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Senior Vice President, Middle Office Strategy and Implementation
State Street. Own the enterprise-wide Middle Office transformation and service strategy for major asset managers .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business transformation and operational strategy within financial services, focusing on Middle Office capabilities, client service, and investment operations. Proven ability to lead large-scale initiatives, ensuring measurable outcomes and effective change management.
Highest-signal resume keywords
Business TransformationMiddle Office CapabilitiesOperational ExcellenceChange ManagementInvestment Operations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business StrategyProcess DesignPerformance ManagementGovernanceData QualityAI SolutionsTransaction ProcessingReconciliationsClient ReportingOperational Oversight
Soft Skills
Executive CommunicationCommercial JudgmentCredibility with Senior LeadersDecision-MakingPrioritization
Certifications & Qualifications
Agile CredentialsLean Credentials
Industry Keywords
Financial ServicesInvestment OperationsAsset ServicingRegulated EnvironmentService Quality
About the role
Key responsibilities & impact- Own the enterprise-wide Middle Office transformation and service strategy for major asset managers
- Define the business transformation agenda across transaction processing, positions, cash, reconciliations, exception management, client reporting, controls and operational oversight
- Create current-state process, capability and dependency views and define transition plans
- Partner with Operations, Product, Client Management, Risk and Finance on service standards, decision rights, accountability, performance measures and implementation priorities
- Chair business design and transformation reviews
- Design interim and target operating models covering organizational responsibilities, service delivery, process ownership, governance, controls, escalation paths and performance management
- Establish and prioritize business capabilities focused on service quality, efficiency, exception reduction, control effectiveness, scalability and client transparency
- Define use-case and initiative qualification standards and stop or redirect concepts below agreed thresholds
- Move successful pilots into sustainable operations through acceptance criteria, ownership, training, change adoption and performance measures
- Translate business and operating-model gaps into sequenced investment portfolios with outcomes, dependencies, costs, risks and benefits
- Challenge investment proposals and identify opportunities to reuse, extend, consolidate or retire enterprise capabilities
- Define transformation scorecards and report progress
- Guide annual and multi-year planning
- Advise senior client and State Street stakeholders on strategy, service opportunities, operating-model choices, constraints and investment trade-offs
- Prepare decision papers, options and recommendations for executive, client, risk and investment forums
- Represent Middle Office requirements in enterprise governance and build alignment across Operations, Product, Client Management, Risk, Compliance, Legal, Finance, Procurement and Human Resources
- Build a prioritized portfolio of AI-enabled Middle Office capabilities
- Define the reference architecture and controls for AI solutions
- Partner with Data leaders on data products, lineage, quality rules, metadata and entitlements
- Move AI proofs of concept into production through reusable patterns, acceptance criteria, operational ownership and post-deployment measures
Requirements
What you’ll need- Bachelor's degree or equivalent experience required
- 15+ years of progressively responsible experience across financial services, investment operations, business transformation, client service or business strategy
- Proven ownership of large-scale business transformation or target operating model change in a regulated environment
- Practical experience moving strategic initiatives from concept through implementation, adoption and benefits realization
- Strong knowledge of asset servicing and Middle Office capabilities
- Strong business judgment and practical knowledge of investment operations and complex service environments
- Credibility with senior operations leaders, business executives and clients
- Ability to translate strategy into sustainable operating capabilities, measurable outcomes and disciplined execution
- Strong commercial, risk and control judgment
- Concise executive communication and disciplined ownership of priorities, decisions and measurable outcomes
- Business transformation, change management, operational excellence, Agile or Lean credentials are advantageous
- Advanced degree in business, finance, operations or a related discipline preferred
Benefits
Comp & perks- Retirement savings plan (401K) with company match
- Basic life insurance
- Medical insurance
- Dental insurance
- Vision insurance
- Long-term disability insurance
- Optional additional insurance coverages
- Paid vacation
- Paid sick leave
- Short-term disability
- Family care leave/responsibilities support
- 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