Wealth Managed Accounts Ops Leader

State Street; Burlington (MA); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

401K with company match

Paid time off

Employee networks

Job summary

State Street in Burlington, MA seeks an AVP, Client Service and Operations Support for Managed Account Servicing to help grow outsourced capabilities for institutional asset and wealth managers.

The role blends wealth, performance management, project management, service and financial systems implementation, with a focus on the US market and handling day-to-day operations and client issues.

Qualifications

• Experience with data and reporting systems.
• Strong analytical and communication skills.

Responsibilities

• Daily SMA operational tasks supporting multiple clients.
• Monthly performance activities including reconciliations and data checks.

Tools

SQL / MS SQL Server

Job description

State Street in Burlington, MA seeks an AVP, Client Service and Operations Support for Managed Account Servicing to help grow outsourced capabilities for institutional asset and wealth managers.

The role blends wealth, performance management, project management, service and financial systems implementation, with a focus on the US market and handling day-to-day operations and client issues.