Business Professional Services Consultant – AVP

State Street

. Support client implementation and conversion projects to State Street software solutions .

Posted 10/8/2026full-timePrinceton • New Jersey • United StatesLead💰 $100,000 - $167,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment accounting and data conversion processes, with a strong focus on client engagement and project management. Proficient in utilizing accounting software and Microsoft Office applications to enhance operational efficiency and deliver client solutions.

Highest-signal resume keywords

Investment Accounting ExperienceData Conversion SupportAccounting Software ImplementationMicrosoft Office ProficiencyInsurance Accounting Principles

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data Conversion TemplatesAccounting Software ImplementationStatutory Reporting RequirementsRegulatory Reporting RequirementsOnboarding Reconciliation ProcessesProcess Improvement AnalysisIssue ResolutionClient EngagementProject ManagementDocumentation Management

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationExcellent Organizational SkillsAnalytical AbilitiesProblem-Solving Skills

Tools & Technologies

PAMMicrosoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft Copilot

Industry Keywords

Investment AccountingInsurance AccountingClient ImplementationProject DeliverablesInternal ProcessesClient Functionality Education

About the role

Key responsibilities & impact

Support client implementation and conversion projects to State Street software solutions
Work with clients to define, prepare, and validate data conversion templates aligned with software requirements
Identify, resolve, and escalate project issues while assessing associated risks and impacts
Collaborate with internal teams to execute project deliverables and requirements
Contribute to multiple project engagements simultaneously and complete assigned responsibilities on time
Follow and define enhancements to internal processes, procedures, and controls
Educate clients regarding State Street functionality and deliverables
Participate in remote and onsite client engagements as needed

Requirements

What you’ll need

Bachelor’s degree in accounting, Finance, or a related field, or an equivalent combination of education and relevant work experience
Five or more years of experience in investment accounting, including exposure to accounting software implementation projects
Working knowledge of insurance accounting principles and statutory and regulatory reporting requirements
Experience with PAM or similar insurance accounting platforms is preferred
Proficiency with Microsoft Office applications, including Excel, Word, PowerPoint, and Copilot
Strong written and verbal communication skills
Excellent organizational skills and ability to manage multiple priorities, maintain documentation, and meet project deadlines
Analytical and problem-solving abilities with experience supporting data conversions, onboarding reconciliation processes, and issue resolution
Analysis experience assessing requirements, supporting process improvements, and helping develop solutions
Ability to collaborate effectively across teams and interact professionally with clients and stakeholders

Benefits

Comp & perks

Retirement savings plan (401K) with company match
Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional additional coverages
Paid time off including vacation, sick leave, short-term disability, and family care responsibilities
Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards
Eligibility for certain tax-advantaged savings plans
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Employee networks