Assistant Vice President jobs at State Street - 178 jobs

Who we are looking for State Street Global Technology Services (GTS) Portfolio Governance is seeking a Program Manager to facilitate the implementation of best practices in key process areas across the GTS. The role will engage and collaborate with enterprise process owners to assess the current environment, create transparency, prioritize improvements, and implement governance best practices. You will apply a risk and controls mindset to ensure key process areas are being managed effectively and maintain sustainable governance with a continuous improvement mindset. In partnership with enterprise process owners, you will play a key role in shifting towards a proactive vs. reactive posture. You should understand risk frameworks, control environments, and possess strong analytical, strategic thinking, organizational, and communication skills. Our team values lightweight processes, continuous improvement, clear communication, and transparency. What you will be responsible for Partner with enterprise process owners and act as a consultative but accountable owner to identify and break down processes into component parts and solution remediation plans to close gaps. Support enterprise owners in establishing appropriate mechanisms to facilitate comprehensive and effective governance and oversight across process areas. Identify and track dependencies and opportunities for optimization; proactively identify problems and recommend solutions before they become gaps. Collaborate with process owners to develop and implement a change management plan to drive measurable process maturity that aligns to established governance best practices. Create and refine processes when necessary; maintain focus on sustainable and continual improvement that optimizes execution with efficient oversight. Work with teams to clarify goals and deliverables; bring data to planning and prioritization. Identify KPIs and success metrics, collect and analyze data; make information visible to stakeholders. Leverage excellent verbal and written communication skills to facilitate and oversee progress against milestones and date-driven deadlines. What we value Exceptional cross-team collaboration across functions, organizations, and reporting boundaries. Demonstrated experience in managing complex change programs that necessitate adoption and adherence to standards. Proficiency in advising and facilitating workflow improvements to improve efficiency and effectiveness. Ability to quickly address urgent matters and drive them to completion, even with non-aligned stakeholder goals. Ability to adapt style depending on context, priority and audience. Curiosity and courage to ask tough questions, challenge the status quo, and drive consensus in complex environments. Horizontal influence; driving results without direct control over the teams and/or resources required to achieve the goal Collaboration and consensus building skills to drive shared outcomes. Ambitious and proactive, showing initiative and generating ideas without prompting. Adaptability in a changing priority landscape. Education and preferred qualifications Bachelor's degree in business, Operations, Computer Science or a related field. 7+ years of experience in financial services or a related industry, including engaging with leadership to strategic change and/or governance programs. Experience in technical program management with a track record of managing complex cross-functional projects, and understanding technology in a business context. Ability to work in a matrix environment, partner with virtual teams, and work independently. Salary Range: $80,000 - $140,000 Annual 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. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . 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. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement 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.

A leading global investment firm in Boston seeks a Vice President for the Wealth Investment Solutions team. This role involves managing the Exchange Fund complex to provide tax-efficient solutions to high net worth clients. The ideal candidate will have 5-10 years of asset management experience, strong analytical skills, and a proactive approach in a fast-paced environment. Join us to drive innovative investment solutions in a collaborative team setting. #J-18808-Ljbffr

A leading global financial services firm seeks a Vice President for their Exchange Funds team in Boston. This role involves managing portfolios, client interaction, and operational design, requiring strong analytical skills and a minimum of 5 years' experience in asset management. The ideal candidate will innovate and structure investment products while providing tax-aware solutions to high-net-worth clients. The firm promotes diversity, offers competitive benefits, and emphasizes professional growth. #J-18808-Ljbffr

A leading global investment firm is seeking a Vice President for its Wealth Investment Solutions team in Boston. The role involves managing Exchange Fund offerings and engaging with high net worth clients to provide tax-efficient solutions. Candidates should have 5-10 years of experience in asset management, strong analytical skills, and excellent communication abilities. The firm provides various competitive benefits including vacation policies and financial support for employees. #J-18808-Ljbffr

A leading financial institution is looking for a Commercial Banker specializing in Healthcare, Higher Education & Non-Profit sectors in Boston. This role involves managing client relationships, mentoring junior team members, and understanding industry trends. Candidates should have 5+ years of experience in direct lending and be proficient in commercial banking products. A bachelor's degree is preferred. The role offers competitive compensation and benefits, including health care coverage, retirement savings, and tuition reimbursement. #J-18808-Ljbffr

A leading global financial institution is seeking a Vice President in Alternative Fund Services to lead a Fund Accounting team. You will drive excellence in operations and be pivotal in our initiatives involving a diverse client base. The ideal candidate will have over 10 years of accounting experience, comprehensive knowledge of hedge/private equity environments, and a strategic mindset. This role offers a dynamic environment where your leadership will significantly impact our client's success and business growth. #J-18808-Ljbffr

A leading financial services firm in Boston is seeking a Vice President for the Investment Middle Office Client Global Operations team. The successful candidate will lead the Client Operations team, ensuring exceptional service delivery and client satisfaction. Responsibilities include overseeing operational activities, managing client relationships, and collaborating across teams to enhance processes. The ideal candidate will possess strong leadership skills, excellent client-facing abilities, and extensive knowledge of investment products and the trade lifecycle. #J-18808-Ljbffr

Job Information Job Identification 210596591 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 02/11/2025, 11:17 PM Job Schedule Full time Job Shift Day Job Description You are customer focused, enjoy building relationships, leading teams, and providing financial advice to your clients. A role as a Market Executive on the Applied Technology team in our Innovation Economy business is for you. As a Market Executive on the Applied Technology Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the dynamic Applied Technology sector. You will hire and direct team members in their business development efforts to grow and retain profitable banking relationships. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however the portfolio size is typically smaller in recognition of management responsibilities. The Applied Technology team focuses on world changing technologies across robotics, space, quantum computing, and semiconductors, and you will support the growth of founders innovating at the intersection of hardware and software. The Applied Technology team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Demonstrate the ability to build a brand within your market that represents Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients” Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Required Qualifications, Capabilities and Skills Minimum of 12 years' account relationship management experience with a focus on business relationships Understanding of Commercial Banking products and services with knowledge of the region Ability to mobilize internal networks and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Creative solution and problem solving abilities and excellent business judgment with the ability to multitask FINRA Series 79, 63, 24 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Strong technology experience; digital background preferred Excellent organizational, influencing and interpersonal skills Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations. #J-18808-Ljbffr

A leading financial institution is seeking an experienced Private Banker to manage and enhance client relationships. This role requires over six years in Private Banking or Financial Services and the need for Series 7, 66, and Insurance licenses. Key responsibilities include advising clients on wealth management and generating new business through targeted relationships. Candidates should demonstrate strong sales success and a deep understanding of financial products. The position offers a chance to join a collaborative team in a fast-paced environment. #J-18808-Ljbffr

Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now Note - we will not consider those candidates who require sponsorship now or in the future Note - this role will be required to have an in office presence from time to time. Note - this is a leadership role where hands on experience will be required As a Digital Engineering Lead, you will play a strategic role in shaping and delivering modern digital software solutions and platforms. You'll lead cross-functional engineering teams, define scalable architectures, and collaborate with multidisciplinary stakeholders to drive platform modernization, accelerate innovation, and enable end-to-end digital transformation for our clients. Key Responsibilities * Technical Strategy & Roadmapping: Define and evolve technical strategies and roadmaps that align with digital transformation goals. * Solution Architecture: Design and lead the implementation of scalable, cloud-native digital solutions using modern frameworks and platforms. * Engineering Leadership: Guide frontend, backend, and mobile development teams, ensuring adherence to best practices across the software development lifecycle (SDLC). * Agile Delivery: Deliver secure, high-performing, and user-centric applications using agile methodologies and DevSecOps principles. * DevOps & Quality: Oversee CI/CD pipelines, infrastructure as code (IaC), automated testing, and code quality initiatives. * Client Engagement: Act as a trusted technical advisor in client engagements, supporting digital strategy, architecture, and solution design. * Talent Development: Mentor and grow engineering talent, fostering a culture of innovation, collaboration, and continuous learning. Technology Stack * Frontend: React, Angular, Next.js, TypeScript * Backend: Node.js, Java * Mobile: Ionic, ReactNative * Cloud: Azure * DevSecOps: CI/CD pipelines, Infrastructure as Code (IaC), GitOps * Tools: Figma, Selenium, Cypress, Playwright, Apache JMeter Qualifications * Must be able to be hands on * Bachelor's degree in Computer Science or a related field. * 15+ years of experience in software development, including 5+ years in a technical leadership role. * Proven experience leading enterprise digital transformation or platform modernization initiatives. * Demonstrated innovation success * Knowledge of emerging technologies * Strong understanding of cloud-native architectures, API design, and data integration. * Excellent communication and stakeholder management skills. What We Look For A tech-savvy leader with a passion for building impactful digital solutions, mentoring high-performing teams, and delivering measurable value through innovation and engineering excellence. #LI-ND1 Compensation Pay Disclosure: Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya may offer incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $200,000 - $220,000 USD Be Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well. What We Offer * Health, dental, vision and life insurance plans * 401(k) Savings plan - with generous company matching contributions (up to 6%) * Voya Retirement Plan - employer paid cash balance retirement plan (4%) * Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day. * Paid volunteer time - 40 hours per calendar year Learn more about Voya benefits (download PDF) Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture: * Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations. * Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution. * Team Mentality: Partnering effectively to drive our culture and execute on our common goals. * Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. * Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Learn more about Critical Skills Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities. Misuse of Voya's name in fraud schemes

JobID: 210673089 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $122,550.00-$201,000.00; Boston,MA $122,550.00-$201,000.00 Join J.P. Morgan, a global leader in financial services, where collaboration and innovation drive outstanding solutions for our clients. Be part of the dynamic Global Regulatory Practice team (with locations across Europe, Asia, and the Americas) who work hand in hand with the business partners and subject matter experts across the firm on regulatory developments impacting the Securities Services business and our clients. As the Regulatory Practice Americas Manager for Securities Services, you will lead the regional regulatory agenda, identify relevant regulatory developments impacting the business, advise the business on mandatory obligations and help product partners adapt products and services to evolving external requirements. You will collaborate with the regional and global partners, manage regulatory change governance framework for the region, work with product partners on regulatory service solutions, and engage with clients and industry groups to position J.P. Morgan as a thought leader in the marketplace. Job responsibilities * Own and evolve the Americas regulatory operating and governance model, aligning with global standards and risk management best practices. * Monitor the regulatory landscape (SEC, CFTC, DOL, etc.), maintain a forward-looking inventory, and assess business/client impacts. * Maintain a robust controls framework to mitigate risks associated with regulatory change management. * Formulate readiness strategies for regulatory reforms in consultation with product and control partners. * Anticipate client demand for regulatory service solutions and adapt products/services to meet client obligations. * Represent J.P. Morgan in local industry discussions, working groups, and advocacy efforts. * Identify and propose opportunities to monetize regulatory service solutions for bespoke client needs. * Develop and implement targeted client engagement strategies, including meetings, roundtables, and webinars. * Create market-leading thought leadership content and client-facing materials to showcase J.P. Morgan's expertise. * Lead or support projects and initiatives at the location or regional level as required. Required qualifications, capabilities, and skills * Strong understanding and practical experience in Securities Services (custody, fund accounting, fund administration, collateral management, etc.) and/or investment management products/services. * 5+ years' experience in financial services (securities services, asset management, wealth management, pensions/insurance, banking). * Compliance, regulatory consultancy, and/or business/product control experience is a bonus. * Strong working knowledge of US/global financial services and regulatory landscape. * Client-facing experience, preferably with key stakeholders/decision makers. * Industry-facing experience, ideally through participation in industry working groups (e.g., AGC, ICI); active engagement in associations is a bonus. * Strong leadership skills and ability to navigate large matrix organizations. * Proven track record of ownership, execution excellence, and results delivery. * Excellent analytical skills and attention to detail. * Ability to incorporate risk and control parameters in business activities and partner effectively with control functions. * Superb verbal and written communication skills; experience with technical client-facing content is a bonus. * Excellent MS Office skills, including PowerPoint. Preferred qualifications, capabilities, and skills * Experience in compliance, regulatory consultancy, or business/product control. * Active engagement in industry associations and working groups. * Experience developing technical client-facing content. * Ability to create and execute a vision for ongoing innovation in regulatory services.

This is a Commercial Banker position on the Software coverage team, a national coverage unit within the DT& C national vertical group. The Software coverage universe consists of US headquartered corporates operating in all Software industries and related sub sectors, inclusive of fin-tech, generating annual revenues of $100MM -$3BN. Banker would be responsible for originating and managing Citi's coverage and expansion efforts, lead credit dialogue, proactively identify cross sell opportunities, drive client-centric solutions and achieve ambitious growth targets set for the business. New Business generation is industry focused without geographic constraints within the US. Banker would effectively deliver industry insights and knowledge externally to clients and the market, and internally to leadership, Risk, and other partners. This position would work closely with internal counterparts including, but not limited to, Investment Banking, Treasury & Trade, Credit, Derivative Markets, Loan Syndications, Debt Capital Markets, and Equity Capital Markets. The role reports directly to the CCB US Software Sector Head. Responsibilities: Originate, manage, and grow new, multi-product and multi-country client relationships. Own, respond to, uncover and anticipate future needs, roadblocks, business & industry risks and headwinds Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward. “Be the Best” for our clients by understanding and delivering on clients' holistic operational, risk management, financing and strategic agenda. Be responsible for Client-level planning, budget and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet. Drive complex multi-product solutions across multiple geographies, such as regional cash management solutions, coordinated hedging solutions and Capital raising solutions, etc. Work closely with Credit Loan Management and Independent Risk to ensure the establishment of new credit relationships as well as the monitoring of the existing credit portfolio. Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations Introduces solutions to clients in building and strengthening an effective portfolio Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met; Identifies cross-sell opportunities to deepen and increase share of wallet; Maximizes client experience by proactive sharing markets updates, trend and intelligence Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate Networks with clients to identify avenues for new business opportunities; Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 10+ years of experience in Commercial Banking with technology client exposure Active FINRA Licensing, 79, 63 and SIE or ability to obtain once onboard Self-starter with a team player mindset - proven track record of robust new client acquisitions and sound risk management Sound knowledge of banking and investment products and process Demonstrates intermediate to advanced credit skills; structures more complex deals, including global transactions Demonstrates an expert level of Early Warning Detection skills Demonstrates expert level credit skills; capable of structuring all credit deals and guiding staff through the credit deal approval process Demonstrates advanced Citi's credit-process and credit-appetite knowledge Ability to work effectively in team setting Ability to coordinate multi-functional teams to provide an exceptional client experience. Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership) Ability to work under pressure while making sound decisions Highly focused, able to rapidly identify key priorities, clearly communicate the priorities Accountable for significant direct business results or authoritative advice regarding the operations of the business. A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients Able to quickly adapt priorities based on the latest data insights Education: Bachelor's/University degree, Masters degree preferred ------------------------------------------------------ Job Family Group: Commercial and Business Sales ------------------------------------------------------ Job Family: Relationship Management ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Boston Massachusetts United States ------------------------------------------------------ Primary Location Full Time Salary Range: $182,400.00 - $273,600.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 31, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

At J.P. Morgan Advisors we have been helping high-net-worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Investment Professionals throughout the United States, J.P. Morgan Advisors offers clients a broad suite of transactional, wealth management and investment advisory services. Our Investment Professionals-among the most experienced and creative in the industry-excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients. As a Supervisory Manager in J.P. Morgan Advisors, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a territory of Financial Advisors. You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders. **Job responsibilities** + Monitor investment activities of registered and non-registered employees of J.P. Morgan Advisors + Review middle markets, institutional, and retail customer account activity, sales practices, suitability, documents, marketing material and customers' statements to ensure compliance with various regulatory and legal requirements + Monitor the trading practices of Advisors with respect to regulatory requirements and internal policy + Assist in the on/off boarding of J.P. Morgan Advisors staff + Review client inquiries, issues, and complaints and complete a thorough investigation and provide resolution. This involves Compliance, Legal, Portfolio Management Risk Management & Control along with Senior Management in the process of reaching an appropriate resolution + Serve as point of contact for resolution of any questions or issues that may occur during the course of a business day from the various oversight groups. Be able to provide clear, concise, and timely resolution to these issues as they arise + Provide policy and procedural training to new employees, assist with continuing education requirements, and provide special training as warranted on specific topics. Assist Compliance in the dissemination of information relating to changes in policy and regulatory rules. Discuss Compliance and new product lines with sales personnel + Act as the main point contact for internal examinations conducted by Compliance and Internal Audit. This includes representing management in demonstrating adherence to internal policies and procedures, as well as maintaining and providing all necessary documentation in accordance with internal examiners' requests + Resolve order errors including identifying circumstances, taking market action when necessary to resolve the error, and completing the error reporting and then assigning responsibilities for the errors as necessary + Review client accounts as outlined by procedures; follow up on issues or make client contact as warranted and in accordance with supervisory guidelines and maintain these records of the review process + Confirm that written consent of the Office of the Secretary is obtained before employees engage in outside speaking engagements; approve lectures or interviews prior to activity and maintain a log of the activity. Approve personal securities transactions for regional employees as required by firm policy and review and resolve personal trading policy violations with Compliance and Regional Director as required **Required qualifications, capabilities, and skills** + 7+ years of experience in the securities / investment industry + Licenses required to perform all job duties associated with the role: FINRA Series 7, 66 (63/65), 9/10 (4,24,53), appropriate State Life & Health Insurance license + A valid and active Series 4 and appropriate State Insurance licenses are required or must be obtained within 90 days of starting in the role as a condition of employment + Possess a competent level of knowledge of relevant securities rules, regulations, guidelines, securities products and industry practices. + Ability to provide clear, concise and timely resolution to issues. + Demonstrate strong critical thinking, analytical research and quantitative skills. + Strong written and verbal communications skills, including an ability to communicate with all levels of management. + Possess excellent time management skills. + Proven judgment and problem-resolution skills + Ability to understand new investment products, Advisor compensation plans, firm wide policies and procedures to conduct reviews + Ability to build relationships across business functions to obtain necessary information to conduct reviews **Preferred qualifications, capabilities, and skills** + Bachelor's Degree preferred + Experience as a Supervisory or Compliance professional preferred + Possess an advanced knowledge of FINRA, MSRB and SEC rules and regulations + Experience working in an environment alongside Advisors preferred Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Boston,MA $114,000.00 - $180,000.00 / year

Who we are looking for State Street Global Technology Services (GTS) Portfolio Governance is seeking a Program Manager to facilitate the implementation of best practices in key process areas across the GTS. The role will engage and collaborate with enterprise process owners to assess the current environment, create transparency, prioritize improvements, and implement governance best practices. You will apply a risk and controls mindset to ensure key process areas are being managed effectively and maintain sustainable governance with a continuous improvement mindset. In partnership with enterprise process owners, you will play a key role in shifting towards a proactive vs. reactive posture. You should understand risk frameworks, control environments, and possess strong analytical, strategic thinking, organizational, and communication skills. Our team values lightweight processes, continuous improvement, clear communication, and transparency. What you will be responsible for * Partner with enterprise process owners and act as a consultative but accountable owner to identify and break down processes into component parts and solution remediation plans to close gaps. * Support enterprise owners in establishing appropriate mechanisms to facilitate comprehensive and effective governance and oversight across process areas. * Identify and track dependencies and opportunities for optimization; proactively identify problems and recommend solutions before they become gaps. * Collaborate with process owners to develop and implement a change management plan to drive measurable process maturity that aligns to established governance best practices. * Create and refine processes when necessary; maintain focus on sustainable and continual improvement that optimizes execution with efficient oversight. * Work with teams to clarify goals and deliverables; bring data to planning and prioritization. * Identify KPIs and success metrics, collect and analyze data; make information visible to stakeholders. * Leverage excellent verbal and written communication skills to facilitate and oversee progress against milestones and date-driven deadlines. What we value * Exceptional cross-team collaboration across functions, organizations, and reporting boundaries. * Demonstrated experience in managing complex change programs that necessitate adoption and adherence to standards. * Proficiency in advising and facilitating workflow improvements to improve efficiency and effectiveness. * Ability to quickly address urgent matters and drive them to completion, even with non-aligned stakeholder goals. * Ability to adapt style depending on context, priority and audience. * Curiosity and courage to ask tough questions, challenge the status quo, and drive consensus in complex environments. * Horizontal influence; driving results without direct control over the teams and/or resources required to achieve the goal * Collaboration and consensus building skills to drive shared outcomes. * Ambitious and proactive, showing initiative and generating ideas without prompting. * Adaptability in a changing priority landscape. Education and preferred qualifications * Bachelor's degree in business, Operations, Computer Science or a related field. * 7+ years of experience in financial services or a related industry, including engaging with leadership to strategic change and/or governance programs. * Experience in technical program management with a track record of managing complex cross-functional projects, and understanding technology in a business context. * Ability to work in a matrix environment, partner with virtual teams, and work independently. Salary Range: $80,000 - $140,000 Annual 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. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ****************************************** 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. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement 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.

Who we are looking for We are seeking a highly skilled and risk-focused Special Events and Project Specialist to join our Currency Management team. In this role, you will be at the forefront of managing and executing special events and transition projects within our currency management business. This is a unique opportunity to work closely with clients, internal stakeholders, and cross-functional teams to ensure seamless execution and delivery of complex currency management solutions. You will play a vital role in overseeing complex events such as transitions, fund restructures / closures, hedging / execution strategy changes, amongst others, by engaging with clients and collaborating with internal teams to deliver seamless currency management solutions. Why this role is important to us The team you will be joining is a part of State Street Markets. As a leading provider of trading and lending solutions to the world's institutional investors, we deliver the industry's most innovative platforms, financing and portfolio solutions. Our capabilities are backed by proprietary, high-value research, insights and indicators that power clients' investment decisions, accelerate performance and help investors stay ahead of shifting markets. Across our comprehensive set of solutions - data-driven macro market intelligence that give an information advantage; client-first platforms and tools that redefine trading; financing solutions that streamline liquidity access; and portfolio solutions designed to help achieve peak performance - we deliver a breakthrough edge to drive business success. State Street's Currency Management team is a global leader in providing sophisticated currency management solutions, including currency overlay and hedging strategies, to institutional clients. We leverage advanced technology and deep market expertise to help clients mitigate currency risk, enhance returns, and achieve their investment objectives in an ever-changing global market. Join us if making your mark in the capital markets industry from day one is a challenge you are up for. What you will be responsible for As Currency Management, Product and Client Change Manager, AVP you will: Client Engagement: Act as a primary point of contact for clients during special events and transitions. Effectively communicate currency overlay and trading concepts in a clear and concise manner to both technical and non-technical stakeholders. Project Management: Lead the planning, coordination, and execution of special events and transitions, including fund launches, mandate changes, and large-scale currency overlay adjustments. Develop and maintain detailed project plans, timelines, and status reports. Technical Execution: Utilize your technical skills to automate processes using Python & SQL, and contribute to the development of custom tools and reports to support special events and transitions. Cross-functional Collaboration: Work closely with internal teams, including portfolio management, trading, operations, technology, and legal, to ensure all aspects of special events and transitions are executed seamlessly. Risk Management: Identify and mitigate potential risks associated with special events and transitions, ensuring adherence to contractual requirements, industry best practices and internal policies. Maintain a strong control environment throughout the lifecycle of each project. Continuous Improvement: Proactively identify opportunities to enhance processes, tools, and methodologies related to special events and transitions. Contribute to the development of best practices and standards within the Currency Management team. Skills and Experience Experience: 5+ years of experience in financial services, Foreign Exchange or a related field, with a focus on project management, transitions, or special events. Experience working in a client-facing role is highly preferred. Technical Skills: Proficiency in SQL and basic Python programming. Experience with data analysis, automation, and report generation is essential. Risk Acumen: Deep understanding of risk management principles, particularly in the context of financial services and currency management. Proven ability to identify, assess, and mitigate risks effectively. Communication: Understanding of fund accounting /custody/ transfer agency operations. Analytical Thinking: Strong problem-solving skills, with a keen attention to detail and the ability to think critically under pressure. Leadership: Proven ability to lead and manage cross-functional teams, driving projects to successful completion while maintaining high standards of quality and client satisfaction. What we value Required Competencies - Attention to detail and time management are a must. Ability to work under pressure Motivated and self-starter Microsoft Excel Education & Preferred Qualifications Education: Bachelor's degree in Finance, Economics, Computer Science, or a related field. Advanced degree or relevant certifications (e.g., CFA, PMP) are a plus. About State Street What we do. 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. Work, Live and Grow. 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. Inclusion, Diversity and Social Responsibility. 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. State Street is an equal opportunity and affirmative action employer. Salary Range: $80,000 - $140,000 Annual 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. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . 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. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement 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.

Join JPMorganChase as a Fund Service Vice President and become a pivotal part of our dynamic team. This role offers a unique opportunity to leverage your expertise in fund servicing operations while driving impactful solutions and fostering career growth. As a leader in our organization, you'll be at the forefront of innovation, working in a collaborative environment that values your skills and contributions. As a Fund Servicing Manager III within JPMorganChase, you will be a key player in fund servicing operations, leveraging your deep knowledge of fund accounting and ETF administration to deliver exceptional service. You will manage a diverse team, interpret customer needs, and identify trends to generate innovative solutions, making impactful decisions on operations and financial management. Partnering with technology, operations, and product teams, you will oversee service delivery to clients, focusing on oversight, reporting, and issue resolution. You will communicate status updates and provide KPIs to senior management to ensure escalation and prioritization of client issues. Additionally, you will build and maintain a network of partners within the fund services organization to promote client focus and drive service quality, while engaging in strategic planning, stakeholder management, and conflict resolution. **Job responsibilities** + Oversee the maintenance of accurate accounting and securities records for each fund administered, ensuring all controls are adhered to for basket operations + Lead the resolution of complex ETF issues where accounting or securities transactions breach the validation tolerances of our systems, leveraging your advanced knowledge in fund servicing. + Drive continuous improvement initiatives to enhance the efficiency, scale, and resilience of our ETF operating platform, applying your advanced proficiency in process automation. + Establish and maintain productive relationships with stakeholders, cross-functional teams, and clients, using advanced emotional intelligence and proficient stakeholder management skills to drive mutually beneficial outcomes. + Implement strategic plans and administer projects, programs, or systems to achieve short- to midterm objectives, leveraging proficiency in process automation and continuous improvement techniques. + Coach and mentor team members, fostering a culture of learning and growth, and leveraging your advanced listening and questioning skills to guide their professional development. + Participate in discussions with Fund Sponsors looking to launch new ETF products and manage ETF onboardings and fund launches **Required qualifications, capabilities, and skills** + Demonstrated expertise in fund accounting and ETF administration, with at least 10 years of experience focusing on maintaining accurate securities records, evidenced by successful management of related tasks and responsibilities. + Proven ability to manage a diverse team, with a track record of fostering a positive work environment and driving team performance. + Advanced proficiency in process automation, with a history of implementing automation initiatives to enhance operational efficiency. + Strong experience in strategic planning and stakeholder management, with the ability to establish productive working relationships and drive mutually beneficial outcomes. + Exceptional leadership and staff development skills with prior team management **Preferred qualifications, capabilities, and skills** + Advanced Excel skills, VBA, etc + Strong knowledge of complex corporate actions and dividend income + ETF cash component expertise JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Boston,MA $114,000.00 - $182,000.00 / year

