Role Description:

We are seeking a highly skilled Vice President to lead the Transfer Agency (TA) Onboarding - Technical Readiness & Data Migration function. This individual will be responsible for ensuring that all systems and infrastructure required to run the TA business are fully set up, integrated, and operational prior to client onboarding. A key focus of the role will be overseeing end-to-end data migration, covering both structured and unstructured data, while driving seamless onboarding delivery across global teams.

The VP will act as a bridge between Technology, Operations, Business Analysts, and IT Delivery teams - ensuring technical readiness, robust data migration strategies, and successful execution of onboarding projects.

Key Responsibilities

• Technical Readiness

• Ensure all systems, applications, and tools required for TA operations are implemented, tested, and fully functional before client onboarding.

• Partner with Technology teams to validate system integrations, interfaces, and downstream dependencies.

• Define and manage technical cutover activities during onboarding transitions.

• Data Migration

• Lead strategy, planning, and execution of large-scale data migration projects (structured and unstructured data).

• Oversee data quality, mapping, validation, and reconciliation activities.

• Establish frameworks to identify and mitigate migration risks.

• Leadership & Delivery

• Lead cross-border technical teams and business analysts to deliver onboarding projects on time and to scope.

• Act as a key escalation point for technical and data migration challenges.

• Collaborate with Operations, Technology, Product, and external stakeholders to ensure alignment and smooth delivery.

• Project Management & Business Analysis

• Drive detailed project planning, milestone tracking, and reporting to senior stakeholders.

• Apply strong business analysis skills to translate business needs into technical requirements and solutions.

• Problem Solving & Risk Management

• Anticipate potential delivery risks and proactively implement mitigation strategies.

• Apply analytical thinking and structured problem-solving to resolve onboarding issues efficiently.

• Key Skills & Competencies

• Strong leadership experience in managing cross-border technical delivery teams and business analysts.

• Proven track record in data migration projects (structured & unstructured), preferably within financial services or transfer agency.

• Deep knowledge of Transfer Agency operations and systems is highly desirable.

• Exceptional project management and business analysis skills with ability to manage multiple complex projects simultaneously.

• Excellent stakeholder management skills, with the ability to engage at senior levels across technology, operations, and client-facing teams.

• Analytical mindset with strong problem-solving abilities and attention to detail.

• Excellent communication skills – able to articulate technical issues to non-technical stakeholders.

• Qualifications & Experience

• 12+ years of experience in financial services, with a strong focus on Transfer Agency, Fund Services, or related domains.

• Significant experience leading technical readiness and data migration initiatives.

• Demonstrated experience in program/project management, with professional certifications (PMP, PRINCE2, Agile/Scrum, or equivalent) preferred.

• Proven track record of managing global teams across multiple time zones.

• Bachelor’s degree in Computer Science, Information Systems, Finance, or related field; advanced degree preferred.

• What We Offer

• Opportunity to shape and deliver mission-critical onboarding projects in a global TA business.

• Exposure to senior stakeholders and strategic transformation initiatives.

• A collaborative, international environment with strong career growth potential.

• Implement governance frameworks and reporting structures to monitor readiness and migration progress.

Additional information:

Regulatory

To comply with the regulatory regimes in which State Street operates, with particular consideration given to relevant Client Asset, Data Protection and Financial Crime Prevention regulations, as appropriate to the above role.

Quality Focused

• All employees are accountable for the delivery of a Quality service, driving for excellence in all their work activities.

• To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance, including managing expectations and constructive feedback.

• To observe proper standards of market, business and personal conduct, demonstrating integrity in the execution of duties.

• To communicate and promote the values which reinforce and support a consistent quality culture.

• Must be willing to travel as part of the role - mostly between Ireland, Lux and UK.

Knowledge and Competency Requirements:

Essential:

• Expert knowledge of Data migrations

• Expert knowledge of TA system and or fund administration systems

• Expert knowledge of testing approach and test automation

• Excellent administrative, organisational and business support skills, with the ability to multi-task and to work calmly under pressure.

• Excellent working knowledge of MS Office suite including Word, Excel and PowerPoint

• Strong written & verbal communication skills

• Ability to work accurately to tight deadlines

• Proactive and able to work independently and as part of a team

• Demonstrated leadership skills including initiative, accountability, credibility, and consensus building.

• Ability to manage direct and indirect reports in a virtual team setting

• As well as high level of interpersonal skill to interact with senior business professionals.

• Ability to engage internal stakeholders across a number of different functional areas.

• Client Service orientation, with a proven ability to work with clients and internal groups to diagnose and develop solutions.

• Strong quantitative, analytical and problem solving/troubleshooting skills combined with the ability to draw meaningful conclusions from qualitative client feedback or large data sets.

• Demonstrated ability to innovate and develop new proposals/solutions.

• Positive impact – performs in a manner that makes a strong positive impression on others, e.g., high energy level, a problem-solving approach, approachable; and the ability to act with a sense of urgency when required. Experience within European Financial Services with a deep understanding of financial services organizations and dynamics; demonstrated ability to function within a fast paced, multi-stakeholder & matrix management environment,

• Articulate, authentic and credible; Flexibility of approach to respond to changing strategies and tactics,

• Strong communicator who understands the underlying and unstated needs, interests and motivations of stakeholders, who optimizes communication to achieve results and who considered the purpose of all communications in every interaction,

• Experience of managing large programs in a corporate matrix management environment using differing viewpoints to obtain insights and reach an optimal outcome; Thorough understanding of project/program management techniques and methods, but able to adapt and flex to suit to the needs to a business.

• Strengths in problem-solving, issue resolution, ability to work in a deadline-driven work environment, attention to detail, and ability to multitask

• Excellent English oral and written communication skills (fluency required).

• Extensive work experience in similar client facing role

• Demonstrated leadership skills including initiative, accountability, credibility, and consensus building.

• As well as high level of interpersonal skill to interact with senior business professionals.

• Well-developed decision making, judgment and problem-solving skills.

• Experience with data analysis and large data migration projects preferably in Fund Administration.

• Fund Administration information systems experience.

• Experience with analysis and project life cycle methodologies as well as an understanding of the implementation project life cycle is preferred.

• Knowledge of compliance, anti-money laundering and regulatory environment.

• Proactive in acquiring information to develop new skills to improve job performance; grasps new material quickly and easily, and applies new information, concepts and procedures in a constructive manner.

• Understanding of investment concepts and the ability to communicate a working knowledge of investment strategies and products

• Knowledge of the mutual fund processing and quality control; call centres and the administrative back-office.

• Detail oriented with a demonstrated ability to enhance process improvement capabilities.

Desirable:

• Experience with data analysis and large data migration projects preferably in Fund Administration.

• Fund Administration information systems experience.

• Experience with analysis and project life cycle methodologies as well as an understanding of the implementation project life cycle is preferred.

• Knowledge of compliance, anti-money laundering and regulatory environment.

• Proactive in acquiring information to develop new skills to improve job performance; grasps new material quickly and easily, and applies new information, concepts and procedures in a constructive manner.

• Understanding of investment concepts and the ability to communicate a working knowledge of investment strategies and products

• Knowledge of the mutual fund processing and quality control; call centres and the administrative back-office.

• Detail oriented with a demonstrated ability to enhance process improvement capabilities.

#LI-Hybrid or #LI