Transfer Agency, Assistant Vice President
$70k - $130kState Street Bank
What you will be responsible forValidate and review all daily activity while maintaining all required controls Research and resolve exceptions and issues.Receive and resolve inquiries in a timely and accurate manner and communicates effectively with client when necessary.Define and ensure successful completion of ad-hoc requests.Escalate unresolved issues to management as required.Reconcile and resolve discrepancies with other teams as needed.Ensure appropriate records of daily and monthly activities are kept.Perform daily or weekly reporting functions for the team’s activities.Ensure adherence to Standard Operating ProceduresKeep up to date on broader internal/external business issues; apply knowledge across team.Assist management in the implementation of new policies and procedures, participate in projects.Assist with workflow management and technology enhancements.Make suggestions to streamline operations.Maintain knowledge of current alternative procedures and processesSupport training of new hires as necessaryDuring the course of normal day to day operations, responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.Perform duties of Associates and provide back-up management support if required.Provide Compliance support to the Institutional TA and contribute to projects in a fast-paced environment.Perform tasks related to regulatory and tax requirements, including tax form and certificate production, AML investor authorization services, Rule 22c-2 services, legal review and coordination of internal and external audit request fulfillment.Perform other duties as assigned.What we valueThese skills will help you succeed in this roleDemonstrated skills in problem assessment and solutioning, as well as ability to work in a collaborative fashion to solve complex issues.Excellent communication skills, both written and verbal, necessary for interactions internally and with our clients.Exceptional interpersonal skills, with ability to build trust and forge good working relationships with senior leaders.Proven ability to achieve results, with persistence and influence, as necessary. Promoting teamwork within the department and across the organization.Ability to execute on multiple priorities simultaneously; driving execution and delivering results.Demonstrated ability to motivate employees, build teams/relationships, and manage/lead successfully in a global/matrix environment.Energetic approach with constant focus on how we can better service our clients every day.Education & Preferred QualificationsBS/BA required.Must have 5-7 years of financial services experience.3+ years of management experience.Operational background.About State StreetWhat 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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program 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 perspective 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 the 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 program 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/careersSalary Range: $70,000 - $130,000 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.For a full overview, visit .About State StreetAcross 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/careersRead our CEO StatementJob Application Disclosure:It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.SummaryLocation: Quincy, MassachusettsType: Full time
$110k - $181.25k
...regulatory compliance within North American Transfer Agency operations. This is an exciting... ...responsible forAs a Transfer Agency Compliance, Vice President you will:Develop and maintain a strong... ...; access to our Employee Assistance Program; incentive compensation including...SuggestedFull timeTemporary workFlexible hours$110k - $181.25k
...responsible for ensuring regulatory compliance within North American Transfer Agency operations. This is an exciting opportunity to join the... ..., and family care responsibilities access to our Employee Assistance Program incentive compensation including eligibility for...SuggestedTemporary workFlexible hours$250k - $290k
...typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.HarbourVest seeks a Senior Vice President, Transfer Agency Oversight to assist in building and leading a new standalone function that handles Transfer Agency activities throughout...SuggestedFull timeWork at officeLocal areaRemote work1 day per week- STATE STREET CORPORATION is seeking an experienced leader to oversee regulatory compliance within North American Transfer Agency operations. This role supports the Institutional Transfer Agency leadership team and drives strategic enhancements. You will ensure ongoing compliance...Suggested
$70k - $130k
...adherence to Standard Operating Procedures Keep up to date on broader internal/external business issues; apply knowledge across team. Assist management in the implementation of new policies and procedures, participate in projects. Assist with workflow management and...SuggestedTemporary workFlexible hours$168.61k - $281.09k
...support our retirement and recordkeeping business. The role, Vice President, Assistant General Counsel, will work with an experienced team of... ...rules;Supporting omnibus recordkeeping and sub-transfer agency relationships involving third party product sponsors and...Full timeWork from home- ...professional to validate daily activity, manage controls, and resolve inquiries and issues promptly. You will contribute to ad-hoc projects, assist with workflow enhancements, and support training for new hires in a fast-paced environment. The role requires 5-7 years in...
