Global Head of Client Solutions, Client Reporting Services, VP II - State Street Investment Management

State Street • Boston, MA

5d

About The Position

State Street Investment Management is seeking a Vice President to serve as Global Head of Client Solutions, Client Reporting Services within the COO Client Experience (CX) Technology and Business Services organization. Reporting to the Managing Director, Global Head of Client Reporting Services, this role leads the Client Solutions team across North America and EMEA, ensuring effective resolution of client reporting inquiries and strong coordination between client-facing and reporting production teams.

The role is responsible for day-to-day team operations, service quality, responsiveness, risk management, and operational controls. It contributes to the design and execution of the global Client Reporting operating model, with a focus on consistency, scalability, efficiency, and continuous improvement. The role also identifies opportunities to improve efficiency and service quality through automation, AI, and workflow optimization, while partnering with client coverage, reporting production, technology, and other CX teams to improve the end-to-end client reporting experience.

The successful candidate will build and develop a high-performing, client-centric team with clear accountability and a strong culture of continuous improvement.

Requirements

• Significant experience in asset management, client reporting, client servicing, or related financial services operations.
• Experience leading teams and managing complex day-to-day operations.
• Experience managing client reporting requirements and coordinating across client-facing and production teams.
• Demonstrated experience improving operational processes, controls, and service delivery.
• Experience supporting operating-model transformation, automation, or technology-enabled process improvement.
• Undergraduate degree required.
• Strong operational management skills and experience leading client service or operational teams.
• Strong client-centric mindset and ability to understand client needs and drive effective resolution.
• Strong understanding of risk, controls, and operational discipline.
• Strong communication and stakeholder management skills across business, operations, and technology.
• Demonstrated ability to build, develop, and lead high-performing teams.

Responsibilities

• Lead the day-to-day operations of the Client Solutions team across North America and EMEA, managing a team of 10+ professionals.
• Oversee client reporting inquiries by understanding client requirements, resolving questions related to reporting templates and content, and translating client needs into clear requirements for reporting production teams.
• Ensure service quality, responsiveness, risk management, and operational controls across the Client Solutions function.
• Participate in the design and execution of the global Client Reporting operating model, driving consistency, scalability, efficiency, and continuous improvement.
• Identify opportunities to improve efficiency and service quality through automation, AI, and workflow optimization.
• Partner with CCG (Client Coverage Group), reporting production, technology, and other CX teams to improve the end-to-end client reporting experience.
• Build and develop a high-performing, client-centric team with clear accountability and a strong culture of continuous improvement.

Benefits

• Inclusive development opportunities
• Flexible work-life support
• Paid volunteer days
• Employee networks

What This Job Offers

• Job Type: Full-time
• Career Level: Executive