AVP, Account Operations - Precision & Compliance Leader

State Street Corporation; Clifton (NJ); On-site; USD 80,000 - 140,000; Full time

Job summary

State Street Corporation is seeking an Assistant Vice President, Account Operations Specialist in New Jersey to lead account onboarding and lifecycle servicing within the Wealth Custody and Clearing team. You will review, approve, and maintain client accounts, ensuring accuracy, regulatory compliance, and strong controls.

The role focuses on high‑touch advisor servicing, documentation completeness, and operational precision.

Qualifications

• Broker-dealer, custody, or wealth operations experience.
• Experience with complex accounts (trusts, estates, entities) and related documentation.
• Active Series 24 license required.

Responsibilities

• Review and approve new accounts, ensuring regulatory and internal control requirements are satisfied.
• Perform supervisory review as a Series 24 principal and provide escalation support.
• Execute and oversee account maintenance, including ownership changes and registrations.
• Assist with complex account structures and lifecycle events.
• Support inbound advisor requests with timely, accurate servicing.

Skills

Broker-dealer operations

Custody operations

Account onboarding

Documentation

Education

Undergraduate degree

Active Series 24 license

Tools

Salesforce

Job description

State Street Corporation is seeking an Assistant Vice President, Account Operations Specialist in New Jersey to lead account onboarding and lifecycle servicing within the Wealth Custody and Clearing team. You will review, approve, and maintain client accounts, ensuring accuracy, regulatory compliance, and strong controls.

The role focuses on high‑touch advisor servicing, documentation completeness, and operational precision.