ETF Servicing Lead, Assistant Vice President

State Street•Quincy, MA
•$70,000 - $130,000

About The Position

The ETF Servicing Lead is a leadership role within State Street Global Services’ ETF servicing and technology ecosystem. The position combines ETF product and operational expertise, client leadership, process and control design, and technology delivery. The lead helps shape the global ETF servicing model, strengthen operational readiness, and develop scalable platform solutions. Serving as the primary ETF subject matter expert for an assigned client portfolio, the role guides clients through the ETF lifecycle and leads onboarding, product launches, regulatory changes, and operational-readiness activities. The lead partners with operations, settlements, technology, product, and global delivery teams to ensure consistent execution, resolve issues, and deliver strategic initiatives from requirements and solution design through testing, implementation, and post-implementation readiness. The position also supports platform integration and modernization, process optimization, automation, and Global Delivery Simplification while maintaining appropriate controls. It identifies delivery risks, establishes governance and ownership, and communicates progress and decisions to senior stakeholders and external partners. The role supports State Street Global Services’ mission of providing institutional asset owners and managers with custody, accounting, fund administration, shareholder recordkeeping, and operational solutions.

Requirements

  • Bachelor’s degree.
  • At least 5 years of experience in ETF operations, ETF servicing, financial services operations, or a comparable field.
  • Deep understanding of ETF structures, lifecycle events, global servicing models, basket activity, and settlement processes.
  • Advanced understanding of global ETF operating models, industry practices, and operational risk considerations.
  • Ability to define, document, and present clear processes, controls, and business requirements.
  • Project management and business analysis capabilities, including experience leading complex cross-functional initiatives.
  • Ability to understand order-flow mechanics across multiple banking systems and support multi-client platform integration.
  • Strong communication skills, including the ability to explain complex operational and technical concepts to clients, executives, and delivery teams.
  • Ability to translate business needs into requirements, process designs, and actionable technology solutions.
  • Experience with ETF platforms and the ability to lead integration and modernization initiatives.
  • Ability to document workflows, identify risks, and establish effective operational controls.
  • Strong analytical and problem-solving skills for evaluating complex data flows, investigating issues, and improving processes.
  • Ability to align global teams, manage competing priorities, and influence decisions without direct authority.
  • Understanding of relevant ETF requirements and practical risk-mitigation approaches.
  • Focus on innovation, scalability, operating efficiency, and client experience.

Nice To Haves

  • Experience with ETFGP, Fund Connect, BET, XFT, or comparable ETF servicing platforms.
  • MBA or advanced degree focused on finance, economics, or a related field.
  • Demonstrated experience leading client onboarding, operational change, technology delivery, or global process transformation.

Responsibilities

  • Serve as the primary ETF subject matter expert for an assigned client portfolio, providing guidance across the full ETF lifecycle.
  • Lead client onboarding for new ETFs and coordinate product launches, regulatory changes, and operational-readiness activities.
  • Design and implement efficient, controlled, and scalable operating models for global ETF servicing.
  • Partner with ETF Operations, Settlements, Technology, Product, and Global Delivery teams to support consistent execution and resolve issues.
  • Lead requirements gathering, solution design, testing coordination, implementation, and post-implementation readiness for strategic initiatives.
  • Create, review, and refine business requirements for enhancements to ETFGP, Fund Connect, BET, XFT, and related integrations.
  • Advance platform integration and modernization to support multi-client servicing, scalable onboarding, and improved client experience.
  • Promote process optimization, automation, and Global Delivery Simplification while maintaining appropriate operational controls.
  • Identify delivery risks, establish ownership and governance, and communicate decisions, dependencies, and progress to senior stakeholders.
  • Provide concise, technically grounded updates to internal leadership and external partners.

Benefits

  • Competitive and comprehensive benefits packages, varying by location.
  • Medical care and insurance coverage, including basic life, medical, dental, vision, long-term disability, and optional additional coverages.
  • Retirement savings plan (401(k)) with company match.
  • Paid time off, including vacation, sick leave, short-term disability, and family-care responsibilities.
  • Employee Assistance Program.
  • Incentive compensation, including eligibility for annual performance-based awards, subject to applicable role exclusions or sales incentive plans.
  • Eligibility for certain tax-advantaged savings plans.
  • Flexible Work Programs and flexible work-life support.
  • Development programs and educational support.
  • Paid volunteer days and matching gift programs.
  • Employee networks.
  • Inclusive development opportunities.
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