State Street · 1 day ago
Alternative Operations Transfer Agency, Vice President
Quincy, MA
Full-time
Onsite
Senior Level, Lead/Staff
$115K/yr - $201K/yr
10+ years expState Street is one of the largest custodian banks and asset managers in the world, dedicated to helping institutional clients manage risk and drive performance. The Vice President of Alternative Operations Transfer Agency will oversee operational areas, lead teams, and ensure effective client and vendor interactions while managing budgets and implementing process improvements.
BankingFinanceFinancial Services
Responsibilities
Direct the management of one or more operational areas with a complex function
Leads and develops teams to achieve the goals of the Transfer Agent and State Street
Fosters successful interaction with client and vendor organizations and other areas of the bank
Assesses staffing needs. Recruits, selects, trains, evaluate and manage teams
Observes and enforces all deadlines and deliverables within area of responsibility and works with multiple internal and external partners to ensure no service interruptions or failures
Develops and implement s process improvements and effectively manages change to ensure departmental and organizational objectives are met
Resolves exceptional problems
Manages direct and indirect budgetary responsibilities effectively
Participates in the development of an effective marketing/service strategy for prospects and existing clients; i.e., presentations, proposals, and contract support
Presents effectively to internal and external parties, including clients
Formulates, recommends and implements departmental goals, policies and budgets
Ensures accurate and timely preparation of financial and management reports
Develops and achieves targets concerning conversion of new business
Manages other projects or tasks as assigned
Develops and maintain strong client relationships
Qualification
Required
BA/BS required with a minimum of 10 years' experience in financial services
5 - 7 years' management experience
Substantial operational background
Superior written and verbal communication skills
Strong analytical, problem-solving and organizational skills
Strong interpersonal and influencing skills
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
Direct the management of one or more operational areas with a complex function
Lead and develop teams to achieve the goals of the Transfer Agent and State Street
Foster successful interaction with client and vendor organizations and other areas of the bank
Assess staffing needs, recruit, select, train, evaluate and manage teams
Observe and enforce all deadlines and deliverables within area of responsibility
Work with multiple internal and external partners to ensure no service interruptions or failures
Develop and implement process improvements and effectively manage change
Resolve exceptional problems
Manage direct and indirect budgetary responsibilities effectively
Participate in the development of an effective marketing/service strategy for prospects and existing clients
Present effectively to internal and external parties, including clients
Formulate, recommend and implement departmental goals, policies and budgets
Ensure accurate and timely preparation of financial and management reports
Develop and achieve targets concerning conversion of new business
Manage other projects or tasks as assigned
Develop and maintain strong client relationships
Preferred
Advanced degree is preferred
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
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