JobID: 210678922 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $114,000.00-$182,000.00 Join JPMorganChase as a Fund Service Vice President and become a pivotal part of our dynamic team. This role offers a unique opportunity to leverage your expertise in fund servicing operations while driving impactful solutions and fostering career growth. As a leader in our organization, you'll be at the forefront of innovation, working in a collaborative environment that values your skills and contributions. As a Fund Servicing Manager III within JPMorganChase, you will be a key player in fund servicing operations, leveraging your deep knowledge of fund accounting and ETF administration to deliver exceptional service. You will manage a diverse team, interpret customer needs, and identify trends to generate innovative solutions, making impactful decisions on operations and financial management. Partnering with technology, operations, and product teams, you will oversee service delivery to clients, focusing on oversight, reporting, and issue resolution. You will communicate status updates and provide KPIs to senior management to ensure escalation and prioritization of client issues. Additionally, you will build and maintain a network of partners within the fund services organization to promote client focus and drive service quality, while engaging in strategic planning, stakeholder management, and conflict resolution. Job responsibilities * Oversee the maintenance of accurate accounting and securities records for each fund administered, ensuring all controls are adhered to for basket operations * Lead the resolution of complex ETF issues where accounting or securities transactions breach the validation tolerances of our systems, leveraging your advanced knowledge in fund servicing. * Drive continuous improvement initiatives to enhance the efficiency, scale, and resilience of our ETF operating platform, applying your advanced proficiency in process automation. * Establish and maintain productive relationships with stakeholders, cross-functional teams, and clients, using advanced emotional intelligence and proficient stakeholder management skills to drive mutually beneficial outcomes. * Implement strategic plans and administer projects, programs, or systems to achieve short- to midterm objectives, leveraging proficiency in process automation and continuous improvement techniques. * Coach and mentor team members, fostering a culture of learning and growth, and leveraging your advanced listening and questioning skills to guide their professional development. * Participate in discussions with Fund Sponsors looking to launch new ETF products and manage ETF onboardings and fund launches Required qualifications, capabilities, and skills * Demonstrated expertise in fund accounting and ETF administration, with at least 10 years of experience focusing on maintaining accurate securities records, evidenced by successful management of related tasks and responsibilities. * Proven ability to manage a diverse team, with a track record of fostering a positive work environment and driving team performance. * Advanced proficiency in process automation, with a history of implementing automation initiatives to enhance operational efficiency. * Strong experience in strategic planning and stakeholder management, with the ability to establish productive working relationships and drive mutually beneficial outcomes. * Exceptional leadership and staff development skills with prior team management Preferred qualifications, capabilities, and skills * Advanced Excel skills, VBA, etc * Strong knowledge of complex corporate actions and dividend income * ETF cash component expertise

