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About the Role

Act as a key contributor to the Canada and United States Asset Owner Client Service teams within Investor Services, focusing on supporting tactical and strategic governance and project management across various disciplines.

Responsibilities

• Oversee Client Service’s Billing Governance Program, managing millions in aged receivables and quarterly reserves in collaboration with Finance Controllers, Billing, Client Service, Relationship Management, and Canada and Asset Owner Portfolio Leads.
• Serve as an SME for the Billing Governance Program, producing regular reporting, following up with owners, and identifying/escalating issues.
• Lead key risk initiatives for the Canada and US Asset Owner teams through business as usual (BAU) risk/compliance maintenance and monitoring, and project managing issue-specific remediation projects.
• Act as the First Line of Defense (FLOD) representative for the team, maintaining regular governance processes for AML periodic reviews, and serving as the FTTOP Practitioner (SME).
• Participate in various working groups and governance forums related to risk and compliance.
• Oversee client service inputs to Canada Common Reporting Standard (CRS) & FATCA Tax reporting processes to ensure compliance with standards for Canadian Financial Institutions.
• Support projects in various capacities and disciplines, including operating model, people strategy, client-specific remediations, and process improvement.
• Perform business analysis, strategy planning, governance, and ad-hoc project activities as needed.
• Regularly interact with client service teams across the US and Canada, Delivery Partners, Relationship Managers, Business Risk & Compliance teams, Billing, Legal, Tax, and other divisions.

Requirements

• Proven track record of strong project management performance.
• Capable of thinking strategically and analytically with a demonstrated ability to drive execution.
• Acts with a high level of responsiveness.
• Ability to work collaboratively across multiple business groups and levels of the organization, and to act independently.
• Strong organizational skills, attention to detail, and ability to multi-task.
• Self-motivated with a strong work ethic.
• Agile and adaptable to change.
• Ability to quickly and effectively absorb new concepts and business knowledge.

Skills

• Project management
• Strategic thinking
• Analytical thinking
• Execution
• Responsiveness
• Collaboration
• Independent work
• PowerPoint
• Excel
• Written communication
• Organizational skills
• Attention to detail
• Multi-tasking
• Self-motivation
• Work ethic
• Adaptability
• Business knowledge absorption

Location

• US
• Canada

Work Type

• Full-time

Experience Level

• Minimum 5+ years’ experience preferred

Education Level

• Bachelor’s degree required

Salary/Compensations

• $91,000 - $140,500 Annual

Benefits

• Inclusive development opportunities
• Flexible work-life support
• Paid volunteer days
• Vibrant employee networks

About the Company

• 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.
• Discover more information on jobs at StateStreet.com/careers
• Read our CEO Statement

Equal Opportunity

• 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.