Fund Connect Client Support Management Vice President

4 weeks ago

Étreux, Hauts-de-France, United States State Street Corporation Full time

About the Role
We are seeking a Client Support Management VP to oversee the Fund Connect product. In this role, the candidate will be responsible for supporting daily fund and account updates, client onboarding, and daily trading activities on the portal. The candidate will also be responsible for monitoring and coordinating technical support for integration and connectivity workflows.

Key Responsibilities
Manage a team of operational specialists supporting all asset classes of the platform
Monitor and manage all Fund information to ensure completeness and accuracy
Identify Internal Sweep clients and create/expand the relationship between the client and Fund Connect
Manage several projects to expand the product offering of the portal
Onboard new clients and products
Reconcile account positions
Provide billing oversight support to the finance and accounting team
Assist with supporting vendor relationships and due diligence
Manage production support oversight and coordinate incident triage
Resolve client inquiries/issues
Generate daily/ad-hoc reports
Establish and maintain relationships with Fund Providers and clients
Ensure compliance requirements are met (prospectus and statement delivery, client KYC, etc.)
Ensure adherence to all operational procedures and corporate policies
Foster cross-functional relationships with leads from Business Solutions, Product Development, Sales, and Business teams.

Requirements
Minimum of 7 to 9 years of related financial industry experience
Working knowledge of a range of financial products including mutual funds and short-term money market instruments
Detailed understanding of operations with at least 5 years' experience in an operational role
Strong attention to detail and the ability to handle several projects simultaneously
Ability to develop business relationships within and outside the organization
Excellent interpersonal, communication, organizational, and problem-solving skills
Ability to multi-task, balance workload, and perform in a pressurized, deadline-oriented environment
Education & Preferred Qualifications
Bachelor's degree with emphasis in finance, accounting, or economics
FINRA Series 7 and 63 licensed required
FINRA Series 24 licensed required must be obtained within 6 months of start date
Client Service experience
Technical aptitude with a wide range of applications, including but not limited to the MS Office suite

About State Street
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.

What We Offer
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.

State Street is an Equal Opportunity Employer
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.

Salary Range
$100,000 - $160,000 Annual

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.

Apply Now
For further information, and to apply, please visit our website via the "Apply" button below.

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