AVP, Insurance Services: Client Onboarding & Conversions

State Street; Kansas City (MO); Sur place; USD 101 000 - 168 000; Plein temps

Avantages offerts par ce poste

Comprehensive benefits

401K with company match

Paid time off

Résumé du poste

State Street seeks an AVP-level professional to support client onboarding and conversion initiatives for insurance solutions. The role requires strong insurance and investment accounting knowledge, with the ability to balance multiple projects in a fast-paced environment and deliver high-quality client outcomes.

You will educate clients on State Street functionality, collaborate with internal teams, and participate in remote and onsite engagements to ensure timely, compliant project delivery.

Qualifications

• Bachelor's degree in accounting, Finance, or a related field, or an equivalent combination of education and relevant work experience.
• Five or more years of experience in investment accounting, including exposure to accounting software implementation projects.
• Working knowledge of insurance accounting principles, statutory and regulatory reporting requirements; experience with PAM or similar insurance accounting platforms is preferred.
• Proficiency with Microsoft Office applications, including Excel, Word, PowerPoint, and Copilot, with the ability to leverage technology to support business and project objectives.

Responsabilités

• Support client implementation and conversion projects to State Street software solutions.
• Work with clients to define, prepare, and validate data conversion templates to ensure alignment with software requirements.
• Assist in the identification, resolution and escalation of project issues while assessing associated risk and impacts.
• Collaboration with internal teams to execute project deliverables and requirements.
• Contribute to multiple project engagements simultaneously, ensuring timely completion of assigned responsibilities.
• Follow and define enhancements to internal processes, procedures, and controls.
• Educate clients regarding State Street functionality and deliverables and participate in remote and onsite client engagements as needed.

Connaissances

Strong communication

Organizational skills

Analytical abilities

Data conversion experience

Formation

Bachelor's degree in accounting/finance

5+ years investment accounting

Insurance accounting principles

MS Office (Excel/PowerPoint)

Outils

Microsoft Office

Description du poste

State Street seeks an AVP-level professional to support client onboarding and conversion initiatives for insurance solutions. The role requires strong insurance and investment accounting knowledge, with the ability to balance multiple projects in a fast-paced environment and deliver high-quality client outcomes.

You will educate clients on State Street functionality, collaborate with internal teams, and participate in remote and onsite engagements to ensure timely, compliant project delivery.