Global Head of Shareholder Services, MD

State Street

. Lead the global Shareholder Services organization and oversee BAU operations, incident escalation, investigation, remediation, and operational oversight .

Posted 10/21/2026full-timeBoston • Massachusetts • United StatesLead💰 $170,000 - $252,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading global Shareholder Services operations, with a strong focus on operational excellence, strategic transformation, and the integration of AI and automation into processes. Proven ability to build high-performing teams and effectively manage stakeholder relationships across various functions.

Highest-signal resume keywords

Operational LeadershipStrategic TransformationAI IntegrationStakeholder ManagementTeam Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Asset Management OperationsShareholder ServicesOperational Risk ManagementGlobal Operating ModelsBusiness Requirements DefinitionOperational TransformationIncident EscalationRemediation ProcessesClient ServicingAutomation Capabilities

Soft Skills

Executive CommunicationCollaborative LeadershipInfluencing SkillsOutcome-Oriented ApproachAccountability

Tools & Technologies

COMPASSAI TechnologiesAutomation Tools

Certifications & Qualifications

Undergraduate DegreeAdvanced Degree (MBA, MSc, or Equivalent)

Industry Keywords

Financial ServicesTransfer AgencyClient OperationsOperational ControlsBusiness Blueprints

About the role

Key responsibilities & impact

Lead the global Shareholder Services organization and oversee BAU operations, incident escalation, investigation, remediation, and operational oversight
Set the strategic direction and future-state vision for Shareholder Services within SSIM
Define and implement a global Shareholder Services operating model and transformation roadmap
Partner with CX Development leadership to define business requirements and priorities for COMPASS, the Shareholder Services technology platform
Drive continuous improvement and adoption of AI, automation, and technology-enabled processes
Build and lead a high-performing global team through talent development, strategic hiring, accountability, and performance expectations
Build relationships with senior stakeholders across CX, COO, CCG, and Investments
Partner with CX and COO leadership on strategic initiatives, business blueprints, and operating-model transformation

Requirements

What you’ll need

Strong understanding of asset management operations, shareholder services, client servicing, and operational risk and controls
Strong operational leadership, including oversight of complex BAU operations, incident escalation, investigation, and remediation
Transformative and strategic leadership, translating vision into detailed operating models and disciplined execution
Pro-AI mindset and ability to rethink traditional Shareholder Services processes and operating models
Ability to balance operational excellence with transformation while maintaining service quality and effective controls
Strong executive communication, stakeholder management, and influencing skills
Collaborative, outcome-oriented leadership style with a track record of building and developing high-performing global teams
15+ years of experience in financial services, with significant leadership experience in asset management, shareholder services, transfer agency, client operations, or related functions
10+ years in senior leadership roles with responsibility for complex operational organizations and/or global teams
Experience designing and implementing global operating models and leading large-scale operational transformation
Experience managing BAU operations, operational incidents, investigations, remediation, risk, and controls
Experience partnering with technology teams to define business requirements and deliver major operational or client-service platforms
Strong understanding of emerging AI and automation capabilities and their application to operational processes and client servicing
Ability to lead across functions and influence senior stakeholders across business, investments, technology, operations, and client-facing organizations
Experience building, developing, and leading high-performing global teams
Undergraduate degree required
Advanced degree (MBA, MSc, or equivalent) preferred

Benefits

Comp & perks

Retirement savings plan (401K) with company match
Basic life, medical, dental, vision, long-term disability, and other optional insurance coverage
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