State Street Global Advisors
Head of North America Client Onboarding Management, VP III – State Street Glob
State Street Global Advisors, Boston, Massachusetts, us, 02298
State Street Global Advisors Trust Company (SSGA)
SSGA is seeking a motivated North America Client Onboarding Management & Contracting professional 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 will have a mixture of client-facing and project management skills with a focus on bringing a client-first mentality to the role. The Head of North America Client Onboarding Management & Contracting will be strategically focused while simultaneously looking to tactically execute onboarding events.The North America Head of Client Onboarding Management & Contracting sits within SSGA’s North Americas Institutional business and 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:Be responsible for the development, implementation, and ongoing enhancement of global onboarding best practices in North America adapted where required to align with local stakeholder requirements.Manage North American onboarding schedule and pipeline management.Establish and direct the activities of dedicated onboarding team leads/members in North America to deliver on global standards and expectations.Partner with stakeholders across State Street Global Advisors, State Street, and CRD to align onboarding 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 approaches and a robust control environment.Define the project's scope, objectives, and deliverables. Set and implement the project's 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 resources. Ensure all internal approvals have been obtained.Develop and maintain productive working relationships and manage communication with day-to-day contacts and other stakeholders.Prepare project and quality plans and track activities against the plans, providing regular and accurate reports to stakeholders as appropriate.Support identification and tracking of project risks, actions, issues, and dependencies.Manage the scope of a project via a defined change control process to ensure project deliverables are realized within the planned timescale.Ensure that projects are formally closed, subsequently reviewed (where appropriate), and that lessons learned are recorded and related actions closed.These Skills Will Help You Succeed In This RoleExcellent 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 the ability to see things from others' points of view.Strong integrity to deal with conflicting interests 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 proactive.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 centers.First Degree or equivalent. CFA qualified is a plus.Formal certification from a recognized professional body (e.g., Prince2 or PMI) preferable.Education And Experience RequirementsGraduate 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 the 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.This position requiresStrong leadership skills with the 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 strategic 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 is a plus.Are you the right candidate? Yes!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 fulfill 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 AdvisorsWhat 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.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.Work, Live and Grow.
We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive.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.State Street is an equal opportunity and affirmative action employer.Salary Range$135,000 – $210,000 AnnualJob Application DisclosureIt is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.Job ID: R-758013
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SSGA is seeking a motivated North America Client Onboarding Management & Contracting professional 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 will have a mixture of client-facing and project management skills with a focus on bringing a client-first mentality to the role. The Head of North America Client Onboarding Management & Contracting will be strategically focused while simultaneously looking to tactically execute onboarding events.The North America Head of Client Onboarding Management & Contracting sits within SSGA’s North Americas Institutional business and 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:Be responsible for the development, implementation, and ongoing enhancement of global onboarding best practices in North America adapted where required to align with local stakeholder requirements.Manage North American onboarding schedule and pipeline management.Establish and direct the activities of dedicated onboarding team leads/members in North America to deliver on global standards and expectations.Partner with stakeholders across State Street Global Advisors, State Street, and CRD to align onboarding 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 approaches and a robust control environment.Define the project's scope, objectives, and deliverables. Set and implement the project's 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 resources. Ensure all internal approvals have been obtained.Develop and maintain productive working relationships and manage communication with day-to-day contacts and other stakeholders.Prepare project and quality plans and track activities against the plans, providing regular and accurate reports to stakeholders as appropriate.Support identification and tracking of project risks, actions, issues, and dependencies.Manage the scope of a project via a defined change control process to ensure project deliverables are realized within the planned timescale.Ensure that projects are formally closed, subsequently reviewed (where appropriate), and that lessons learned are recorded and related actions closed.These Skills Will Help You Succeed In This RoleExcellent 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 the ability to see things from others' points of view.Strong integrity to deal with conflicting interests 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 proactive.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 centers.First Degree or equivalent. CFA qualified is a plus.Formal certification from a recognized professional body (e.g., Prince2 or PMI) preferable.Education And Experience RequirementsGraduate 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 the 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.This position requiresStrong leadership skills with the 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 strategic 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 is a plus.Are you the right candidate? Yes!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 fulfill 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 AdvisorsWhat 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.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.Work, Live and Grow.
We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive.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.State Street is an equal opportunity and affirmative action employer.Salary Range$135,000 – $210,000 AnnualJob Application DisclosureIt is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.Job ID: R-758013
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