Shareholder Services Operations Transformation, Officer - State Street Investment Management

State Street • Quincy, MA

1d • $70,000 - $118,750 • Hybrid

About The Position

State Street Investment Management, the asset management division of State Street Corporation, is actively hiring a Shareholder Services Operations Transformation Officer. This officer-level position will report to the Head of North America Shareholder Services in the State Street IM office at the John Adams Building in Quincy. The Operations Transformation Officer’s primary responsibility is to drive operational change and process improvement for new and existing business, with a focus on efficiency, scalability, and global consistency. As the technology platform evolves and product innovation continues throughout the organization, there will be opportunities for this role to absorb similar processes and responsibilities from other internal teams working toward the end-state Platforms, Products, and Services operational model. A significant portion of this role will be dedicated to supporting a new fund launch for an existing client that requires non-standard operational support within the team. The Officer must be dedicated, enthusiastic, and solutions-oriented, demonstrating sound judgment on critical issues and resolutions. The ability to meet established timeline milestones is critical, as there are interdependencies across teams that must be closely managed from a risk perspective. Exceptional written and verbal communication skills, along with a proven ability to drive execution across internal and external teams, are required.

Requirements

• Bachelor’s degree in Business, Finance, or equivalent work experience
• Minimum of five years of experience in financial services
• Demonstrated exceptional time-management capabilities
• Transfer agency knowledge and/or experience, particularly relating to commingled funds and fund-of-funds structures
• Ability to work effectively in a complex, global, fast-paced, hybrid work environment and deliver results quickly
• Strong team player with the ability to work effectively at all levels of the organization
• Excellent collaborative, interpersonal, organizational, and written and verbal communication skills, including a professional telephone presence
• Strong analytical and problem-resolution skills

Responsibilities

• Successfully execute daily cash and share processing to the external custodian in support of the new WindWise Fund-of-Funds product launch.
• Monitor the WindWise settlement process to ensure there are no failures or reconciliation items; partner internally with the Investment Solutions Group Operations team to resolve issues related to the fund-of-funds structure.
• Ensure daily pricing of the WindWise Fund-of-Funds and timely release of client statements in accordance with regulatory requirements.
• Contribute to and manage structured change processes, ensuring changes are reviewed, authorized, implemented, and validated in a controlled manner that supports business continuity and risk-controlled transformation.
• Provide timely updates to project stakeholders, ensuring transparency of project status and escalation of obstacles when necessary.
• Collaborate to define new operational processes, within established guidelines and requirements, to support new product launches and evolving client demands.
• Facilitate the creation of training sessions, procedures, and job aids to support cross-training and knowledge sharing across the team.
• Actively and enthusiastically propose creative solutions and continuously seek ways to enhance the client experience.
• Enforce process standards and adherence to documented procedures.
• Participate in and/or lead project work related to multiple IT initiatives impacting Shareholder Services in the short, medium, and long term.
• Partner closely with the Shareholder Services Management Team to perform end-to-end testing for various IT initiatives.
• Perform other duties as required.

Benefits

• Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
• For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
• As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level