Project Management - Conversions, Vice President

State Street•Quincy, MA

4d•$110,000 - $188,750

About The Position

The Project Management – Conversion Lead manages client conversion activity, including new client onboardings, outgoing conversions, transition management (Asset Restructuring), mergers, interfund transfers, and in-kind transfers. The position is located in North Quincy, Massachusetts. The role manages multiple conversion-related projects and coordinates conversion requirements with internal and external parties. It involves participating in conversion planning, preparing guidelines, runbooks, task lists, and dashboards that outline milestones, responsibilities, and requirements, and reviewing markets and securities for transferability. The role also oversees transaction processing and settlements, monitors transactions for timely settlement, researches and resolves failing transactions, prepares trade status reports, performs reconciliations, and certifies assets after reconciliations are complete. The role calls for experience managing large-scale, multi-location projects; attention to detail and deadlines; strong written and communication skills; decision-making ability; and strong organizational skills. A bachelor’s degree and at least 10 years of financial services experience are requested, preferably with custody exposure and knowledge of financial market activities and transactions. The candidate should be able to manage teams in a global environment, handle various projects, and work under pressure. The stated annual salary range is $110,000–$188,750 for the specified location. Employees may participate in a benefits program that includes a retirement savings plan with company match, insurance coverage, paid time off, an Employee Assistance Program, incentive compensation eligibility, and certain tax-advantaged savings plans. The company also describes inclusive development opportunities, flexible work-life support, paid volunteer days, and employee networks.

Requirements

Bachelor’s degree.
10+ years of financial services experience.
Experience managing large-scale, multi-location projects.
Strong attention to detail and deadlines.
Strong written and communication skills.
Decision-making skills.
Strong organizational skills.
Ability to manage teams in a global environment while managing various projects.
Ability to work under pressure and handle multiple projects.

Nice To Haves

Custody exposure.
Knowledge of financial market activities and transactions.

Responsibilities

Manage multiple conversion-related projects.
Coordinate with internal and external parties to establish conversion requirements.
Participate in conversion planning meetings and exercises.
Organize conversion guidelines, runbooks, task lists, and dashboards outlining key milestones, responsibilities, and requirements.
Conduct reviews and analysis of markets and securities transferability.
Oversee transaction processing and settlements.
Monitor transactions to ensure timely settlement.
Research and resolve failing transactions.
Prepare and distribute trade status reporting.
Perform reconciliations.
Certify assets upon completion of reconciliations.

Benefits

401(k) retirement savings plan with company match.
Basic life, medical, dental, vision, long-term disability, and optional additional insurance coverage.
Paid time off, including vacation, sick leave, short-term disability, and time for family care responsibilities.
Access to an Employee Assistance Program.
Eligibility for annual performance-based incentive awards, with 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.