Client Implementation Team Manager, VP I - State Street Investment Management
State Street
As the Client Implementation Vice President, you will:
Lead a team that is responsible for planning, coordination and execution of client and product events at State Street Investment Management (SSIM) across multiple global regions as well as:
Develop and drive strategy for managing client onboarding, change, and termination events.
Champion the maintenance, governance, and usage of internally generated reference data.
Identify and develop requirements for automation opportunities across the organization.
Oversee team, processes and tools needed for planning, coordination and execution of client related events
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Assist in the planning, coordination and execution of client and product events at State Street Investment Management (SSIM) across multiple global regions including:
Client fundings for separate accounts and commingled funds
Client mandate changes
Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products
Client and Fund liquidations and terminations
In-kind contributions and withdrawals
Custodian and Recordkeeper changes
Contractual review including comments and approvals
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Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes
This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event
Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirement and solicit input as needed
Make adjustments to plan and execution, depending on external needs and internal business policies and standards
Participate in or lead projects aimed at continually improving the firm’s overall business processes
Own, along with the Investment team, the process of implementing a client event from an investment perspective
Perform other employee related matters such as training, reviews, etc.
These skills will help you succeed in this role:
Minimum 15 years’ experience in the investment management field with specific focus on investment operations and investment experience
Deep understanding of complex investment issues, processes and vehicles and how these relate to client events
Strong desire to continuously improve industry and investment knowledge
Strong project management skills
Excellent interpersonal, time management and execution skills such as prioritization and multi-tasking under time constraints
Ability to build and maintain professional relationships with clients, internal teams, consultants' custodians and transition managers, and optimally interact with all levels of an organization
Ability to take a leadership role in the decision-making process and bringing parties to a consensus
Strong business discernment, including the ability to synthesize complex issues and optimally balance substantial objectives
Strong analytical skills and the ability of understanding client objectives and developing effective and appropriate solutions to meet those objectives
Consistent track record of successfully leading client events
Excellent written & verbal communications and presentation skills
Great leader with a positive attitude
Bachelor’s Degree required, with a CFA/MBA or equivalent experience preferred
About State Street Investment Management
What We Do. As the asset management arm of State Street Corporation, State Street Investment Management has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.
Our Mission. At State Street Investment Management our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer.
Company: State Street Investment Management
Salary Range:
$110,000 - $170,000 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.