Project Management, Vice President,

State Street • Quincy, MA

2d

About The Position

State Street Global Delivery - Client Business Integration is seeking a Vice President to lead and oversee Back Office Accounting, Custody, and Insurance client conversion initiatives. The role supports State Street Global Services, which provides custody, accounting, fund administration, shareholder recordkeeping, and operations services for alternative assets. The Vice President manages conversion programs and onboarding, works with clients and internal teams to resolve issues and meet deadlines, and helps maintain compliant, efficient operations and a strong client experience.

Requirements

• Minimum 15 years of financial services experience, including project or program management experience.
• PMP certification and/or consulting experience required.
• Knowledge of Investment Manager Servicing, Transaction Management, Capital Markets, Back Office Accounting and Custody, reconciliation, and State Street business offerings.
• Proven leadership and program management skills.
• Strong communication, interpersonal, decision-making, and negotiation skills.
• Ability to work effectively with executive management and influence and collaborate across multiple organizations.
• Ability to organize and multitask in a fast-paced environment.
• Proficiency in managing agile projects.
• Strong project management, analytical and problem-solving, communication, information technology, teamwork, leadership, written, and verbal skills.
• Knowledge of complex fund structures and investment types.
• Strong Microsoft Office skills, including advanced PowerPoint and Excel features.
• SharePoint, project management, and reporting automation skills.

Nice To Haves

• Advanced or Master’s degree focused on Accounting, Economics, Finance, Technical studies, or a related field.
• Experience with MCH and eHorizon, particularly complex fund investment servicing.
• Experience with ePAM Insurance.

Responsibilities

• Manage client conversion activities, including new client onboardings, outgoing conversions, transition management (Asset Restructuring), mergers, interfund transfers, and in-kind transfers.
• Execute onboarding plans and related activities for custody clients in accordance with regulatory standards.
• Support new client relationships and expansion of existing relationships.
• Maintain comprehensive knowledge of processes and the operating model.
• Implement operational changes that streamline functions and optimize service and technology use while adhering to regulatory standards.
• Communicate with clients and internal stakeholders about conversion status, identify issues, and work together to ensure processing follows best practices.
• Quantify, document, and explain processing methodology differences so client and internal teams understand the changes.
• Coordinate with internal stakeholders, including COE and processing teams, to meet client procedures and deadlines.
• Research and resolve discrepancies involving asset transfers and custody settlements, providing technical expertise.
• Keep project management information current and promptly highlight potential risks and possible solutions.
• Foster collaboration within the team and across business lines.
• Coordinate with team members, Shared Service teams, COEs, Client Operations, and other business units to ensure seamless conversions and provide ad hoc support.
• Support effective cross-training across teams to help develop a global conversion team.

Benefits

• 401(k) retirement savings plan with company match.
• Insurance coverage, including basic life, medical, dental, vision, and long-term disability, with optional additional coverage.
• Paid time off, including vacation, sick leave, short-term disability, and leave for family care responsibilities.
• Employee Assistance Program.
• Incentive compensation, including eligibility for annual performance-based awards, subject to stated exceptions.
• Eligibility for certain tax-advantaged savings plans.
• Inclusive development opportunities, flexible work-life support, paid volunteer days, and employee networks.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed