Project Management, Vice President,

State Street•Quincy, MA

About The Position

State Street is seeking a 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, supporting client onboarding and conversion work while delivering an exceptional client experience. The position works across business lines and shared-service teams to coordinate seamless conversions, resolve processing issues, manage risks, and improve operating processes and technology use in accordance with regulatory standards. The role supports new and existing client relationships and requires broad knowledge of investment manager servicing, transaction management, capital markets, accounting, custody, reconciliation, and State Street’s operating model. The Vice President also fosters collaboration and cross-training across teams. Candidates are expected to follow State Street corporate policies regarding return to office.

Requirements

Minimum 15 years of financial services experience, including project/program management experience.
PMP certification and/or consulting experience required.
Proven leadership and program management skills.
Strong project management and analytical/problem-solving skills.
Knowledge of investment manager servicing, transaction management, capital markets, Back Office Accounting and Custody, reconciliation, and State Street business offerings.
Background in complex fund structures and investment types.
Strong communication, 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 organize and multitask in a fast-paced environment.
Proficiency in managing agile projects.
Information technology acumen, teamwork and leadership skills, and strong written and verbal communication skills.
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 in Accounting, Economics, Finance, a technical field, or a related field.
Experience with MCH and eHorizon, especially complex fund investment servicing.
Experience with ePAM Insurance.

Responsibilities

Manage client conversion activity, 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.
Apply comprehensive knowledge of the overall process and operating model.
Implement operational changes that streamline functions and support an optimal service environment and technology utilization while adhering 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 clients 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 related to asset transfers and custody settlements using technical expertise.
Keep project management information updated and raise potential risks with possible solutions in a timely manner.
Promote collaboration within the team and across business lines.
Coordinate with team members, Shared Service teams/COEs, Client Operations, and other business units to support seamless conversions and ad hoc requests.
Collaborate on effective cross-training across teams to support a global conversion team.