Professional Services Consultant, AVP

State Street; Princeton (NJ); On-site; USD 100,000 - 168,000; Full time

Benefits offered by this job

401K with company match

Medical, dental, vision insurance

Paid time off

Employee assistance program

Incentive compensation

Savings plans

Job summary

State Street is seeking an Insurance Professional Services AVP to support client onboarding and conversion initiatives for our software solutions in New Jersey. You will work with clients to prepare data conversion templates and coordinate across teams to ensure accurate, timely delivery of project milestones.

The role emphasizes client-focused analysis, data-driven decision making, and a proactive approach to risk and issue resolution in a fast-paced environment.

Qualifications

• Bachelor’s degree in accounting, Finance, or related field.
• Five or more years of investment accounting experience.
• Knowledge of insurance accounting principles and regulatory reporting; PAM preferred.
• Proficiency with Microsoft Office including Excel, Word, PowerPoint, and Copilot.

Responsibilities

• Support client onboarding and conversion projects to State Street software solutions.
• Define, prepare, and validate data conversion templates to align with software requirements.
• Identify, resolve and escalate project issues while assessing risk and impact.
• Collaborate with internal teams to execute deliverables and requirements.
• Contribute to multiple engagements, ensuring timely completion of responsibilities.
• Define enhancements to internal processes, procedures, and controls.
• Educate clients on State Street functionality and participate in remote and onsite engagements.

Skills

Communication skills

Analytical thinking

Data conversions

Onboarding experience

Project coordination

Education

Bachelor’s in Accounting/Finance

Tools

PAM platform

Excel

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.

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)
• 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.