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Client Implementation Portfolio Services Workstream Lead, Alpha, Vice President

State Street Corporation
London, United Kingdom
Closing date
May 27, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Why this role is important to us
The team you will be joining is a part of a global, cross-divisional group supporting State Street AlphaSM. State Street AlphaSM redefines the common definition of 'alpha' to mean powering better performance and outcomes at every point on the investment lifecycle and is the first open platform from a single provider that connects the front, middle and back office. It harmonizes data, technology and services across trusted providers to help our clients better manage their businesses. Join us if making your mark in an ever-changing, increasingly complex and competitive industry is a challenge you are up for. The goal is to ensure every programme will be delivered successfully and add the highest possible value to the organization.

Who we are looking for
Within Alpha Client Implementations we are looking for a Portfolio Services Workstream Lead to successfully document and prove out the Target Operating Model through to go live. The Workstream Lead is critical role between Alpha clients, our Alpha teams and end state operations teams.

What you will be responsible for
The Alpha Implementation Workstream Lead is responsible for governance of all change or deviations to our standard operating model throughout the implementation lifecycle. The remit includes Analysis and Assessment activities, Program Management, reporting and stakeholder management.
As a workstream lead you will
  • Lead the workstream through the four phases of a client on-boarding event (Service Definition, Detailed Analysis, Execution (Day in The Life), Go Live/Hypercare)
  • Document and maintain a detailed project plan (and other associated project artifacts, e.g, Future state operating Models, workflow diagrams, agendas, minutes, Management reporting etc.)
  • Raise Risks and issues effectively within the program, drive solutions and effectively communicate options
  • Represent the workstream priorities within the AlphaSM organisation and wider programme to drive cross functional initiatives
  • Facilitate, collaborate and work with internal stakeholders and our clients to understand and document requirements
  • Leverage influence across business areas and project team members to drive toward a common goal of onboarding the client
  • Remain cognizant of potential STT capability challenges (servicing, technology, general readiness) exposed by the new and different model. Ensure deviations to standard are challenged, documented and approved internally before adding to the Client Documents.
  • Provide insight for solutions, develop in-depth knowledge of portfolio services by researching facets of the operations that are unclear and developing a concise picture of the current / strategic state and defining a solution which is fit for purpose.
  • Ensure programme activities adhere to legal guidelines and internal policies. Apply change, risk and resource management principles when needed.
  • Manage the relationship with the client corresponding representative and supporting stakeholders.

What we value
  • Keen awareness and appreciation for teamwork and collaboration; this role will require leadership and ability to bring together teams across different levels and disciplines within the organization
  • Strong critical thinking, problem solving, decision making and relationship management skills
  • The Enterprise Culture traits and behaviours - Choose to own it, Break through Silos, Deliver results through integrity, Do Better Every Day, Care for colleagues, clients and community

Education & Preferred Qualifications
  • Strong understanding of financial markets and investment management processes, including middle or back office functions
  • Degree qualified with a financial or analytical discipline preferred, or relevant experience within the financial services industry
  • Proficient with Microsoft Office tools, familiarity with Jira and clarity is 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.
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