes, beneficiary updates, registrations, and account attribute modifications.
• Support complex account structures (trusts, estates, entities) and lifecycle events (death processing, estate distributions).
• Ensure accurate capture of beneficial ownership, control persons, authorized parties, and tax documentation.

Skills

Account onboarding

Lifecycle management

AML/KYC knowledge

Regulatory compliance

Education

Undergraduate degree

Tools

Salesforce

Job description

State Street Corporation’s Wealth Custody and Clearing group seeks an Assistant Vice President, Account Operations Specialist to lead onboarding and ongoing maintenance of client accounts across the broker-dealer platform. You will review and approve account setup with high accuracy, oversee activity, and ensure regulatory compliance throughout lifecycle events.

You will collaborate with Client Service and advisors, support inbound requests, and help scale operations using automation and