About The Position

As the Global Front Office Support Lead, you will play a pivotal role in delivering seamless Front Office services to Alpha clients while driving Front-to-Back (F2B) operational optimization across State Street’s Alpha platform. You will lead a global team dedicated to supporting client investment professionals, ensuring accurate and timely processing tied directly to Front Office activities that could also have downstream impacts to Middle and Back office. Acting as a strategic and operational leader, you will oversee implementation and BAU activities, serve as a subject matter expert, and act as the primary escalation point for complex Front Office queries and a supporting role in Middle Office and Back office queries. This role requires strong collaboration with clients and key stakeholders including GD functional and client leads, Alpha, and CRD to enhance client outcomes, improve operational efficiency, and support business growth.

Requirements

  • Hands on front office expertise with Charles River Investment Management System (CRD/CRIMS), Alpha Data Platform (ADP), IBOR/investment Accounting (RKS), Salesforce, JIRA, and Confluence for workflow, issue management, and documentation
  • Previous work experience on front office trading desks engaging with Portfolio Managers, Traders, and Desk Head/Head of Investment executives.
  • Proficiency across other State Street (STT) platforms including GTM, SSCD, Cash HUB, D-HUB, ESP and TLM/PLM, with deep understanding of their integration into portfolio and operational workflows.
  • 15+ years of Investment Management trading and operational support experience.
  • Relevant degree in Finance, Accounting, Business, Economics, Mathematics or similar field.
  • Exceptional written and verbal communication skills; strong client-facing and presentation capabilities.
  • Proven leadership and resource management expertise across global teams.
  • Ability to lead through change and drive transformation.
  • Proficiency in Microsoft Office, SQL coding, and accounting platforms.
  • High technical aptitude, including the ability to understand system architecture, troubleshoot complex data and workflow issues, and partner with technology teams on enhancements and automation initiatives.

Nice To Haves

  • Exposure to other leading Order Management Systems (OMS) such as Bloomberg (BBG) and similar platforms, with practical knowledge of trade lifecycle and front-to-back integration

Responsibilities

  • Strategic Leadership Set and execute the global strategy for Front Office Support (FOS) and operational readiness, aligning with organizational priorities such as growth, risk management, and client retention.
  • Manage strategic relationships with CRD leadership globally, focusing on collaboration and issue resolution to reduce friction for clients and internal teams.
  • Drive initiatives to standardize global operating procedures and risk profiles, ensuring consistency and compliance across regions.
  • Lead workforce optimization initiatives, including capacity planning, talent mix alignment, and global resourcing strategies to maximize efficiency and support transformation goals.
  • Client Experience & Stakeholder Engagement Collaborate with senior stakeholders, external partners, and clients across regions to deliver best in class operational support and foster cross functional alignment.
  • Act as the primary global escalation point for Alpha clients, FOS teams, and AOIA senior functional management, ensuring timely resolution of complex queries.
  • Oversee client onboarding and migrations, ensuring operational readiness and alignment with Alpha’s roadmap and global standards.
  • Operational Excellence Coordinate BAU issue resolution across Front, Middle, and Back Office, ensuring OMS (CRIMS) and IBOR and/or investment accounting accuracy through working with Portfolio Health counterparts globally.
  • Globally responsible for managing broker configurations, user settings, and trading defaults within CRIMS trading software.
  • Lead investigations and coordinate global teams for timely query resolution, leveraging tools such as Salesforce and IMT to track metrics and demonstrate service quality.
  • Data Integrity & Control Monitor and manage risk exposure, ensuring adherence to internal policies and regulatory requirements.
  • Consolidate and standardize global Standard Operating Procedures (SOPs) and risk profiles to ensure consistency, compliance, and operational resilience across regions
  • Support internal and external audits, compliance reviews, and regulatory reporting, maintaining robust documentation and governance frameworks .
  • Transformation & Technology Enablement Champion transformation initiatives to improve service quality, cost efficiency, and scalability both pre and post client migration.
  • Leverage and drive advanced technologies, including AI tools, to drive process automation, workload optimization, and operational resilience.
  • Leadership & Workforce Optimization Lead and develop a high-performing global team, fostering a culture of accountability, continuous improvement, and professional growth.
  • Drive workforce optimization, including capacity planning, talent mix alignment, and owning footprint and location strategy to ensure optimal global resource deployment and cost efficiency.

Benefits

  • 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
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