Join JPMorganChase as a Fund Service Vice President and become a pivotal part of our dynamic team. This role offers a unique opportunity to leverage your expertise in fund servicing operations while driving impactful solutions and fostering career growth. As a leader in our organization, you'll be at the forefront of innovation, working in a collaborative environment that values your skills and contributions. As a Fund Servicing Manager III within JPMorganChase, you will be a key player in fund servicing operations, leveraging your deep knowledge of fund accounting and ETF administration to deliver exceptional service. You will manage a diverse team, interpret customer needs, and identify trends to generate innovative solutions, making impactful decisions on operations and financial management. Partnering with technology, operations, and product teams, you will oversee service delivery to clients, focusing on oversight, reporting, and issue resolution. You will communicate status updates and provide KPIs to senior management to ensure escalation and prioritization of client issues. Additionally, you will build and maintain a network of partners within the fund services organization to promote client focus and drive service quality, while engaging in strategic planning, stakeholder management, and conflict resolution. Job responsibilities Oversee the maintenance of accurate accounting and securities records for each fund administered, ensuring all controls are adhered to for basket operations Lead the resolution of complex ETF issues where accounting or securities transactions breach the validation tolerances of our systems, leveraging your advanced knowledge in fund servicing. Drive continuous improvement initiatives to enhance the efficiency, scale, and resilience of our ETF operating platform, applying your advanced proficiency in process automation. Establish and maintain productive relationships with stakeholders, cross-functional teams, and clients, using advanced emotional intelligence and proficient stakeholder management skills to drive mutually beneficial outcomes. Implement strategic plans and administer projects, programs, or systems to achieve short- to midterm objectives, leveraging proficiency in process automation and continuous improvement techniques. Coach and mentor team members, fostering a culture of learning and growth, and leveraging your advanced listening and questioning skills to guide their professional development. Participate in discussions with Fund Sponsors looking to launch new ETF products and manage ETF onboardings and fund launches Required qualifications, capabilities, and skills Demonstrated expertise in fund accounting and ETF administration, with at least 10 years of experience focusing on maintaining accurate securities records, evidenced by successful management of related tasks and responsibilities. Proven ability to manage a diverse team, with a track record of fostering a positive work environment and driving team performance. Advanced proficiency in process automation, with a history of implementing automation initiatives to enhance operational efficiency. Strong experience in strategic planning and stakeholder management, with the ability to establish productive working relationships and drive mutually beneficial outcomes. Exceptional leadership and staff development skills with prior team management Preferred qualifications, capabilities, and skills Advanced Excel skills, VBA, etc Strong knowledge of complex corporate actions and dividend income ETF cash component expertise

Who we are looking for The Accounting team is seeking a highly committed, technically sound and organized Billing Manager, Assistant Vice President that is detail oriented, to support the monthly invoice process, monthly close and ad hoc requests/projects. At Charles River Development we achieve this through effectively engaging with our leaders and colleagues to understand our broad strategy, analyzing data, and delivering insights to help drive CRD's current and future performance. Why this role is important to us The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created first open front-to-back platform - State Street Alpha, that was launched in 2019.Join us if delivering next generation infrastructure, using emerging technologies like AI and Blockchain sounds like a challenge you are up for. What you will be responsible for The role will involve understanding both financial and operational aspects of the business with the successful candidate being able to follow and update procedures. There will be opportunities to analyze and provide concise insights to both members of the team and business partners. As the Sr. Accountant you will Prepare monthly client billing ensuring proper, accurate and timely invoice preparation and the resolution of discrepancies for multiple entities in multi currencies Provide support and book necessary revenue entries for the monthly close Responsible for properly recording foreign currency transactions Prepare select balance sheet and revenue account analysis and reconciliations Prepare year end schedules and support for internal and external audits Review data ensuring accuracy and compliance with accounting policies and procedures Maintain accounting system data Utilize current documentation and tools/methodologies, recommend new solutions to improve/automate existing and processes and support new initiatives Build strong relationships and coordinate with peers, other business groups and leaders across the enterprise and develop a detailed understanding of their issues, challenges and opportunities Investigate and recommend revisions to accounting procedures and systems to satisfy process improvement initiatives Other duties as warranted. Requirements and Recommendations A BA/BS degree in Business Administration, Accounting or related field A minimum of 5+ years of progressively responsible experience in corporate accounting, billing and/or accounts receivable Experience in a software company is strongly preferred. Strong written and verbal communication skills, with the demonstrated ability to provide clear and professional communications with internal and external individuals including senior management Excellent interpersonal skills Strong desire to provide outstanding customer service. Ability to manage multiple, simultaneous priorities. Proven organizational skills with attention to detail. Ability to achieve results without close supervision. Self-motivated with the ability to operate independently and also has the strong desire to work as a member of a team. Demonstrated practical, hands-on, “can-do” approach, and the ability to work efficiently and creatively. Demonstrated analytical and problem-solving skills. Experience with ERP systems required. Great Plains, Oracle experience preferred or other software billing platforms. Proficiency in Microsoft Office including Word and Excel Understanding of AI tools and technologies to support ongoing transformation activities Travel not likely to be required. Flexibility with schedule and ability to work beyond regular business hours. About State Street What we do. 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. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective 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 the 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 program and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers Salary Range: $80,000 - $140,000 Annual 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. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit ***************************************** . 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. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement 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.