Transfer Agency Shareholder Services Alternatives Team, Vice President
Listed on 2025-12-03
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Management
Risk Manager/Analyst, Financial Manager
Who we are looking for
The ideal candidate should have financial service experience and the ability to manage multiple tasks in a fast‑paced and dynamic environment. The candidate will need to supervise with operational focus in area of functional expertise and manage the activities of individual contributors or supervisors in a section or department with accountability for results in terms of costs, strategies and employees.
Why this role is important to usThe team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting‑edge solutions, that are straightforward and scalable.
You will help us build resilience and execute day‑to‑day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.
As a VP in the Transfer Agency Alternatives Team, you will
- Direct the management of one or more operational areas with a complex function.
- Leads and develops teams to achieve the goals of the Transfer Agent and State Street.
- Fosters successful interaction with client and vendor organizations and other areas of the bank.
- Assesses staffing needs. Recruits, selects, trains, evaluate and manage teams.
- Observes and enforces all deadlines and deliverables within area of responsibility and works with multiple internal and external partners to ensure no service interruptions or failures.
- Develops and implements process improvements and effectively manages change to ensure departmental and organizational objectives are met.
- Resolves exceptional problems.
- Manages direct and indirect budgetary responsibilities effectively.
- Participates in the development of an effective marketing/service strategy for prospects and existing clients; i.e., presentations, proposals, and contract support.
- Presents effectively to internal and external parties, including clients.
- Formulates, recommends and implements departmental goals, policies and budgets.
- Ensures accurate and timely preparation of financial and management reports.
- Develops and achieves targets concerning conversion of new business.
- Manages other projects or tasks as assigned.
- Develops and maintain strong client relationships.
These skills will help you succeed in this role
- Taking Ownership and Initiative
- Ensuring accuracy and quality – detail oriented
- Strong organizational and analytical skills
- Time management skills – ability to prioritize
- Providing outstanding service
- Effective Communication
- Fostering Collaboration and Teamwork
Preferred Qualifications
- BA/BS required with a minimum of 10 years’ experience in financial services; advanced degree is preferred.
- The incumbent must have 5 - 7 years’ management experience.
- The incumbent should possess substantial operational background.
- The incumbent must possess superior written and verbal communication skills.
- The incumbent must possess strong analytical, problem‑solving and organizational skills.
- The incumbent must possess strong interpersonal and influencing skills.
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work‑life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the…
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