Client Implementation & Service – Team Lead

State Street

. Lead assigned onboarding projects from requirement gathering through solution design, configuration, testing, production deployment, stabilization, and operational handover .

Posted 9/15/2026full-timeHyderabad • IndiaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in leading onboarding projects, managing reconciliation processes, and ensuring operational readiness within investment operations. Proficient in stakeholder management, risk control, and implementing process improvements through automation and workflow enhancements.

Highest-signal resume keywords

Project ManagementMiddle Office ReconciliationTLM/TLP Reconciliation PlatformStakeholder ManagementAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Reconciliation ConfigurationData AnalysisCash ReconciliationTransaction ReconciliationMarket-Value ReconciliationETL Data MappingImplementation Risk ManagementTesting GovernanceOperational HandoverProcess Transformation

Soft Skills

People LeadershipCoachingNegotiationAttention to DetailAccountability

Tools & Technologies

Microsoft OfficeJIRASharePointPower BIPower QueryPower Automate

Industry Keywords

Investment OperationsClient OnboardingAudit-Ready EvidenceOperational RiskGlobal Operating Environment

Tech Stack

Tools & technologies

ETLSwift

About the role

Key responsibilities & impact

Lead assigned onboarding projects from requirement gathering through solution design, configuration, testing, production deployment, stabilization, and operational handover
Manage, coach, and develop onboarding specialists; allocate work, set priorities, monitor progress, and provide timely guidance
Establish project plans, roles, milestones, dependencies, controls, and success criteria for each implementation
Lead discussions with clients, custodians, fund administrators, operations, and technology teams to confirm reconciliation requirements, scope, assumptions, and delivery approach
Review and approve fund matrices, account structures, reconciliation types, data sources, frequencies, tolerances, matching criteria, workflows, and reporting requirements
Oversee analysis and validation of cash, position, transaction, and market-value data received through SWIFT messages, flat files, and custodian portals
Direct data analysis and mapping for non-SWIFT files and coordinate with ETL, technology, and deployment teams to establish scalable processing solutions
Oversee account, reconciliation shell, lead-account, match-rule, workflow, and static-data setup in BUAT and production environments
Plan and oversee functional testing, BUAT, DITL, conversion rehearsals, production parallel testing, and go-live readiness reviews
Act as the escalation point for complex reconciliation exceptions, configuration issues, delivery risks, client concerns, and cross-functional dependencies
Lead root-cause analysis and coordinate sustainable corrective and preventive actions
Maintain project plans, open-item logs, Jira tickets, risk and dependency trackers, status reports, decisions, and implementation documentation
Report to management and stakeholders on delivery status, milestones, risks, controls, capacity, and critical decisions
Ensure procedures, reconciliation playbooks, configuration records, control evidence, and handover documentation are complete, current, and audit-ready
Oversee post-production stabilization and track outstanding issues, risks, and actions through closure
Maintain operational-risk and control environments, including maker-checker controls, information-security standards, governance requirements, and escalation protocols
Monitor workload, quality, productivity, service levels, project capacity, and delivery performance; implement corrective action where required
Identify opportunities to standardize processes, strengthen controls, improve client experience, and reduce manual effort through automation and workflow improvements
Lead team training, cross-skilling, succession planning, knowledge management, and continuous capability development
Support system enhancements, strategic initiatives, operating-model improvements, audit activities, and management reporting

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Business, Technology, or a related discipline
Approximately 7 or more years of relevant experience in middle office, reconciliation, investment operations, client onboarding, system implementation, or a related function
Prior experience leading a team, workstream, or complex implementation within a high-volume, global operating environment
Practical expertise using TLM/TLP or another recognized reconciliation platform
Experience managing relationships with custodians, investment managers, fund administrators, technology teams, and global operations stakeholders
Experience managing implementation risks, testing governance, production readiness, stabilization, and operational handover
Strong understanding of middle office reconciliation, investment operations, and the investment-management lifecycle
Extensive hands-on experience with cash, position, transaction, and market-value reconciliation
Strong knowledge of TLM/TLP reconciliation platforms, including static setup, reconciliation configuration, matching rules, tolerances, exception workflows, and administrative functions
Experience in external custody data acquisition, SWIFT-message validation, file analysis, ETL data mapping, and production implementation
Demonstrated ability to lead end-to-end onboarding projects while managing multiple priorities, dependencies, and timelines
Proven people-leadership capability, including work allocation, coaching, performance support, knowledge development, and quality oversight
Strong analytical and problem-solving skills, with the ability to lead root-cause analysis and implement sustainable solutions
Effective stakeholder-management, influencing, negotiation, and escalation skills across global teams
Strong risk and control mindset, with experience maintaining audit-ready evidence and addressing operational or implementation risks
Excellent written, verbal, presentation, and executive-reporting skills
Ability to translate complex technical and operational matters into clear decisions, actions, and status updates
Strong attention to detail, sound judgment, accountability, and a consistent focus on delivery quality
Proficiency in Microsoft Office applications and working knowledge of project-tracking, workflow, data-visualization, and process-documentation tools
Experience with JIRA, SharePoint, Power BI, Power Query, Power Automate, or related workflow and reporting tools
Knowledge of Agile or Waterfall project methodologies
Demonstrated involvement in automation, system enhancements, process transformation, or operating-model improvement initiatives
Experience preparing management information, capacity views, performance metrics, and executive-level project updates

Benefits

Comp & perks

Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Vibrant employee networks
Equal opportunity employment