Professional Services Consultant, AVP

STATE STREET CORPORATION; Princeton (NJ); Hybrid; USD 100,000 - 168,000; Full time

Benefits offered by this job

401K with company match

Medical, dental, vision insurance

PTO & sick leave

Employee Assistance Program

Incentive compensation

Tax-advantaged savings plans

Job summary

State Street Corporation is seeking an Assistant Vice President for the Insurance Professional Services team to lead client onboarding and conversion initiatives. You will work with clients to prepare and validate data conversion templates, coordinate with internal teams, and address issues and risks to ensure successful software implementations.

The role requires a strong foundation in investment accounting and insurance accounting principles, with the ability to educate clients on State Street

Qualifications

• Bachelor’s degree in accounting or Finance or related field.
• 5+ years of experience in investment accounting.
• Experience with insurance accounting principles and PAM or similar platforms preferred.
• Proficiency with Microsoft Office applications including Excel, Word, PowerPoint, and Copilot.

Responsibilities

• Support client onboarding and conversion projects for 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 impacts.
• Collaborate with internal teams to execute project deliverables and requirements.
• Contribute to multiple engagements simultaneously ensuring timely completion of responsibilities.
• Educate clients regarding State Street functionality and deliverables and participate in remote and onsite engagements as needed.

Skills

Client communication

Project coordination

Data analysis

Problem solving

Education

Bachelor’s degree in accounting or Finance or related field

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Copilot

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:

• 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

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.

Benefits

• 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

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.

Equal Opportunity Employer

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.

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.

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