Program Manager – Client Pathways Transformation, VP III - State Street Investment Management jobs in United States
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State Street · 1 month ago

Program Manager – Client Pathways Transformation, VP III - State Street Investment Management

State Street Investment Management is undertaking a multi-year transformation program to modernize its capabilities. The Vice President, Program Manager will coordinate execution, engage with business and technology partners, and ensure outcomes align with strategic objectives.

BankingFinanceFinancial Services

Responsibilities

Drive the day-to-day execution of the Client Pathways transformation program roadmap, ensuring timely delivery of key milestones and outcomes
Partner with the SVP to run program governance, including creation of steering committee materials, executive dashboards, facilitation of program/workstream meetings, and coordination of senior leadership updates
Track progress and interdependencies across workstreams and proactively identify risks, blockers, or resource gaps
Ensure alignment across Technology, Investments, Middle office operations, Risk, Compliance, and Corporate teams
Co-lead overall program with the named Alpha Pathways lead, including workstream management, implementation strategy, execution, status and executive reporting, and issue management & escalation
Participate in business analysis as needed to understand the full complete ecosystem of enterprise Investment Book of Record (IBOR) and Accounting Book of Record (ABOR) systems, ensuring that the integration meets the specific needs and requirements of State Street IM team for comprehensive portfolio management, reconciliation, and near real-time reporting
Act as a liaison between IM and State Street affiliate teams (Global Delivery, Client Pathways, and GTS), supporting alignment on future-state service design and delivery expectations
Build and maintain strong relationships across technology, operations, and functional leadership teams
Coordinate with Investments and COO leadership to ensure cross-functional needs are incorporated and addressed
Understand and drive clarity or priorities on the overall product and technology roadmap, ensuring alignment and clear communication
Contribute to the development and implementation of the future-state operating model for outsourced front, middle and back-office services
Coordinate with colleagues to incorporate roles, processes, controls, and KPIs into existing governance programs
Participate in vendor oversight processes, including service-level reviews, issue escalation, and performance tracking
Ensure strong risk and control frameworks are embedded into transformed processes and platforms
Partner with Risk, Compliance, and Corporate Audit to anticipate regulatory expectations and internal control standards
Support proactive identification and mitigation of risks tied to operating model shifts and service delivery transitions
Coordinate with finance teams to track program budget and funding allocations across multiple State Street organizations
Support multi-year planning and scenario modeling to inform investment decisions and sequencing
Deliver accurate and transparent reporting on program financials, KPIs, and program health
Management and tracking of program resource costs and associated accounting treatment
Assist in sequencing broader strategic initiatives (e.g., data enablement, platform enhancements, organizational design) alongside the core transformation roadmap
Work closely with the COO Business Operations and CAO teams to align priorities and execution timelines
Ensure that critical business capabilities (multi-asset, alternatives, global operations) are considered in design decisions

Qualification

Program ManagementInvestment Management OperationsRiskControl FrameworksFinancial Services ExperienceCross-Functional LeadershipCommunication SkillsCollaborative LeadershipDetail-OrientedStrategic Thinking

Required

10 years of experience in financial services, with at least 8 years in program or transformation leadership roles within financial services
Deep understanding of investment management operations and the front-to-back investment lifecycle of ABOR, IBOR and transaction management systems
Strong knowledge of risk and control frameworks, service-level oversight, and operational resiliency practices
Demonstrated ability to drive complex, cross-functional programs with measurable business outcomes
Experience working in matrixed, global organizations across multiple stakeholder groups
Bachelor's degree required
Strong proficiency and experience in the Large, Enterprise Technology Program Management
Strong communication and influencing skills

Benefits

Generous medical care
Insurance and savings plans
Flexible Work Programs
Development programs and educational support
Paid volunteer days
Matching gift programs
Access to employee networks

Company

State Street

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State Street offers a range of financial services, including investment management, research and trading, as well as asset management.

Funding

Current Stage
Public Company
Total Funding
$12.05B
2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M

Leadership Team

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Ronald O'Hanley
Chairman and Chief Executive Officer
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Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
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Company data provided by crunchbase