Transfer Agency, AVP
State StreetVisit State Street website
State Street provides financial services to institutional investors through investment management, custody, and servicing solutions.
Distributed
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 lead and manage the Transfer Agency department as part of the senior management team. You will set and achieve performance targets, own client relationships, manage resources, ensure regulatory compliance, and drive change and continuous improvement.
Requirements
- Comprehensive knowledge of the Transfer Agency business
- Strong understanding of Fund Accounting, Custody, and fund industry regulation
- 8-10 years' experience including 3-4 years in a management capacity
- Excellent working knowledge of MS Office
- Strong written and verbal communication skills
- Excellent organizational and planning skills
- Ability to work to tight deadlines
Responsibilities
- Set and achieve department performance targets and objectives
- Lead, direct, and manage the department as part of the senior management team
- Own and develop client relationships and resolve complex problems
- Manage vendor, audit, and regulatory body relationships
- Identify and secure resources and ensure effective utilization
- Develop direct reports and take part in performance appraisals
- Ensure regulatory compliance and promote risk awareness and control
- Review client contracts and fund documentation
- Lead operational, client, risk, audit, and regulatory meetings
- Champion change and oversee continuous improvement initiatives
Benefits
- Medical plans and life insurance
- Employee Assistance Program
- Regional savings and retirement plans
- Paid vacation and holidays
- Two paid volunteer days
- Paid parental leave and adoption assistance
- Flex work arrangements
- Employee referral bonus program
