State Street
Client Implementation Associate, AVP - State Street Investment Management
State Street, Boston, Massachusetts, United States, 02298
As the Client Implementation Associate, you will:
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.
Lead 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
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
These skills will help you succeed in this role:
Minimum 10 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 teammate with a positive attitude
Bachelor’s Degree required, with a CFA/MBA or equivalent experience preferred
Salary Range:
$80,000 - $132,500 Annual
The 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.
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.
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. 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. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
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.
End Date:
December 31, 2025
For further information, and to apply, please visit our website via the “Apply” button below.
#J-18808-Ljbffr
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.
Lead 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
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
These skills will help you succeed in this role:
Minimum 10 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 teammate with a positive attitude
Bachelor’s Degree required, with a CFA/MBA or equivalent experience preferred
Salary Range:
$80,000 - $132,500 Annual
The 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.
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.
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. 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. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
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.
End Date:
December 31, 2025
For further information, and to apply, please visit our website via the “Apply” button below.
#J-18808-Ljbffr