State Street · 1 month ago
Alternative Investment Services Investor Services, Vice President
Sacramento, CA
Full-time
Onsite
Senior Level, Lead/Staff
$130K/yr - $205K/yr
10+ years expState Street is a global leader in investment management, and they are seeking a Vice President for their Alternative Investment Services Investor Services department. The role involves developing departmental strategy, managing client relationships, ensuring operational efficiency, and leading teams to deliver exceptional service while adhering to regulatory requirements.
BankingFinanceFinancial Services
Responsibilities
Oversight and development of team client relationships ensuring the Investor Services delivery and client requirements are consistently met or exceeded
Oversight and responsibility for the EChecklist statistics, AML statistics and mailbox control for their clients/teams
Full ownership of client projects and new business implementation start to finish
Act as the key support for direct reports on client relationships matters and attend client meetings when required
Develop and build strong relationships with peer groups across the State Street departments, in particular NAV/FA to better align the goals and work practices of each group
Act as the key person within Investor Services to enhance the relationship with Regulatory, Risk and Compliance teams. Be fully involved in interpreting regulatory changes, understanding the operational impact for Investor Services and providing challenges to the groups around regulatory implementation and the effect of such on Investor Services and clients
Work to provide customer-based solutions to clients whilst balancing the regulatory requirements against the client’s needs
Work closely with internal State Street support functions (HR, Training, IT) to ensure thorough support is given to Investor Services at every level
Management of 3rd party relationships, representing State Street with auditors, the Regulator, acting as a strong voice in the industry for IFS on industry related boards (IFIA)
Ensure the Investor Services department is fully resourced; work with Directors and Officers to assess needs and bring forward strong business cases to the MD’s/SMD for approval of resources
Determine alternative strategies for resources management, when necessary, looking at cost effectiveness and technology measures such as automation etc
Work with directors and managers ensuring staff turnover is managed appropriately and ensure an engaged and motivated team environment. Act as a point of escalation of employee issues
Foster a team environment of regular communication, ensuring one to one meetings, performance reviews are conducted and focus on development opportunities for direct reports
Attend weekly director meetings providing feedback on operational, client and industry matters, act as a lead in promoting issues/projects etc. in department for further decision making
Ensure risk awareness and control environment and develop new procedures to minimize the risk of errors within the department
Research and identify new technologies and best practices to harness stronger and a more controlled operational environment
Play a significant lead role in initiating and participating in the completion and implementation of department wide projects (local and global) and lead local team initiatives
Qualification
Required
Degree in Finance and/or Business Related area (minimum 2.2) or relevant working experience
10 years Fund Administration experience with at least 5 years Investor Services experience
Strong experience in Client Relationship Management is essential for this role
Strong working knowledge of implementing a control environment
Strong working knowledge of industry, AML, regulations, clients etc
Significant change management experience
Proficient in Microsoft Office applications in particular Excel
Preferred
Experience working in a NAV environment desirable
Professional Qualification in Accountancy desirable
Benefits
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
Eligibility for certain tax advantaged savings plans
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks
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
legacy.thefly.com
2026-01-22
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