State Street · 1 day ago
Transfer Agency, Assistant Vice President
Quincy, Massachusetts
Full-time
Onsite
Mid Level
$70K/yr - $130K/yr
4+ years expState Street is one of the largest custodian banks and asset managers in the world, seeking an Assistant Vice President for their Transfer Agency Alternatives Team. The role involves managing day-to-day operations, supervising staff, and ensuring client service level agreements are met while fostering strong client relationships and implementing process improvements.
BankingFinanceFinancial Services
Responsibilities
Responsible for day to day operations of groups by managing workflows
Provides staffing recommendations by interviewing and making effective hiring decisions
Responsible for performance management of employees
May have two or more supervisors as direct reports
May have ten or more indirect reports
Develop and maintain strong client relationships
Collaborate with other TA business units as well as other departments within State Street
Responsible for managing client Service Level Agreements and ensuring they are met
Responsible for managing internal and external KPI’s and ensuring they are met
Develop and implement process improvements and effectively manage change to ensure departmental objectives are met
Handle and resolve complex operational issues as they arise
Manage departments overtime budget effectively, indirectly responsible other department budget matters
Manage other projects or tasks as assigned
Qualification
Required
Financial service experience
Ability to manage multiple tasks in a fast-paced and dynamic environment
Supervise with operational focus in area of functional expertise
Manage the activities of individual contributors or supervisors in a section or department with accountability for results in terms of costs, strategies and employees
Responsible for day to day operations of groups by managing workflows
Provides staffing recommendations by interviewing and making effective hiring decisions
Responsible for performance management of employees
May have two or more supervisors as direct reports
May have ten or more indirect reports
Develop and maintain strong client relationships
Collaborate with other TA business units as well as other departments within State Street
Responsible for managing client Service Level Agreements and ensuring they are met
Responsible for managing internal and external KPI's and ensuring they are met
Develop and implement process improvements and effectively manage change to ensure departmental objectives are met
Handle and resolve complex operational issues as they arise
Manage departments overtime budget effectively, indirectly responsible other department budget matters
Manage other projects or tasks as assigned
Taking Ownership and Initiative
Ensuring accuracy and quality – detail oriented
Strong organizational and analytical skills
Time management skills – ability to prioritize
Providing outstanding service
Effective Communication
Fostering Collaboration and Teamwork
BS/BA required
Must have 4 – 7 years of mutual fund operations experience
Proficient in MS Office
Benefits
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
Paid volunteer days
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
Andrew Zitney
Executive Vice President, Chief Technology Officer
Recent News
2025-12-30
2025-12-30
2025-12-18
Company data provided by crunchbase