State Street · 7 hours ago
Shareholder Services Operations Transformation, Officer - State Street Investment Management
Quincy, MA
Full-time
Onsite
Senior Level
$70K/yr - $119K/yr
5+ years expState Street Investment Management is actively hiring a Shareholder Services Operations Transformation Officer. This role focuses on driving operational change and process improvement for business efficiency and scalability, particularly in support of a new fund launch.
BankingFinanceFinancial Services
Responsibilities
Successfully execute daily cash and share processing to the external custodian in support of the new WindWise Fund-of-Funds product launch
Monitor the WindWise settlement process to ensure there are no failures or reconciliation items; partner internally with the Investment Solutions Group Operations team to resolve issues related to the fund-of-funds structure
Ensure daily pricing of the WindWise Fund-of-Funds and timely release of client statements in accordance with regulatory requirements
Contribute to and manage structured change processes, ensuring changes are reviewed, authorized, implemented, and validated in a controlled manner that supports business continuity and risk-controlled transformation
Provide timely updates to project stakeholders, ensuring transparency of project status and escalation of obstacles when necessary
Collaborate to define new operational processes, within established guidelines and requirements, to support new product launches and evolving client demands
Facilitate the creation of training sessions, procedures, and job aids to support cross-training and knowledge sharing across the team
Actively and enthusiastically propose creative solutions and continuously seek ways to enhance the client experience
Enforce process standards and adherence to documented procedures
Participate in and/or lead project work related to multiple IT initiatives impacting Shareholder Services in the short, medium, and long term
Partner closely with the Shareholder Services Management Team to perform end-to-end testing for various IT initiatives
Perform other duties as required
Qualification
Required
Bachelor's degree in Business, Finance, or equivalent work experience
Minimum of five years of experience in financial services
Demonstrated exceptional time-management capabilities
Transfer agency knowledge and/or experience, particularly relating to commingled funds and fund-of-funds structures
Ability to work effectively in a complex, global, fast-paced, hybrid work environment and deliver results quickly
Strong team player with the ability to work effectively at all levels of the organization
Excellent collaborative, interpersonal, organizational, and written and verbal communication skills, including a professional telephone presence
Strong analytical and problem-resolution skills
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
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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