AVP, Client Services & Operations | Managed Accounts Growth

State Street; Boston (MA); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

401K with company match

Health insurance

Paid time off

Employee Assistance Program

Performance-based awards

Job summary

State Street seeks an AVP, Client Service and Operations Support for Managed Account Servicing to lead outsourced servicing for institutional asset and wealth managers. You will drive day-to-day operations, define business requirements, and coordinate multi-client projects leveraging CRIMS for compliance.

The role emphasizes performance measurement, reconciliation, and service improvements, with focus on US managed accounts and collaboration across a matrixed organization.

Qualifications

• Strong background in an asset servicing business, ideally with wealth management / managed accounts experience.
• Proven track record defining business requirements related to system integration, workflow design, and overall business process definition.
• Charles River IMS or securities trading software experience is preferred.
• Proven institutional investment operations depth with expertise in transaction management, reconciliations, corporate actions, performance measurement and attribution, derivatives, bank loans and collateral management.
• Strong interpersonal and communications skills and ability to collaborate across a matrixed organization.
• Experience with SQL, MS SQL Server.

Responsibilities

• Daily SMA operational tasks supporting multiple clients including reconciliations, new accounts, reporting requirements, and sponsor file setup.
• Monthly performance activities such as checking data integrity and reconciling against second source performance calculations.
• Research and resolution of non-routine issues related to monthly performance and client upgrades.
• Development and execution of test plans for client upgrades and enhancements; adoption of AI to support growth.
• Documentation of procedures and support of CRIMS implementation for compliance.
• Define requirements, test workflows, and design solutions for existing and new clients; manage multiple project plans.

Skills

Asset servicing

Wealth management

Project management

Requirements definition

Communication skills

Team collaboration

SQL proficiency

Tools

Charles River IMS

Securities trading software

SQL

MS SQL Server

Job description

State Street seeks an AVP, Client Service and Operations Support for Managed Account Servicing to lead outsourced servicing for institutional asset and wealth managers. You will drive day-to-day operations, define business requirements, and coordinate multi-client projects leveraging CRIMS for compliance.

The role emphasizes performance measurement, reconciliation, and service improvements, with focus on US managed accounts and collaboration across a matrixed organization.