Business Professional Services Consultant, AVP

State Street; Kansas City (MO); On-site; USD 101,000 - 168,000; Full time

Benefits offered by this job

Comprehensive benefits

401K with company match

Paid time off

Job summary

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.

Responsibilities

• 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.

Skills

Strong communication

Organizational skills

Analytical abilities

Data conversion experience

Education

Bachelor's degree in accounting/finance

5+ years investment accounting

Insurance accounting principles

MS Office (Excel/PowerPoint)

Tools

Microsoft Office

Job description

Who We Are Looking For

The Insurance Professional Services team is seeking a business-focused professional to support client onboarding and conversion initiatives for State Street insurance solutions. The position requires a strong understanding of insurance and investment accounting operations, coupled with the ability to execute competing priorities in a fast-paced environment. The ideal candidate is client-focused, analytical, and driven to improve operational efficiency while delivering high-quality outcomes for both clients and the organization.

Who We Are Looking For

The Insurance Professional Services team is seeking a business-focused professional to support client onboarding and conversion initiatives for State Street insurance solutions. The position requires a strong understanding of insurance and investment accounting operations, coupled with the ability to execute competing priorities in a fast-paced environment. The ideal candidate is client-focused, analytical, and driven to improve operational efficiency while delivering high-quality outcomes for both clients and the organization.

What You Will Be Responsible For

As an Assistant Vice President in this role, you will:

• Support client implementation and conversion projects to State Street software solutions.
• Working 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.

What We Value

These skills will help you succeed in this role

• Strong written and verbal communication skills, with the ability to collaborate effectively across teams and interact professionally with clients and stakeholders.
• Excellent organizational skills with the ability to manage multiple priorities, maintain documentation, and meet project deadlines.
• Analytical and problem-solving abilities with experience supporting data conversions, onboarding reconciliation processes, and issue resolution.
• Analysis experience with the ability to assess requirements, support process improvements, and help develop solutions that enhance onboarding efficiency and project delivery outcomes.

Education & Preferred 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.

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

Salary Range

$100,000 - $167,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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Job Application Disclosure

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.