Global Head of Client Solutions, Client Reporting Services, VP II - State Street Investment Management

State Street Investment Management; Boston (MA); On-site; USD 200,000 - 280,000; Full time

Job summary

State Street Investment Management seeks a Vice President to serve as Global Head of Client Solutions, Client Reporting Services within the CX Technology and Business Services organization. You will lead the team across North America and EMEA, ensuring responsive client reporting and coordination with production teams.

The role requires strong operational leadership, client-centric focus, risk discipline, and a proactive stance on automation and AI to improve efficiency.

Qualifications

• Significant experience in asset management, client reporting, or related financial services operations.
• Experience leading teams and managing complex day-to-day operations.
• Experience coordinating across client-facing and production teams.
• Experience improving operational processes, controls and service delivery.
• Experience supporting operating-model transformation, automation, or tech-enabled process improvement.
• Undergraduate degree required.

Responsibilities

• Lead the day-to-day operations of the Client Solutions team across North America and EMEA, managing 10+ professionals.
• Oversee client reporting inquiries, translate client needs into reporting requirements for production teams.
• Ensure service quality, risk management, and operational controls across Client Solutions.
• Design and execute a global operating model for Client Reporting, driving consistency and efficiency.
• Identify opportunities to improve efficiency through automation and AI.
• Partner with CX teams to enhance end-to-end client reporting experience.
• Build and develop a high-performing, client-centric team.

Skills

Team leadership

Client reporting

Operational management

Risk management

Automation & AI

Stakeholder management

Cross-functional collaboration

Education

Undergraduate degree

Job description

State Street Investment Management is seeking a Vice President to serve as Global Head of Client Solutions, Client Reporting Services within the COO Client Experience (CX) Technology and Business Services organization. Reporting to the Managing Director, Global Head of Client Reporting Services, this role will lead the Client Solutions team across North America and EMEA, ensuring effective resolution of client reporting inquiries and strong coordination between client-facing and reporting production teams.

What You Will Be Responsible For

• Lead the day-to-day operations of the Client Solutions team across North America and EMEA, managing a team of 10+ professionals.
• Oversee client reporting inquiries by understanding client requirements, resolving questions related to reporting templates and content, and translating client needs into clear requirements for reporting production teams.
• Ensure strong service quality, responsiveness, risk management, and operational controls across the Client Solutions function.
• Participate in the design and execution of the global Client Reporting operating model, driving consistency, scalability, efficiency, and continuous improvement.
• Proactively identify opportunities to improve efficiency and service quality through automation, AI, and workflow optimization.
• Partner closely with CCG (Client Coverage Group), reporting production, technology, and other CX teams to improve the end-to-end client reporting experience.
• Build and develop a high-performing, client-centric team with clear accountability and a strong culture of continuous improvement.

What We Value

• Strong operational management skills with experience leading client service or operational teams.
• Strong client-centric mindset, with the ability to understand client needs and drive effective resolution.
• Strong understanding of risk, controls, and operational discipline.
• A transformative mindset, with the ability to contribute to global operating-model design and execution.
• A proactive approach to driving efficiency through automation and AI.
• Strong communication and stakeholder management skills across business, operations, and technology.
• Demonstrated ability to build, develop, and lead high-performing teams.

Qualifications & Experience

• Significant experience in asset management, client reporting, client servicing, or related financial services operations.
• Experience leading teams and managing complex day-to-day operations.
• Experience managing client reporting requirements and coordinating across client-facing and production teams.
• Demonstrated experience improving operational processes, controls, and service delivery.
• Experience supporting operating-model transformation, automation, or technology-enabled process improvement.
• Undergraduate degree required.

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 ID: R-800012