Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Middle Office Client Solutions Lead, Managing Director

$170k - $252.5k

State Street Bank

Who We Are Looking ForWe are seeking an experienced Client Solution Lead to drive a strategic, product- and commercial-led engagement with a large, complex, Global Asset Manager. This individual will serve as a senior solution and client partner for one of STT’s largest and most important client relationships, with responsibility for driving structured engagement, shaping negotiations, and defining an overall, end-to-end target operating model by the end of 2026.The ideal candidate will bring a strong understanding of State Street’s operations, technology, roadmap, and organizational structure, and will be able to translate those capabilities into a clear, compelling, and credible client narrative. This person must be able to articulate STT’s current-state offering, as well as its committed and aspirational roadmap, in a way that supports client objectives while advancing broader commercial goals.The successful candidate will be comfortable operating in a complex, matrixed environment and engaging credibly with senior client executives, internal product leaders, operations teams, technology stakeholders, and commercial partners. You will be expected to influence without direct authority, navigate ambiguity, manage organizational complexity, and drive progress through disciplined leadership, sound judgment, and strong executive communication.Why This Role Is Important to UsThis role is critical to State Street as we deepen engagement with a large, strategic client and define a scalable, differentiated model for long-term partnership. The Client Lead will play a central role in aligning client priorities with STT’s product and commercial strategy, while ensuring that the resulting target operating model is practical, executable, and aligned to the firm’s broader business and technology direction.Success in this role will require balancing current-state capabilities, near-term commitments, and future-state aspirations to create a credible path forward for the client. The CSM will help shape a multi-year journey that strengthens the client relationship, protects commercial value, and positions STT to deliver a more integrated, end-to-end operating model over time.This is a high-visibility role with significant impact across client strategy, solution development, commercial engagement, and enterprise alignment.What You Will Be Responsible ForAs a Client Solution Lead, you will lead the end-to-end engagement required to define and socialize a target operating model for a major strategic client, while ensuring alignment across product, commercial, operations, and technology stakeholders.Key responsibilities include:Lead client-facing solution discussions and negotiations focused on defining an overall, end-to-end target operating model by the end of 2026; Including but not limited to Middle Office functions such as Collateral Management, Reconciliations, Cash Services and Corporate ActionsServe as a senior strategic partner to the client, building credibility and trust through thoughtful engagement, clear communication, and strong command of STT’s capabilities and strategic directionArticulate STT’s current-state offering, committed roadmap priorities, and aspirational future-state capabilities in a manner that is both commercially compelling and operationally credibleTranslate client objectives, pain points, and requirements into a clear operating model vision and a pragmatic, phased solution strategyPartner closely with product, commercial, operations, and technology teams to align STT’s internal perspective and deliver a coordinated approach to the client engagementDrive structured problem-solving across front-, middle-, and back-office considerations, including workflow design, service model definition, operational dependencies, and technology enablementLead the development of interim, transitional, and target-state solution concepts that support client objectives while minimizing complexity, duplication, and unnecessary reworkNavigate the STT organization effectively to identify decision-makers, remove obstacles, resolve competing priorities, and sustain forward momentumFacilitate senior-level discussions across business, product, and functional teams to drive alignment on key solution, commercial, and execution decisionsDevelop clear, concise materials that support executive decision-making, client negotiations, and internal governance processesProvide transparent updates on progress, risks, dependencies, issues, and decision points to senior leadershipEnsure all solutioning and engagement activities comply with legal, regulatory, risk, and internal policy requirementsIdentify opportunities to improve consistency, repeatability, and effectiveness in how STT engages strategic clients on complex operating model transformation effortsWhat We ValueDeep knowledge of State Street’s operations, technology capabilities, product direction, roadmap, and organizational structureStrong understanding of front-to-back operating models and the practical requirements associated with delivering large-scale client solutionsStrong commercial acumen, including the ability to support strategic negotiations and align solution positioning to broader client and firm objectivesStrong judgment, ownership, and accountability, with a clear bias toward action and outcomesCredibility in both internal and external forums, including the ability to challenge constructively and influence at senior levelsHigh emotional intelligence, resilience, and the ability to sustain momentum in demanding, high-visibility situationsA collaborative mindset and the ability to work effectively across product, commercial, technology, and operational teamsDemonstrated alignment with State Street’s Enterprise Culture traits:Choose to Own ItBreak Through SilosDeliver Results Through IntegrityDo Better Every DayCare for Colleagues, Clients, and CommunityEducation & Preferred QualificationsStrong understanding of financial markets, asset servicing, investment operations, and technology-enabled operating models across front-, middle-, and back-office functions15 years + experience in financial services presently in a leadership role, having managed large scale transformation roles.Bachelor’s degree in business, finance, technology, or a related field requiredExtensive experience in client solutioning, operating model design, strategic program leadership, product management, consulting, or a related leadership role within financial servicesDemonstrated experience leading complex, multi-stakeholder engagements involving strategic clients, commercial objectives, and enterprise-wide coordinationProven ability to lead negotiations and solution discussions with senior client stakeholders and internal executivesExperience translating business strategy and client requirements into practical target-state designs and phased implementation approachesWillingness and ability to travel as requiredAbout 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 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/careersSalary Range: $170,000 - $252,500 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: Irvine, California; Quincy, MassachusettsType: Full time

Vacancy posted 3 hours ago
Similar jobs that could be interesting for youBased on the Middle Office Client Solutions Lead, Managing Director in Irvine, CA vacancy
  • $170k - $252.5k

     ...Looking ForWe are seeking an experienced Client Solution Lead to drive a strategic, product- and...  ...with a large, complex, Global Asset Manager. This individual will serve as a senior...  ...2026; Including but not limited to Middle Office functions such as Collateral Management... 
    Work at office
    Full time
    Temporary work
    Interim role
    Flexible hours

    State Street Bank

    Irvine, CA
    5 days ago
  • $170k - $252.5k

     ...experienced Data Integration Lead to lead an engagement, and corresponding...  ...of State Street’s largest clients. This individual will serve...  ...to ensure proposed solutions are practical, scalable, and...  ...communication and stakeholder management skills, with the ability to lead... 
    Work at office
    Full time
    Temporary work
    Interim role
    Flexible hours

    State Street Bank

    Irvine, CA
    5 days ago
  • Solution Engineer LeadWho We AreSEW is the # 1 Energy and...  ...is responsible for managing the SEW product implementation...  ...and integration with client systems in a simple to...  ...knowledge of Microsoft Office, Visio, and Microsoft...  ...environment.Ability to lead and motivate project team... 
    Work at office

    Smart Energy Water

    Irvine, CA
    2 days ago
  • $115k - $197.5k

     ...forAs a Business Analyst / