Project Management, Vice President,

State Street•Quincy, MA

4d•$110,000 - $188,750

About The Position

State Street is seeking a skilled Vice President to lead, manage, and oversee Back Office Accounting, Custody, and Insurance client conversion initiatives and deliverables. The role is part of State Street Global Delivery - Client Business Integration and supports client onboarding, conversions, and a strong client experience across State Street Global Services. The Vice President manages new client onboardings, outgoing conversions, transition management and asset restructuring, mergers, interfund transfers, and in-kind transfers. The role executes onboarding plans, supports new and existing client relationships, maintains comprehensive knowledge of processes and the operating model, and implements operational changes to improve service and technology use while adhering to regulatory standards. The position works closely with clients and internal stakeholders to monitor conversion status, address risks and discrepancies, document processing methodology differences, and ensure procedures and deadlines are met. It also provides technical expertise on asset transfers and custody settlements, fosters collaboration and cross-training across teams, and supports the development of a global conversion team.

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 operations, reconciliation, and State Street business offerings.
Background in complex fund structures and investment types.
Proven leadership and program management skills.
Strong project management, analytical and problem-solving skills, communication versatility, information technology acumen, teamwork, leadership, and written and verbal communication skills.
Strong interpersonal, decision-making, and negotiation skills.
Ability to work effectively with executive management and influence and collaborate across multiple organizations to reach common goals.
Ability to stay organized and multitask in a fast-paced environment.
Proficiency in managing agile projects.
Strong Microsoft Office skills, including advanced PowerPoint and Excel features, as well as SharePoint, project management, and reporting automation skills.
Candidates are expected to follow State Street corporate policies regarding return to office (RTO).

Nice To Haves

Advanced or master's degree focused on Accounting, Economics, Finance, a technical field, or a related field.
Experience with MCH and eHorizon, with a focus on complex fund investment servicing.
Experience with ePAM Insurance.

Responsibilities

Manage client conversion activities, including new client onboardings, outgoing conversions, transition management and asset restructuring, mergers, interfund transfers, and in-kind transfers.
Execute onboarding plans and associated activities for custody clients in accordance with regulatory standards.
Support new client relationships and the expansion of existing relationships.
Maintain comprehensive knowledge of the overall process and operating model.
Implement operational changes that streamline functions, optimize the service environment and technology utilization, and adhere to regulatory standards.
Communicate with clients and internal stakeholders to assess conversion status, identify issues, and 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 ensure client procedures and deadlines are met.
Research and resolve discrepancies related to asset transfers and custody settlements by providing technical expertise.
Keep project management information updated and highlight potential risks and possible solutions in a timely manner.
Develop and foster collaboration within the team and across business lines.
Work with team members, Shared Service teams, COEs, Client Operations, and other business units to ensure seamless conversions and provide ad hoc support.
Collaborate on cross-training across teams to support the goal of creating a global conversion team.

Benefits

Retirement savings plan (401K) with company match.
Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional additional coverages.
Paid time off, including vacation, sick leave, short-term disability, and leave for family care responsibilities.
Access to an Employee Assistance Program.
Eligibility for annual performance-based incentive awards, with certain sales-role exceptions.
Eligibility for certain tax-advantaged savings plans.
Inclusive development opportunities.
Flexible work-life support.
Paid volunteer days.
Employee networks.