Position Overview
We are seeking a dynamic and detail-oriented professional to support the Client Implementation Product Manager in the governance of and integration of clients onto our Transfer Agency platform. This role requires a strong product lens to identify, document, and communicate gaps in client implementation, ensuring seamless integration and optimal client experience. The role requires close collaboration with stakeholders in the Product, Technology, and Operations teams as well as external 3rd parties to drive successful outcomes.
Key Responsibilities
Client Implementation Oversight:
- Support the Client Implementation Product Manager in the migration of new clients onto the Transfer Agency platform, managing timelines, deliverables, and stakeholder communications.
- Facilitate kick-off meetings, requirements gathering sessions, and ongoing status updates with clients and internal teams.
- Prepare Model Office documentation, coordinating and securing appropriate sign offs.
- Develop and maintain detailed onboarding project plans and documentation.
Product Gap Analysis & Resolution:
- Proactive identification, management and mitigation of project risks and issues.
- Gather feedback from clients and internal stakeholders to recommend and implement process enhancements.
- Facilitate client workshops to support successful migration of the client.
- Apply a product-focused perspective, proactively identifying gaps between client requirements and current platform capabilities.
- Document and prioritize technology and operating model gaps, working closely with Product, Operations, and Technology to propose and track enhancements or workarounds.
- Ensure all stakeholders are informed of project status, risks, and mitigation plans.
- Facilitate resolution of complex issues and escalate as necessary to ensure timely onboarding.
Qualifications & Experience
- Bachelor’s degree in Business, Finance, Information Technology, or a related field.
- 5+ years of experience in client implementations, product management, or technology implementation within financial services, preferably in Transfer Agency.
- Ability to engage successfully in multiple initiatives simultaneously and open to change as projects are de/re-prioritized.
- Excellent project management and organizational skills, with the ability to manage multiple priorities.
- Strong analytical and problem-solving abilities, with a customer-focused mindset.
- Exceptional verbal and written communication skills.
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About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. 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 future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
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