Global Head of Client Onboarding & Billing Operations

State Street; Boston (MA); On-site; USD 170,000 - 253,000; Full time

Benefits offered by this job

401K matching

Comprehensive benefits

Paid time off

Employee Assistance Program

Job summary

State Street Investment Management is seeking a Global Head of Client Implementation & Billing Services to lead a global team and shape the operating model across onboarding, billing and controls. The role partners with CX, Finance, Investments and Technology to deliver scalable, high-quality client experience.

The ideal candidate has 15+ years in financial services with deep expertise in asset management, client operations, and billing, plus a proven ability to lead global teams, drive

Qualifications

• 15+ years of financial services experience with leadership in asset management, client implementation, billing, or related functions.
• 10+ years in senior leadership roles with responsibility for complex operations and global teams.
• Experience designing global operating models and leading large-scale transformation.
• Experience leading client implementation and billing operations, risk, controls, and remediation.
• Experience partnering with technology teams to deliver workflow, data, billing, or client-service platforms.
• Strong understanding of AI and automation and their application to operational processes.
• Proven ability to influence senior stakeholders and lead high-performing global teams.
• Undergraduate degree required; advanced degree preferred.

Responsibilities

• Lead global Client Implementation & Billing Services, including client onboarding, account and mandate setup, invoice setup, billing operations, issue escalation, remediation, and operational controls.
• Define and execute the global operating model and transformation roadmap, driving consistency, scalability, efficiency, accountability, and end-to-end ownership.
• Partner with CX Platform and other technology teams to define business requirements and priorities for client implementation, workflow, data, and billing platforms.
• Drive adoption of AI, automation, and workflow solutions to accelerate client implementation, improve billing accuracy, reduce manual work, and strengthen controls.
• Build and develop a high-performing global team with clear accountability and performance expectations.
• Partner with senior stakeholders across CX, COO, CCG, Investments, Finance, Legal, Compliance, and Technology to deliver strong client experience and business outcomes.
• Support broader CX strategy, business blueprint, and operating-model transformation initiatives.

Skills

Asset management

Client implementation

Billing operations

AI & automation

Executive communication

Stakeholder management

Global team leadership

Education

Undergraduate degree

Job description

State Street Investment Management is seeking a Global Head of Client Implementation & Billing Services to lead a global team and shape the operating model across onboarding, billing and controls. The role partners with CX, Finance, Investments and Technology to deliver scalable, high-quality client experience.

The ideal candidate has 15+ years in financial services with deep expertise in asset management, client operations, and billing, plus a proven ability to lead global teams, drive