Head of Transfer Agency Projects and Business Support, Assistant Vice President

Who we are looking for

• Lead in delivery of client onboarding, analysis expertise, testing, system implementation and production support services to the Transfer Agency business in Australia.
• Provide support to the Head of Business Support and Global Delivery teams on project implementations, client onboarding and change initiatives.
• Provide project management support for delivery of key strategic projects

What you will be responsible for

As AVP of Transfer Agency Projects and Business Support you will be responsible for the following:

Business Analysis

• Be a senior lead to deliver all Transfer Agency Projects for the Australian business. This includes documenting business requirements, presenting requirements to technology vendors or IT, working with IT on deployment, creation of test plans, testing, creating release summary documents and providing training to the business.
• Create and manage project plans for implementations and client delivery.
• Maintain a project tracker for active and pipeline projects to enable regional reporting by business heads
• Participate in monthly SLA and governance meetings with IT heads.
• Raise and actively participate in Major incidents relating to the Production environment.
• Manage and assist with the troubleshooting of any production issues raised by the business.
• Provide support for Vendor Management including Monthly/Quarterly meetings with technology providers.
• Lead and execute on the onboarding of new business which includes data migration and analysis.
• Manage and assist with client transition out.
• Ownership of the Information Security Risk Management Program (ISRMP) where requested.
• Ownership of issues arising from the Third Party Risk Management program (TPRM) where requested.
• Support BSI leads in the management of resource allocation to projects.
• Assist the business in any compliance related monthly or annual reporting.
• Assist the business with the submission of any business cases that require funding.
• Raise procurement requests for any new vendor engagements and assist with review of contracts.  

Knowing your clients (Internal / External)

• Establish and build relationships with internal teams and external vendors.
• High level of understanding of key clients: their organization, key controllers and systems used.
• Take personal responsibility for ensuring that client commitments are delivered on time and within budget.
• Work closely with the State Street IT teams.

Risk Management & Internal Controls

• Ensure continuous improvement of processes to mitigate risk.
• Identify, recommend & implement improvements in the Unit where procedures/processes/controls and client servicing arrangements may be improved.
• Support State Street’s Risk Management goals. Ensure compliance with bank policies, procedures, and audit processes at both global and local levels.
• Focus on best practice "Change Management" techniques

Key Organisational Relationships

• Transfer Agency – Global Head of Strategic Initiative
• Transfer Agency – Global Head
• Transfer Agency – APAC Reginal Leads
• IT - Application Development / Maintenance (ADM) and Solutions Design & Planning
• IT - Head of Australia
• Product Leads
• Client Service and APAC Change Management

Education & Preferred Qualifications

Knowledge

• A sound knowledge of managed funds products and concepts.
• A sound knowledge of all Transfer Agency operational flows.
• An excellent aptitude for Information Technology.
• Project management / business analysis skills.

Technical

• Previous finance experience is necessary; Transfer Agency background is desired.
• An excellent understanding of core Transfer Agency processes including transaction processing, Australian Tax, FATCA/CRS and local and global regulatory requirements.
• Working knowledge of  Transfer Agency systems such as HiTrust would be an advantage.
• High level knowledge of IT infrastructure beneficial.

Softskills

• Excellent communication skills, both written and verbal.
• Ability to present ideas effectively on an individual and larger audience level.
• Ordered, disciplined approach to projects with ability to work under pressure and meet deadlines.
• Good time management and organizational skills.
• Strong negotiation and people skills.
• Self-motivated and able to work both independently and in a team. Minimal supervision should be required.
• High attention to detail.
• Able to identify and resolve problems when they arise.
• Results orientated.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. 

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. 

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. 

State Street is an equal opportunity and affirmative action employer. 

Discover more at StateStreet.com/careers 

About State Street

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. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

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.

Discover more information on jobs at StateStreet.com/careers

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