Investor Services-Client Services Oversight & Control, AVP

State Street•Toronto, ON

1d•CA$91,000 - CA$140,500

About The Position

This role is a key contributor to the Canada and United States Asset Owner Client Service teams within Investor Services, with a focus on supporting tactical and strategic governance and project management across a variety of disciplines.

Requirements

Proven track record of strong project management performance
Capable of thinking strategically and analytically with a demonstrated ability of driving execution
Acts with a high level of responsiveness
Ability to work collaboratively across multiple business groups and levels of the organization but also able to act independently
Strong PowerPoint, Excel, and written communication skills
Strong organizational skills, attention to detail and ability to multi-task
Self-motivated, strong work ethic
Agile and adaptable to change
Ability to quickly and effectively absorb new concepts and business knowledge
Bachelor’s degree required
Minimum 5+ years’ experience preferred

Nice To Haves

PMP certification a plus
desire to achieve PMP certification

Responsibilities

Act as an SME, produce regular reporting, follow up with owners and identify and escalate issues related to the Client Service’s Billing Governance Program, overseeing millions of dollars in aged receivables and quarterly reserves.
Lead key risk initiatives for the Canada and US Asset Owner teams through business as usual (BAU) risk/compliance maintenance and monitoring and project managing issue specific remediation projects.
Act as the First Line of Defense (FLOD) representative for the team, maintaining the regular governance process on AML periodic reviews for the business and acting as the FTTOP Practitioner (SME) for the business.
Oversee client service’s inputs to Canada Common Reporting Standard (CRS) & FATCA (Foreign Account Tax Compliance Act) Tax reporting process to ensure compliance with standards for Canadian Financial Institutions.
Support projects in a variety of capacities and disciplines based on the key initiatives of the client service team, including operating model, people strategy, client specific remediations, process improvement, etc.
Perform business analysis, strategy planning and governance, and adhoc project activities as needed.
Regularly interact with client service teams located across US and Canada, Delivery Partners, Relationship Managers, Business Risk & Compliance teams, Billing, Legal, Tax, and other divisions.