Onboarding & Client Implementation Lead, Vice President - Wealth Custody & Clearing

Responsibilities Own the end‑to‑end onboarding and implementation experience for Registered Investment Advisor (RIA) firms, their advisors, investment consultants, and operational teams from kickoff through full activation and transition into steady‑state service. Design and own a structured client acclimation and adoption program that extends beyond onboarding and asset transfer, focused on early‑life operational readiness, confidence building, and long‑term success on the State Street platform. Develop and deliver prescriptive onboarding and acclimation engagements, including role‑based training modules and guided workflows around critical operational processes and platform capabilities. Partner with Service, Operations, and Relationship teams to ensure acclimation efforts reduce early‑life service friction, shorten time‑to‑value, and enable clients to return to growth as quickly as possible following transition. Lead a deep understanding of each client firm’s product offerings, operating model, and servicing requirements; conduct product parity and gap analysis to ensure day‑one workflows, support coverage, and escalation paths meet defined service and operational standards. Guide clients through onboarding requirements—including account setup, documentation, KYC/AML and CIP, tax reporting, system access, platform configuration, and asset transfers—translating complex operational, regulatory, and platform requirements into clear, practical guidance. Adapt onboarding and acclimation approaches to support enterprise and centralized RIA operating models, including firms with shared servicing or investment consultant teams. Partner closely with internal teams across Operations, Advisor Services, Trading, Cashiering, Asset Servicing, Compliance, Risk, Technology, and Product to coordinate onboarding activities, resolve issues, and drive timely activation. Proactively identify risks, gaps, and potential delays, taking ownership of resolution and maintaining clear, consistent communication with clients and internal partners. Capture onboarding and acclimation learnings, pain points, and recurring gaps to improve documentation, playbooks, implementation standards, and scalable operating models. Contribute to digitization, automation, and AI‑enabled onboarding workflows to improve scalability and reduce client effort. Participate in cross‑training and knowledge sharing across onboarding, service, and operations teams, and manage ad‑hoc onboarding initiatives and complex client scenarios as required. Qualifications Proven experience in client onboarding, implementation, or service delivery within wealth management, custody, or broker‑dealer environments, with end‑to‑end ownership. Demonstrated ability to manage complex, multi‑stakeholder engagements, including enterprise RIA operating models with centralized investment or shared servicing teams. Experience designing structured onboarding, implementation, or acclimation programs that drive early adoption, operational confidence, and long‑term client success beyond initial implementation. Client‑ and firm‑centric mindset with a strong appreciation for both the operational and emotional complexity inherent in onboarding and transition periods. Strong communication skills with the ability to engage confidently with firm leadership, investment consultants, advisors, and internal partners. Sound judgment and comfort operating within regulated environments, balancing client needs with risk and control considerations. Demonstrated ability to identify process gaps, drive continuous improvement, and scale best practices. Comfort working across technology platforms and operational systems, with an interest in leveraging automation, data, and AI to improve onboarding and adoption outcomes. Highly organized, proactive, and resilient under pressure. Preferred Qualifications Undergraduate degree required. 3–5 years of relevant onboarding, implementation, or financial services operations experience. Experience supporting RIAs, enterprise advisory firms, high‑net‑worth clients, or custody platforms preferred. FINRA licenses (e.g., Series 7, Series 63/66) or ability to obtain within the required timeframe. Experience coordinating asset transfers, account setup, and platform integrations preferred. Salary Range & Benefits Salary range varies by location. Employees are eligible to participate in State Street’s comprehensive benefits program, which includes a 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 the Employee Assistance Program. Incentive compensation including eligibility for annual performance‑based awards (excluding certain sales roles subject to sales incentive plans). Eligibility for certain tax‑advantaged savings plans. EEO Statement We are an Equal Opportunity Employer. We consider all qualified applicants for all positions without regard to race, 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. Job 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. #J-18808-Ljbffr STATE STREET CORPORATION