Head of North America Client Onboarding Management, VP III - State Street Global Advisors at State Street in Boston, Massachusetts

Job Description:

State Street Global Advisors Trust Company (SSGA) is seeking a motivated North America Client Onboarding Management & Contracting with North America institutional client experience, who can excel in a fast-paced environment while working cohesively with their core team. A highly qualified candidate with have a mixture of client facing and project management skill with the focus of bringing a client first mentality to the role. The Head North America Client Onboarding Management & Contracting will be strategically focused while simultaneously look to tactically execute onboarding events. Are you that person?

The North America Head of Client Onboarding Management & Contracting sits within SSGA's North Americas Institutional business, will manage the end-to-end client onboarding and restructuring for strategic client relationships. Strong engagement and coordination with the relevant stakeholders is key to success for this role. Once a deal is won or an existing client has initiated a restructuring exercise, onboarding management will take full responsibility for the end-to-end strategy implementation for the client. You must also build strong relationships across the broader Global CCG organization, Investments, Operations, Legal, Compliance and other internal teams critical to the end-to-end client strategy implementations.

To be successful, you will need to develop a thorough understanding of SSGA's Operating model, Investment capabilities as well as our breadth of service offerings in the North American region. As SSGA invests in technology you will be immersed in our efforts toward automation, efficiencies and creative thinking to achieve better ways of interacting with our clients and each other. You will also partner with your colleagues in other regions to ensure global consistency in our processes and to continuously improve the overall experience of our clients.

This role is part of the Client Coverage Group and you will report to the Head of Global Sales Infrastructure in Boston.

As the North America Client Onboarding Management & Contracting, you will:

• Responsible for the development, implementation and on-going enhancement of global onboarding best practices in North America adapted where required to align with local stakeholder requirements


• Manages North American onboarding schedule and pipeline management


• Establishes and directs the activities of dedicated on-boarding team leads / members in North America to deliver on global standards and expectations


• Partners with stakeholders including across State Street Global Advisors, State Street and CRD to align on-boarding program activities with local requirements


• Lead, manage and deliver assigned client strategy implementation projects for Clients in the North American region, ensuring adherence to organizational standards, and delivering best practice approach and a robust control environment


• Define the projects scope, objectives and deliverables. Set and implement the projects governance, relevant to its size and complexity. Lead the working group and steering group meetings


• Mobilize strategy implementation projects by supporting the sponsor (CRM for client restructuring and AE for new client onboarding) in presenting at the relevant internal forums. Interact with all key contributors to secure required resource. Ensure all internal approvals have been obtained


• Developing and maintaining productive working relationships and managing the communication with day to day contacts, and other stakeholders


• Preparing project and quality plans and tracking activities against the plans, providing regular and accurate reports to stakeholders as appropriate.


• Support identification and tracking of project risks, actions, issues and dependencies


• Managing the scope of a project via a defined change control process to ensure project deliverables are realized within planned timescale


• Ensuring that projects are formally closed, subsequently reviewed (where appropriate) and that lessons learned are recorded and related actions closed

• Excellent communication skills, both verbal and written, and a demonstrable track record of successfully interacting, influencing and communicating at all levels.


• Proven history of project experience, successfully leading implementation projects


• Proven understanding of project management disciplines, gained through practical experience


• Cultural awareness and able to see things from others point of view.


• Strong integrity to deal with conflicting interest from multiple stakeholders.


• Ability to work consistently and accurately under pressure to tight deadlines.


• Strong stakeholder management skills


• Excellent attention to detail with high levels of accuracy.


• Tenacious and pro-active.


• Team player but able to work independently where required


• Experience working as a Senior Project Manager within the asset management industry, using project methodology


• Experience working with offshore centres


• First Degree or equivalent. CFA qualified a plus


• Formal certification from a recognized professional body (e.g. Prince & or PMI) preferable

• Graduate or above, CFA qualified is a plus


• Minimum 14+ years of experience in Finance / Asset Management Industry


• Strong leadership traits and ability to manage and drive large scale projects


• Strong understanding of financial industry and various asset classes like Equity, Fixed Income etc.


• Exposure to working in similar Sales organizations, working with institutional clients and understanding of various channels

• Strong leadership skills with ability to manage/influence stakeholders and senior leaders


• Understanding of the asset management business, financial concepts, and regulations as well as knowledge of various asset classes, different investment products, and market segments


• Strong strategical and analytical thinking with a demonstrated ability to execute as per organizational policies


• High level of responsiveness and ability to work collaboratively across multiple business groups and levels of the organization


• Capacity for differentiated thinking, acute attention to details and ability to challenge the status quo in order to drive optimal outcomes


• Self-motivated, consultative mindset, ethical thinking, adapt to change and multi-task, strong people management, project management, analytical thinking, problem solving, research, time management, and verbal and written communication skills in English language


• High Proficiency in Microsoft Office suite of applications, specifically MS Word, PowerPoint and Excel. Understanding of Salesforce and Appian a plus

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street Global Advisors

What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care.

Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Company: State Street Global Advisors

Salary Range:
$135,000 - $210,000 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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