State Street · 8 hours ago
State Street Alpha Client Data Integration (CDI) Lead, Vice President
Boston, MA
Full-time
Onsite
Mid, Senior Level
$110K/yr - $181K/yr
5+ years expState Street is a leading financial services company seeking an Alpha Client Data Integration Lead, Vice President to drive the development and support of transaction management offerings. The role involves leading client onboarding, managing client data, and identifying transformation opportunities within the Middle Office Transaction Management domain.
BankingFinanceFinancial Services
Responsibilities
Onboarding clients’ middle office services onto State Street platforms and supporting the client and all relevant workstreams throughout the implementation phase
Understanding the firm’s operating model, strategic plans, business, middle office operations processes, and architecture in order to influence design and develop solutions
Articulating business requirements for strategic product enhancement, in line with the overall Alpha vision, and work with the broader team to achieve such innovations in support of Transaction Management
Analyzing large, complex data sets, cleansing, and preparing for configuration/migration to middle office trade processing platform. Creating visualizations/dashboards to aid in analysis and presentations of complex data issues
Building strong relationships with project stakeholders in Program Delivery, Operations, Technology, and Business units that focus on Transaction Management onboarding and servicing. Understanding and managing competing priorities across these groups
Understanding Transaction Management standard data modeling, transaction processing, and product knowledge to facilitate the onboarding process
Working directly with Transaction Management implementation leads to detail and understand trade flows for all in scope financial instruments in support of each Alpha client onboarding project
Assist in identifying gaps in transaction processing and data requirements so they are fully tracked through to the delivery, testing and finally, incorporation into the standard operating model
Supporting assigned projects, onboarding project plans, project timelines, issue logs, conversion approach, post-go-live efforts
Ensure processes are automated wherever possible and continue to look for new transformation opportunities to increase automation and reduce operational risk
Ensures all processes are fully documented from both a set up perspective and a financial services market knowledge SME perspective
Works closely with other Middle Office workstreams to align the Transaction Management operating model, understand dependencies, and collaborate for end to end solutions
Qualification
Required
Robust background in financial services
Advanced data analysis capabilities
Deep expertise in business systems
Leading client onboarding onto State Street's test and production environments
Comprehensive management and interpretation of client data according to the defined scope of services and operating models within the Middle Office Transaction Management domain
Recognized subject matter expertise in all aspects of Transaction Management processes within the middle office
Superior proficiency in Middle Office Transaction Management data and trade processing operating models
Advanced skills in analyzing complex business and financial services data
Proven experience in gathering functional requirements, thorough documentation, and precise data mapping
Outstanding verbal, written, and presentation abilities
Demonstrated capacity to bridge communication between business, implementation, and technology teams
Strong collaboration skills to ensure seamless teamwork and project success
Onboarding clients' middle office services onto State Street platforms and supporting the client and all relevant workstreams throughout the implementation phase
Understanding the firm's operating model, strategic plans, business, middle office operations processes, and architecture in order to influence design and develop solutions
Articulating business requirements for strategic product enhancement, in line with the overall Alpha vision
Analyzing large, complex data sets, cleansing, and preparing for configuration/migration to middle office trade processing platform
Creating visualizations/dashboards to aid in analysis and presentations of complex data issues
Building strong relationships with project stakeholders in Program Delivery, Operations, Technology, and Business units that focus on Transaction Management onboarding and servicing
Understanding and managing competing priorities across these groups
Understanding Transaction Management standard data modeling, transaction processing, and product knowledge to facilitate the onboarding process
Working directly with Transaction Management implementation leads to detail and understand trade flows for all in scope financial instruments in support of each Alpha client onboarding project
Assist in identifying gaps in transaction processing and data requirements so they are fully tracked through to the delivery, testing and finally, incorporation into the standard operating model
Supporting assigned projects, onboarding project plans, project timelines, issue logs, conversion approach, post-go-live efforts
Ensure processes are automated wherever possible and continue to look for new transformation opportunities to increase automation and reduce operational risk
Ensures all processes are fully documented from both a set up perspective and a financial services market knowledge SME perspective
Works closely with other Middle Office workstreams to align the Transaction Management operating model, understand dependencies, and collaborate for end to end solutions
Strong knowledge of financial instruments and asset classes such as Equities, Fixed Income, Derivatives, and structured products such as TBAs, and Repos
Strong understanding of the Transaction Management Middle Office services and operating models
Subject matter expertise of standard financial services static data as it applies to middle office trade processing
Strong understanding and prior experience with industry utilities such as DTCC CTM, DTCC Alert, FX Connect, other Middle Office vendor applications and messaging protocols such ad XML and SWIFT
A proven history of understanding and analyzing complex client use cases, large data sets, and ability to create visual dashboards using tools such as Microsoft PowerBI
Expertise in Power Query for data transformation, cleansing, preparation, and integrations from multiple sources and formats
Ability to analyze large data setup using Microsoft Co-Pilot
Ability to interpret client requirements and translate those requirements into State Street specific data configuration tasks
Exceptional communication, problem solving, and analytical skills
Attention to detail and organization – able to independently troubleshoot and gather supporting evidence
Ability to work on multiple projects concurrently and prioritize work accordingly
Preferred
5 – 8 years of industry experience with Middle Office trade processing or implementation, analytics and applications
BS degree in Business, Finance or similar related topics – Data analysis skills are highly preferred
Strong competency in PowerBI, Power Query, MS Co-Pilot or other similar data analysis tools. MS Office including MS Excel, MS Word and MS Access
Knowledge of Electronic trading platforms including Chares River, Bloomberg, Thinkfolio and other Order Management systems
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
Flexible work-life support
Paid volunteer days
Vibrant employee networks that keep you connected to what matters most
Company
State Street
State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
10001+ employees
H1B Sponsorship
State Street has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
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
Business Recorder
2026-01-17
Morningstar.com
2026-01-17
WSJ.com: US Business
2026-01-17
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