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Technology & Operations, Discretionary SMA Services, VP

Develop systems and processes for launching discretionary SMA services alongside Charles River Development.
Boston
Expert
2 weeks ago
State Street

State Street

State Street provides investment servicing, investment management, investment research and trading services to institutional investors worldwide.

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✨ About The Role

- The VP will be responsible for developing systems and processes to support discretionary SMA services. - This role involves complex project planning and management across various teams and external parties. - The candidate will assess and recommend technologies for the service delivery ecosystem. - Responsibilities include operationalizing the service delivery model and transitioning from development to daily operations. - The role requires documentation and implementation of operational policies and procedures within corporate risk frameworks.

âš¡ Requirements

- The ideal candidate will have over 10 years of experience in wealth management and managed accounts. - A strong background in asset servicing, particularly within wealth management or managed accounts, is essential. - The candidate should possess a proven track record in defining business requirements related to system integration and workflow design. - Excellent interpersonal and communication skills are necessary to interact effectively at all organizational levels. - Experience with Charles River IMS, SQL, and MS SQL Server software is preferred.
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Technology & Operations, Discretionary SMA Services, VP
Boston
Operations
About State Street
State Street provides investment servicing, investment management, investment research and trading services to institutional investors worldwide.