- $110,000 - $185,000
- Boston, Massachusetts
$110,000 - $185,000
Boston, Massachusetts
$110,000 - $185,000 Annual
State Street Global Advisors (SSGA) is seeking a Global Process owner of Client Onboarding with institutional client experience, who can excel in a fast-paced environment while working cohesively across business teams. Are you that person?
As a Global Process owner of Client Onboarding within SSGA's Client Coverage Group, you will be responsible for overseeing the entire onboarding life-cycle achieving a best in class onboarding experience. Enhancing the way we onboard clients, identifying new technologies and implementing best practices globally. You will be required to influence colleagues across the business to adapt to new methods and technologies as they are introduced.
To be successful, you will need to have a thorough understanding of SSGA's infrastructure and operational capabilities. The ability to influence and lead virtually will be critical due to the complex and continually evolving client relationships and goals. Your success will be dependent on your ability to be agile and develop collaborative relationships across our sales, legal, operations, compliance, investment, product, billing as well as other internal teams. As SSGA invests in technology you will be immersed in our efforts toward automation, efficiencies and creative thinking to achieve better ways of interacting with our clients and each other.
This role is part of the Client Coverage Group and you will report to the Head of Global Sales Infrastructure in Boston. This role can be located in either Boston or London.
Why this role is important to us
The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world's largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.
Join us if making your mark in the asset management industry from day one is a challenge you are up for.
As the Client Onboarding Global Process owner you will
- Implement and evolve our global onboarding framework with all colleagues involved in the client onboarding lifecycle
- Develop training guides for new Onboarding Managers and Subject Matter Experts involved in onboarding processes
- Work across SSGA to create a best in class client onboarding experience
- Instill importance of client experience and business objectives across organization ensuring teams are focused and aligned to importance of client onboarding experience
- Ensure a consistent global operating model while realizing there are regional and county nuances
- Manage all Audit Requirements and implement changes based on findings
- Manage all process improvement and technology enhancement initiatives
- Develop and ensure accurate management reporting
These skills will help you succeed in this role
- Strong leadership skills with ability to manage/influence stakeholders and senior leaders
- Significant knowledge of the institutional asset management industry
- The ability to think strategically while tactically executing and challenging the status quo
- Proven experience in navigating complex organizations and partnering with individuals at all levels to
- Demonstrated analytical skills and thoughtful approaches to tasks and new situations
- Effective project leadership across multiple working groups
- Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures
- Outstanding attention to detail, extremely accurate and well organized
- A fluid mindset towards technology so as to successfully use and adapt to multiple existing and new systems
- Superb verbal and written communication skills
- A willingness to learn, collaborate and take on additional responsibilities
- A positive, can-do attitude that motivates and inspires others
- Capacity for differentiated thinking, acute attention to details and ability to challenge the status quo in order to drive optimal outcomes
- Self-motivated, consultative mindset, ethical thinking, adapt to change and multi-task, strong people management, project management, analytical thinking, problem solving, research, time management, and verbal and written communication skills in English language
- High Proficiency in Microsoft Office suite of applications, specifically MS Word, PowerPoint and Excel. Understanding of Salesforce and Appian a plus
Education and experience requirements
- Graduate or above
- Minimum 10 years of experience in Finance / Asset Management Industry
- Exposure to project management and client onboarding a plus
- Strong leadership traits and ability to manage virtually across a wide variety of teams
- Exposure to working in similar Sales organizations, working with institutional clients and understanding of various channels a plus
Are you the right candidate? Yes!
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
About State Street Global Advisors
As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care.
What We Do.
At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.
Our Mission.
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.
Work, Live and Grow.
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.
Inclusion, Diversity and Social Responsibility.
State Street is an equal opportunity and affirmative action employer.
Company State Street Global Advisors
Salary Range
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.