Project Management - Conversions, Vice President

State Street•Quincy, MA

About The Position

The Project Management – Conversions Vice President 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 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 position also reviews markets and securities transferability, oversees transaction processing and settlements, monitors timely settlement, investigates and resolves failing transactions, prepares trade-status reporting, and performs reconciliations. The role certifies assets after reconciliations are complete.

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

Retirement savings plan (401(k)) with company match.
Insurance coverage including basic life, medical, dental, vision, and long-term disability, plus 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, subject to stated exclusions.
Eligibility for certain tax-advantaged savings plans.
Inclusive development opportunities.
Flexible work-life support.
Paid volunteer days.
Employee networks.