$80k - $140k
...services industry and exposure to secure lending, prime services or agency lending Client facing experience is preferred but not required... ..., and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual...Full timeContract workTemporary workWork at officeFlexible hours- ...is proud to be an Equal Opportunity Employer. JOB TITLE : Assistant Vice President of Lending REPORTS TO : Chief Lending Officer STATUS : Full... ...performance ratings, promotions, salary recommendations, transfers and terminations. Responsible for ensuring the department...Full timeFlexible hoursWeekend workAfternoon shift
- We are seeking a Vice President for a high-visibility Transfer Pricing consulting role, offering the opportunity to lead client engagements, influence strategic business and pricing decisions, and work directly with senior client stakeholders and firm leadership within...Temporary workWork at officeFlexible hours
$90k - $157.5k
...coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject...Full timeTemporary workFlexible hoursWeekend work$90k - $157.5k
...coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject...Temporary workFlexible hours$220k - $223.75k
Head of Electronic Trading, Agency Securities Lending, Vice President Who We Are Looking For: Agency Lending Electronic Trading is responsible for connecting... ...family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility...Full timeTemporary workFlexible hours$80k - $140k
Who are we looking for? State Street Global Delivery Data Operations team is seeking a versatile individual in an Assistant Vice President role with strong data and business analysis skills to lead the support of services and offerings across Global Delivery. This qualified...Full timeTemporary workFlexible hours- ...Vice President of Operations, Digital Agency About the Company Mission-driven web development agency specializing in user experience & digital strategy Industry Information Technology and Services Type Privately Held Founded 2000 Employees 1...
$90k - $157.5k
...coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject...Full timeTemporary workFlexible hours$90k - $157.5k
...Private Equity Fund Administration Services Business Unit of the State Street Alternative Investment Services Group. The Assistant Vice President - Private Equity Fund Accounting interacts with all levels of professionals both internally and externally. Therefore, exceptional...Full timeTemporary workFlexible hours$185k - $215k
...Accidental Death & Dismemberment Insurance (for you and your family)Flexible Spending AccountsHealth Reimbursement AccountEmployee Assistance ProgramRetirement Savings 401(k) Plan with Company MatchGenerous holiday and Paid Time OffTuition ReimbursementPaid Parental...Temporary workImmediate startFlexible hours$130k - $160.58k
Job Title:Assistant Vice President, Portfolio Management - Sponsor FinanceLocation:BostonWhat you'll do:As a Portfolio Manager II within Sponsor Finance, you will be responsible for analyzing, structuring, underwriting, and coordinating the closing of complex loan transactions...Full time$80k - $140k
...Risk Management, and business units to support the firm's strategic objectives and balance sheet management framework.The Assistant Vice President, Balance Sheet & NII Forecasting, will play a key role in shaping the firm's balance sheet and earnings outlook. This candidate...Full timeTemporary workFlexible hours- ...Vice President, Head of Agencies About the Company AI-powered data intelligence platform for targeted advertising & audience insights Industry Marketing and Advertising Type Privately Held, VC-backed Founded 2021 Employees 51-200 Funding...
$80k - $140k
...vendor governance processes when required.Track project financials and ensure alignment with approved budgets and business objectives.Assist with statement of work reviews, contract oversight, and vendor management activities.Continuous ImprovementIdentify opportunities...Full timeContract workTemporary workWork at officeFlexible hours$80k - $140k
...career in a dynamic and collaborative environment. The successful candidate will contribute to the first line of defense (FLOD) by assisting in the identification, assessment, and mitigation of operational risks and get involved in the execution of business risk programs...Full timeTemporary workWork at officeFlexible hours$80k - $140k
Who we are looking for.This role is a Vice President position reporting directly to the Change Management Managing Director. The VP is expected... ..., and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for...Full timeTemporary workWork at officeFlexible hours$135k
Who We Are Looking For:Agency Lending Electronic Trading connects one of the industry’s largest pools of institutional lending... ...in working groups and committees.We are seeking an Assistant Vice President to join the team. The role may be based at our corporate headquarters...Full timeTemporary workWork at officeImmediate startWorldwideFlexible hours- Catastrophe & Risk Solutions (CRS) is entering a defining chapter. The widespread market adoption of our Next Generation Financial Model and the upcoming launch of Verisk Synergy Studio, our next-generation modeling platform, are opening up new possibilities for how we ...
$80k - $140k
...coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject...Full timeTemporary workFlexible hours$70k - $130k
...coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject...Full timeContract workTemporary workWork at officeFlexible hours$160k - $180k
...Specialty Insurance (BHSI) has an exciting opportunity for an experienced program leader to join our Global Operations team as Assistant Vice President, End-to-End (E2E) Program Manager, based in Boston. This is a new position reporting to the Vice President, End-to-End...Temporary workFlexible hours$90k - $157.5k
...coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject...Full timeTemporary workWork at officeFlexible hours
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