Senior Transfer Agency & Intermediary Oversight AVP

State Street; Boston (MA); On-site; USD 78,000 - 130,000; Full time

Job summary

State Street seeks an AVP in Transfer Agency and Intermediary Oversight to lead governance and reporting of TA/FI operations. You will oversee multiple transfer agents, review intermediary payments, and drive continuous improvement with internal and external partners.

The role emphasizes client service focus, risk discipline, and cross-functional collaboration to deliver accurate, timely results. Bachelor’s degree and 5–8 years of relevant experience are preferred.

Qualifications

• Extensive transfer agency and financial intermediary operations experience.
• Ability to develop governance standards and drive continuous improvement.
• Strong communication and stakeholder management skills.

Responsibilities

• Oversee day-to-day mutual fund operations across multiple Transfer Agents.
• Review and assist with intermediary payments (12b-1, shareholder servicing, revenue share).
• Lead quarterly intermediary meetings and cross-functional working groups.
• Coordinate intermediary set ups with transfer agents and review contracts.
• Prepare quarterly board reporting and act as liaison with internal teams.

Skills

Transfer agency operations

Financial intermediary operations

Governance and controls

Board reporting

Cross-functional collaboration

Education

Bachelor's degree

Tools

DTCC/Mutual Fund Profile II

Job description

State Street seeks an AVP in Transfer Agency and Intermediary Oversight to lead governance and reporting of TA/FI operations. You will oversee multiple transfer agents, review intermediary payments, and drive continuous improvement with internal and external partners.

The role emphasizes client service focus, risk discipline, and cross-functional collaboration to deliver accurate, timely results. Bachelor’s degree and 5–8 years of relevant experience are preferred.