ETF Servicing Lead, Assistant Vice President

State Street; Quincy (MA); In loco; USD 140.000 - 210.000; Tempo pieno

Descrizione del lavoro

State Street is seeking an ETF Servicing Lead in the Massachusetts area to guide clients through the full ETF lifecycle, including onboarding, regulatory changes, and scalable servicing design.

You will collaborate with Operations, Settlements, Technology, Product, and Global Delivery to ensure consistent execution and risk-aware, efficient solutions that enhance client experience.

Competenze

• Bachelor's degree required.
• Minimum of 5 years of experience in ETF operations, ETF servicing, financial services operations, or a comparable field.
• Experience with ETFGP, Fund Connect, BET, XFT, or comparable ETF servicing platforms preferred.
• MBA or advanced degree with a focus in finance, economics, or a related field preferred.

Mansioni

• Serve as the primary ETF subject matter expert for an assigned portfolio of clients, providing guidance across the full ETF lifecycle.
• Lead client onboarding for new ETFs and coordinate product launches, regulatory changes, and operational-readiness activities.
• Design and implement efficient, controlled, and scalable operating models for global ETF servicing.
• Partner with ETF Operations, Settlements, Technology, Product, and Global Delivery teams to support consistent execution and issue resolution.
• Lead requirements gathering, solution design, testing coordination, implementation, and post-implementation readiness for strategic initiatives.
• Create, review, and refine business requirements supporting enhancements to ETFGP, Fund Connect, BET, XFT, and related integrations.
• Advance platform integration and modernization to support multi-client servicing, scalable onboarding, and improved client experience.
• Champion process optimization, automation, and Global Delivery Simplification objectives while maintaining appropriate operational controls.
• Identify delivery risks, establish clear ownership and governance, and communicate decisions, dependencies, and progress to senior stakeholders.
• Provide concise, technically grounded updates to internal leadership and external partners.

Conoscenze

Professional communication

Project leadership

Business analysis

ETF product & operations knowledge

Technology & integration

Process & control design

Data analysis

Stakeholder management

Regulatory & risk awareness

Continuous improvement

Formazione

Bachelor's degree

MBA or advanced degree

Strumenti

ETFGP

Fund Connect

BET

XFT

Descrizione del lavoro

Role Summary

The ETF Servicing Lead is a critical leadership role within the ETF servicing and technology ecosystem. The position combines deep ETF product and operational knowledge, client leadership, process and control design, and technology delivery. The successful candidate will help shape the global ETF servicing model, strengthen operational readiness, and advance scalable platform solutions.

Who We Are Looking For

We are seeking an experienced ETF leader who can connect client needs, operational execution, risk management, and technology strategy. The ideal candidate communicates with confidence, works effectively across global teams, and translates complex ETF requirements into practical, controlled, and scalable solutions.

• Deep ETF expertise across the product lifecycle, including order activity, basket creation, servicing, and settlement.
• Advanced understanding of global ETF operating models, industry practices, and operational risk considerations.
• Proven ability to define, document, and present clear processes, controls, and business requirements.
• Strong project management and business analysis capabilities, with experience leading complex cross-functional initiatives.
• Ability to understand order-flow mechanics across multiple banking systems and support multi-client platform integration.
• Executive-level communication skills and the ability to build trust with clients, operations teams, product partners, and technology stakeholders.

Why This Role Is Important to Us

The team is part of State Street Global Services (SSGS). SSGS provides asset owners and managers with financial tools and servicing capabilities across custody, accounting, fund administration, shareholder recordkeeping, and operational solutions. The ETF Servicing Lead supports this mission by strengthening client delivery, operational resilience, and the scalability of our ETF servicing model.

Key Responsibilities

• Serve as the primary ETF subject matter expert for an assigned portfolio of clients, providing guidance across the full ETF lifecycle.
• Lead client onboarding for new ETFs and coordinate product launches, regulatory changes, and operational-readiness activities.
• Design and implement efficient, controlled, and scalable operating models for global ETF servicing.
• Partner with ETF Operations, Settlements, Technology, Product, and Global Delivery teams to support consistent execution and issue resolution.
• Lead requirements gathering, solution design, testing coordination, implementation, and post-implementation readiness for strategic initiatives.
• Create, review, and refine business requirements supporting enhancements to ETFGP, Fund Connect, BET, XFT, and related integrations.
• Advance platform integration and modernization to support multi-client servicing, scalable onboarding, and improved client experience.
• Champion process optimization, automation, and Global Delivery Simplification objectives while maintaining appropriate operational controls.
• Identify delivery risks, establish clear ownership and governance, and communicate decisions, dependencies, and progress to senior stakeholders.
• Provide concise, technically grounded updates to internal leadership and external partners.

Skills and Capabilities

• Professional communication: Ability to explain complex operational and technical concepts clearly to clients, executives, and delivery teams.
• Project leadership: Experience managing large-scale, cross-functional initiatives with disciplined governance, risk management, and execution.
• Business analysis: Ability to translate business needs into clear requirements, process designs, and actionable technology solutions.
• ETF product and operations knowledge: Deep understanding of ETF structures, lifecycle events, global servicing models, basket activity, and settlement processes.
• Technology and integration: Experience with ETF platforms and the ability to lead integration and modernization initiatives.
• Process and control design: Ability to document workflows, identify risks, and establish effective operational controls.
• Data analysis and problem-solving: Strong analytical skills to evaluate complex data flows, investigate issues, and improve processes.
• Stakeholder management: Ability to align global teams, manage competing priorities, and influence decisions without direct authority.
• Regulatory and risk awareness: Understanding of relevant ETF requirements and practical risk-mitigation approaches.
• Continuous improvement: A strong focus on innovation, scalability, operating efficiency, and client experience.

Education and Preferred Qualifications

• Bachelor's degree required.
• Minimum of 5 years of experience in ETF operations, ETF servicing, financial services operations, or a comparable field.
• Experience with ETFGP, Fund Connect, BET, XFT, or comparable ETF servicing platforms preferred.
• MBA or advanced degree with a focus in finance, economics, or a related field preferred.
• Demonstrated experience leading client onboarding, oper