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.

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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.

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