About The Position

The Project Management – Conversions Vice President is responsible for managing 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 with internal and external parties to establish conversion requirements. It supports conversion planning and organizes guidelines, runbooks, task lists, and dashboards that document milestones, responsibilities, and requirements. The role also reviews markets and securities for transferability and oversees transaction processing and settlements, including monitoring settlement timeliness, researching and resolving failed transactions, preparing trade-status reports, reconciling transactions, and certifying assets after reconciliation. The position is part of a team supporting institutional investors and State Street’s financial services operations. The stated annual salary range is $110,000–$188,750 for the specified location.

Requirements

  • Bachelor’s degree.
  • At least 10 years of financial services experience.
  • Experience managing large-scale, multi-location projects.
  • Detail- and deadline-oriented approach.
  • 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 analyses 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.
  • Medical insurance.
  • Dental insurance.
  • Vision insurance.
  • Basic life insurance and optional additional insurance coverages.
  • Long-term disability coverage.
  • Paid time off, including vacation and sick leave.
  • Short-term disability.
  • Paid leave for family care responsibilities.
  • Access to an Employee Assistance Program.
  • Eligibility for annual performance-based incentive awards, except 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.
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