Fund Order Services Client Solutions Officer
State Street provides financial services to institutional investors through investment management, custody, and servicing solutions.
About State Street
State Street helps institutional investors manage and safeguard assets through custody, fund administration, and investment management services. You can access front-to-back investment platforms, digital asset services, and global market solutions.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will document current workflows, design a scalable future-state operating model, and embed operational risk controls. You will prepare the service for launch through readiness planning, testing, and production parallel activities. After launch, you will oversee daily exceptions, controls, incidents, documentation, and continuous improvement.
Requirements
- Fund operations experience, preferably in FOS, Transfer Agency, cash allocation, or a related transaction workflow
- Experience designing operating models, documenting processes, identifying operational risks, and implementing controls and procedures
- Ability to turn incomplete information into structured operational deliverables and close open items
- Analytical, facilitation, writing, and stakeholder-management skills
- Attention to operational detail
- Ability to take ownership for implementation and BAU outcomes
Responsibilities
- Lead walkthroughs to document end-to-end processes, data, systems, handoffs, exceptions, dependencies, and pain points
- Create current-state and future-state process maps, responsibilities, service boundaries, and exception paths
- Design a scalable operating model that minimizes manual work and supports controlled processing
- Identify operational risks and design preventive, detective, and recovery controls
- Draft and maintain SOPs, process maps, Archer controls, Task Manager checklists, and FTTOP documentation
- Develop contingency and recovery plans for failures, incomplete data, missed handoffs, and exceptions
- Define readiness criteria and ensure people, processes, technology, controls, data, training, and escalation paths are ready
- Conduct model office and production parallel activities and resolve identified gaps
- Support production launch, stabilization, and transition to sustainable BAU routines
- Oversee service delivery, exceptions, breaks, controls, aging items, incidents, and client impact
- Analyze operating data and incidents to identify root causes and automation opportunities
Benefits
- Medical, dental, vision, life, long-term disability, and optional insurance coverage
- 401(k) retirement savings plan with company match
- Paid time off, including vacation, sick leave, short-term disability, and family-care leave
- Employee Assistance Program
- Annual performance-based incentive awards, where eligible
- Tax-advantaged savings plans, where eligible
- Paid volunteer days
- Flexible work arrangements
- Paid parental leave
- Adoption assistance
- Employee referral bonus program