State Street Alpha Transaction Management Implementation Lead, Vice President

State Street; Quincy (MA); On-site; USD 110,000 - 181,000; Full time

Job summary

State Street is seeking a seasoned Client Implementation Lead in Massachusetts to oversee end-to-end onboarding and integration across asset classes, including derivatives and repos. You will drive cross-operations projects, configure the Alpha platform for client-specific workflows, and manage timelines, risks, and stakeholder expectations.

You will collaborate with portfolio managers and operations teams, deliver robust solutions, and ensure successful go-live with strong testing and

Qualifications

• BS degree in Business, Finance, Economics or Engineering.
• 10+ years of industry experience with front, middle, and back office integration, functionality, and electronic trading platforms.
• Experience delivering client onboarding and implementation projects across asset classes.

Responsibilities

• Drive the delivery of cross-operations projects across all typical project phases.
• Work with external clients and portfolio managers to configure the Alpha platform for client-specific workflows.
• Project initiation and scoping- including plan definition and managing realistic expectations for successful delivery with project stakeholders
• Manage business analysis and requirements definition
• Support ongoing project management- including progress monitoring, reporting and quality assurance throughout the project
• Build and manage strong relationships with project sponsors and stakeholders in Operations, Technology and the business, understanding competing priorities across these groups
• Work with Operations business units to assess and streamline processes in order to mitigate risk, cost or service issues and generate efficiencies
• Collaborate with other teams to share approaches, develop best practices and improve team capabilities to successfully migrate clients
• Domestic and/or international travel may be required

Skills

Client onboarding

Stakeholder management

Project leadership

SDLC & Agile

Power BI usage

Education

BS degree in Business, Finance, Economics or Engineering

Tools

Power BI

JIRA

Rally

RTC

MS Visio

MS Project

Job description

Who We Are Looking For

The Alpha Strategy and Implementation Services Team at State Street is seeking a qualified Client Implementation Lead to support the industry’s first comprehensive front-to-back client servicing platform. This leadership role is dedicated to facilitating end-to-end integration for clients, encompassing all asset classes, including equities, fixed income, and complex instruments such as derivatives, bank loans, and repurchase agreements (repos).

Key Responsibilities

• Oversee due diligence activities to ensure a thorough understanding of client requirements and operational environments.
• Identify gaps in current operating models and drive the design of client solutions, including trade and architecture flows, operational processes, and business system functionality.
• Manage the implementation and onboarding plan, including project timelines, conversion strategies, and post-go-live activities for client onboarding and implementation projects.
• Analyze post go-live change requests, collaborating with all stakeholders to define solutions, supervise testing, and oversee deployment in the live production environment.

Why this role is important to us

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What You Will Be Responsible For

• Drive the delivery of cross-operations, high priority projects across all typical project phases
• Work with external clients and portfolio managers to configure the Alpha platform for client-specific workflows
• Project initiation and scoping- including plan definition and managing realistic expectations for successful delivery with project stakeholders
• Manage business analysis and requirements definition
• Support ongoing project management- including progress monitoring, reporting and quality assurance throughout the project
• Build and manage strong relationships with project sponsors and stakeholders in Operations, Technology and the business, understanding competing priorities across these groups
• Work with Operations business units to assess and streamline processes in order to mitigate risk, cost or service issues and generate efficiencies
• Collaborate with other teams to share approaches, develop best practices and improve team capabilities to successfully migrate clients
• Domestic and/or international travel may be required

What We Value

• 10+ years of industry experience with front, middle, and back office integration, functionality, and electronic trading platforms
• Strong understanding of Transaction Management Middle Office services and operating models; subject matter expertise in standard financial services static data as it applies to middle office trade processing
• Strong knowledge of financial instruments and asset classes such as Equities, Fixed Income, Derivatives, and structured products including TBAs and Repos
• In-depth understanding and prior experience with industry utilities such as DTCC CTM, DTCC Alert, FX Connect, other Middle Office vendor applications, and messaging protocols like XML and SWIFT
• Proven history of understanding and analyzing complex client use cases and large data sets; ability to create visual dashboards using tools such as Microsoft CoPilot and PowerBI
• Exceptional communication, problem-solving, and analytical skills; attention to detail and organization – able to independently troubleshoot and gather supporting evidence
• Ability to work on multiple projects concurrently and prioritize work accordingly
• Expertise in MS Office, including CoPilot, MS Visio, Project, and PowerPoint
• Competency in SDLC & Agile Methodology and tools (i.e., JIRA, Rally, RTC)

Education & Preferred Qualifications

• BS degree in Business, Finance, Economics or Engineering
• 10+ years of industry experience with front, middle, and back office integration, functionality, and electronic trading platforms

Salary Range

$110,000 - $181,250 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); and, 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.

Job ID: R-795734