Client Onboarding & Maintenance, Vice President

Who we are looking for

An experienced leader for our global Client Onboarding & Maintenance group, responsible for managing a team of client onboarding specialists responsible for providing end to end onboarding support and liaison throughout the entire onboarding cycle to our key clients. The Market’s COO Organization is the operational infrastructure for Markets and consists of Client Onboarding & Maintenance (COBM) and Operations and we are looking for a seasoned strong leader for our Onboarding team in India.

Your ability to take initiative, exercise independent thinking, juggle multiple tasks, set priorities, and meet aggressive deadlines will be key in this fast-paced environment. Your strong interpersonal and organizational skills, and interest in working in a professional and team-oriented environment, will contribute to your success.

Why this role is important to us

The team you will be joining is a part of State Street Markets (SSM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSM’s number one goal is to enhance and preserve our clients’ portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.

Join us if making your mark in the capital markets industry from day one is a challenge you are up for.

What you will be responsible for

The Client Onboarding & Maintenance (COBM) Vice President will be responsible for managing the client onboarding teams across various products supporting all regions as well as various projects and initiatives that support or enhance onboarding. The role will work closely with the Client Relationship Managers, Sales & Trading and Operations teams to facilitate the onboarding & maintenance process.

The role is also responsible for driving and executing a variety of technological initiatives and other projects designed to enhance the client onboarding process and client experience. The successful candidate will drive these strategic initiatives through the management of prioritization, development of requirements and execution of project milestones and deliverable designed to reduce time to onboard our clients leading to shorter times to revenue and better client experience.

• Development, ownership, and management of a controlled, efficient and standardized Client Onboarding process for all SSM clients and counterparties.

• Advance the current Operating Model through transformation initiatives to improve the process and develop higher performing Client Onboarding & Maintenance teams.

• Responsible for the day to day operations and service levels of the Markets Onboarding Teams in India.

• Manage, lead, and develop a team of onboarding professionals.

• Managed multiple project initiatives designed to enhance workflow and reduce risk. Liaise with systems personnel, and key business stakeholders to identify and prioritize systems initiatives designed to improve Markets onboarding.  Develop and maintain effective working relationships with key stakeholders across business lines to ensure effective contribution to project goals and objectives.

• Partner with COBM global counterparts to implement and maintain a standardized onboarding process for client and counterparty accounts.

• Proactively identify and incorporate best practices ensuring process consistency across onboarding teams ensuring global process standardization of onboarding tasks

• Continuously identify and implement opportunities to improve service quality and operating efficiency, reduce unit costs, and mitigate risk

• Partner with the Business to analyze onboarding results to develop and implement process improvements designed to positively impact client experience

• Lead and be accountable for the various technological initiatives associated with client onboarding.

• Drive process for routine meetings with Markets Business Heads and Managers to communicate results and issues

• Maintain strong working relationships and liaise with internal and external counterparts including Clients, Front Office, Legal, Compliance, Middle Office, Operations,  Technology, Global AML Centre and Business Risk Management teams

Additional requirements

• Strong analytical and quantitative skills coupled with a strong track record of executing against goals

• Superior communication and organization skills supported by a strong customer service orientation and the ability to work in a global team environment

• Excellent writing, project management, data management and reporting skills

• Ability to evaluate a detailed workflow process and work with business stakeholders to develop and improve processes, including prioritization and execution of initiatives

• Previous client management and project management experience

• Ability to manage multiple priorities with simultaneous deadlines

• Ability to demonstrate strong leadership skills across multiple teams

Education & Preferred Qualifications

• Advanced degree or certification relevant to finance and business administration (master’s degree a plus)

• 15+ years onboarding related experience in the financial services industry and overall understanding of financial products, specifically Markets products.

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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