State Street · 1 month ago
Alpha Account Transitions, Officer
Berwyn, Pennsylvania
Full-time
Onsite
Mid, Senior Level
$65K/yr - $106K/yr
4+ years expState Street is a global financial services company that provides essential financial tools for asset owners and managers. The Alpha Account Transitions Officer will support and maintain production processing for client accounts, ensuring operational readiness while acting as a subject matter expert and escalation point for the team.
BankingFinanceFinancial Services
Responsibilities
Oversee the day to day responsibilities of the team by developing a strong risk management and controlled environment. Eliminate risk incidents and inadvertent data disclosures. Take a lead role in any internal or external audits
Confirm the completion of the review and verification of the staff's work on a daily basis, enforcing stringent procedures and controls. Assist in the review and verification process. Ensure documentation protocols are followed
Act as instructed by client. Conduct high-level analysis in specific areas of expertise, identify and resolve work-processing issues, make suggestions to streamline operations and implement
Perform a team lead function. Act as a subject matter expert and provide guidance to other employees; including training for new team members, and cross training for existing team members
Take active role in new employee onboarding. Ensure adequate access is set up for new employees and assist in the development of a training schedule
Research complex issues and inquiries. Resolve discrepancies and take action on complex and escalated matters from external clients and internal departments
Approve documented workflow, procedures and controls. Ensure documented procedures and checklists are maintained and up to date
Determine impact of activity to other areas
Make proactive recommendations and solutions for problem resolution
Interface with senior level internal and external clients and other departments on complex matters and inquiries
Ad-hoc reporting, including daily, weekly and monthly metrics
Engage in complex special projects and assignments including new client onboardings
Cover various supervisory functions when necessary
Qualification
Required
Bachelor's degree with emphasis in finance, accounting, or economics or equivalent work experience in finance or accounting
4 plus years related industry experience
Managerial or team lead experience a plus
Working knowledge of Domestic and International financial and all related instruments
Strong ability to multi task and attention to detail
Ability to work in a deadline oriented position
Ability to develop business relationships within and outside the organization
Excellent interpersonal, communication, organizational and problems solving skills
Computer proficient including Excel
Preferred
SQL, VBA, Access knowledge a plus
Benefits
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)
Eligibility for certain tax advantaged savings plans
Company
State Street
State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.05B2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M
Leadership Team
Ronald O'Hanley
Chairman and Chief Executive Officer
R
Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
Recent News
Private Banker International
2026-01-19
Business Recorder
2026-01-17
Company data provided by crunchbase