AVP, Client Onboarding & Back-Office Excellence

State Street Corporation; Quincy (MA); On-site; USD 70,000 - 130,000; Full time

Benefits offered by this job

401(k) plan with company match

Comprehensive medical, dental, and vis

Short/Long-term disability

Paid time off

Job summary

State Street Corporation in Quincy, MA, seeks an Assistant Vice President to lead back-office accounting, custody and insurance client conversion initiatives within State Street Global Delivery. You will provide leadership, project management and oversight of complex onboarding projects in a fast-paced setting.

The role emphasizes governance, regulatory compliance, cross-functional collaboration with COE and client teams, and driving improvements across processing and technology utilization.

Qualifications

• Minimum 7+ years financial services experience including project/program management.
• Experience with MCH and eHorizon, focusing on complex fund investment servicing.
• Advanced skills in Microsoft Office with PowerPoint and Excel; SharePoint; project management and reporting.
• Candidate is expected to follow State Street corporate policies regarding return to office (RTO).

Responsibilities

• Manage client conversion activity including new client onboardings, outgoing conversions, transition management (Asset Restructuring), mergers, interfund transfers and in-kind transfers
• Execute onboarding plan and activities supporting custody clients adhering to regulatory standards
• Support new client relationships and expansion of existing relationships
• Demonstrate comprehensive knowledge of overall process and our operating model
• Implement operational changes which streamline functions and ensure an optimal service environment and technology utilization adhering to regulatory standards
• Communicate with clients and internal stakeholders to assess overall conversion status and ensure processing follows best practices
• Quantify, document and articulate identified processing methodology differences; ensure client and internal teams understand the nature of such changes
• Work with COE and other processing teams to meet procedures and deadlines
• Provide technical expertise to research and resolve discrepancies related to asset transfers and custody settlements
• Ensure project management is updated, highlighting risks with solutions in a timely manner
• Develop and foster a culture of collaboration within the team and across business lines
• Work collaboratively to ensure effective cross training across teams for a global conversion team

Skills

Project management

Leadership

Communication

Analytical thinking

Teamwork

Education

Bachelor's / Master’s degree in Accounting, Economics, Finance, or related field

Tools

MCH

eHorizon

PowerPoint

Excel

SharePoint

Job description

State Street Corporation in Quincy, MA, seeks an Assistant Vice President to lead back-office accounting, custody and insurance client conversion initiatives within State Street Global Delivery. You will provide leadership, project management and oversight of complex onboarding projects in a fast-paced setting.

The role emphasizes governance, regulatory compliance, cross-functional collaboration with COE and client teams, and driving improvements across processing and technology utilization.