Global Head of Client Solutions, Client Reporting Services, VP II - State Street Investment Management
State Street · Boston, MA, US
18 days agoImpress employers and recruiters.
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About the Role
This role will lead the Client Solutions team across North America and EMEA, ensuring effective resolution of client reporting inquiries and strong coordination between client-facing and reporting production teams.
Responsibilities
- Lead the day-to-day operations of the Client Solutions team across North America and EMEA, managing a team of 10+ professionals.
- Oversee client reporting inquiries by understanding client requirements, resolving questions related to reporting templates and content, and translating client needs into clear requirements for reporting production teams.
- Ensure strong service quality, responsiveness, risk management, and operational controls across the Client Solutions function.
- Participate in the design and execution of the global Client Reporting operating model, driving consistency, scalability, efficiency, and continuous improvement.
- Proactively identify opportunities to improve efficiency and service quality through automation, AI, and workflow optimization.
- Partner closely with CCG (Client Coverage Group), reporting production, technology, and other CX teams to improve the end-to-end client reporting experience.
- Build and develop a high-performing, client-centric team with clear accountability and a strong culture of continuous improvement.
Requirements
- Significant experience in asset management, client reporting, client servicing, or related financial services operations.
- Experience leading teams and managing complex day-to-day operations.
- Experience managing client reporting requirements and coordinating across client-facing and production teams.
- Demonstrated experience improving operational processes, controls, and service delivery.
- Experience supporting operating-model transformation, automation, or technology-enabled process improvement.
Skills
- Strong operational management skills
- Strong client-centric mindset
- Strong understanding of risk, controls, and operational discipline
- Transformative mindset
- Proactive approach to driving efficiency through automation and AI
- Strong communication and stakeholder management skills
- Demonstrated ability to build, develop, and lead high-performing teams
Location
- North America
- EMEA
Work Type
- Full-time
Experience Level
- Vice President
- Managing Director
Education Level
- Undergraduate degree required
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.
- Join us in shaping the future.
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.