State Street Corporation-posted 4 months ago
$110,000 - $170,000/Yr
Full-time • Senior
Boston, MA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

As the Client Implementation Vice President, you will lead a team that is responsible for planning, coordination and execution of client and product events at State Street Investment Management (SSIM) across multiple global regions. You will develop and drive strategy for managing client onboarding, change, and termination events, champion the maintenance, governance, and usage of internally generated reference data, and identify and develop requirements for automation opportunities across the organization. You will oversee team, processes and tools needed for planning, coordination and execution of client related events, assist in the planning, coordination and execution of client and product events at SSIM, and engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes. This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event. You will work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirements and solicit input as needed, make adjustments to plan and execution depending on external needs and internal business policies and standards, and participate in or lead projects aimed at continually improving the firm's overall business processes. You will also own, along with the Investment team, the process of implementing a client event from an investment perspective and perform other employee related matters such as training and reviews.

  • Lead a team responsible for planning, coordination and execution of client and product events.
  • Develop and drive strategy for managing client onboarding, change, and termination events.
  • Champion the maintenance, governance, and usage of internally generated reference data.
  • Identify and develop requirements for automation opportunities across the organization.
  • Oversee team, processes and tools needed for planning, coordination and execution of client related events.
  • Assist in the planning, coordination and execution of client and product events across multiple global regions.
  • Engage the organization ensuring that all appropriate parties and functional groups are informed and involved.
  • Evaluate the complexity, fund structures, special requirements, and risks associated with each event.
  • Work with Relationship Managers, Product Development and Investment teams to articulate event requirements.
  • Make adjustments to plan and execution based on external needs and internal business policies.
  • Participate in or lead projects aimed at improving the firm's overall business processes.
  • Own the process of implementing a client event from an investment perspective.
  • Perform employee related matters such as training and reviews.
  • Minimum 15 years' experience in the investment management field with specific focus on investment operations.
  • Deep understanding of complex investment issues, processes and vehicles related to client events.
  • Strong desire to continuously improve industry and investment knowledge.
  • Strong project management skills.
  • Excellent interpersonal, time management and execution skills.
  • Ability to build and maintain professional relationships with clients and internal teams.
  • Ability to take a leadership role in the decision-making process.
  • Strong business discernment and analytical skills.
  • Consistent track record of successfully leading client events.
  • Excellent written & verbal communications and presentation skills.
  • Bachelor's Degree required.
  • CFA/MBA or equivalent experience preferred.
  • Generous medical care.
  • Insurance and savings plans.
  • Flexible Work Programs.
  • Development programs and educational support.
  • Paid volunteer days.
  • Matching gift programs.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service