Global Head of Shareholder Services, MD - State Street Investment Management

State Street•Boston, MA

5d•$170,000 - $252,500

About The Position

State Street Investment Management is seeking a Global Head of Shareholder Services within the COO Client Experience (CX) Technology and Business Services organization. This senior leader has global responsibility for Shareholder Services, ensuring strong day-to-day operational execution while setting strategic direction and transforming the global operating model. The role leads the evolution of Shareholder Services across people, process, technology, and operating model, working closely with CX, Client Coverage Group (CCG), Investments, and COO leadership to deliver a consistent, scalable, high-quality client experience.

Requirements

15 or more years of experience in financial services, with significant leadership experience in asset management, shareholder services, transfer agency, client operations, or related functions.
10 or more years in senior leadership roles with responsibility for complex operational organizations and/or global teams.
Demonstrated experience designing and implementing global operating models and leading large-scale operational transformation.
Proven experience managing business-as-usual operations, operational incidents, investigations, remediation, risk, and controls.
Experience partnering with technology teams to define business requirements and deliver major operational or client-service platforms.
Strong understanding of emerging AI and automation capabilities and their application to operational processes and client servicing.
Proven ability to lead across functions and influence senior stakeholders across business, investments, technology, operations, and client-facing organizations.
Demonstrated experience building, developing, and leading high-performing global teams.
Undergraduate degree required.

Nice To Haves

Advanced degree (MBA, MSc, or equivalent) preferred.

Responsibilities

Lead the global Shareholder Services organization and oversee business-as-usual operations, incident escalation, investigation, remediation, and operational oversight.
Set Shareholder Services’ strategic direction, define the future-state vision, and translate it into a global operating model and executable transformation roadmap.
Design and implement a global operating model that drives consistency, scalability, efficiency, and accountability across regions.
Partner with CX Development leadership to define business requirements and priorities for COMPASS, the new Shareholder Services technology platform.
Drive continuous improvement and adoption of AI, automation, and technology-enabled processes to enhance service quality, operational efficiency, scalability, and controls.
Build and lead a high-performing global team through talent development, strategic hiring, clear accountability, and defined performance expectations.
Build strong relationships with senior stakeholders across CX, COO, CCG, and Investments to support high-quality service and client experience.
Partner with CX and COO leadership on strategic initiatives, business blueprints, and operating-model transformation, integrating Shareholder Services into the broader Client Experience strategy.

Benefits

Retirement savings plan (401K) with company match.
Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional additional coverages.
Paid time off including vacation, sick leave, short-term disability, and family care responsibilities.
Access to an Employee Assistance Program.
Incentive compensation, including eligibility for annual performance-based awards, excluding certain sales roles subject to sales incentive plans.
Eligibility for certain tax-advantaged savings plans.
Inclusive development opportunities.
Flexible work-life support.
Paid volunteer days.
Employee networks.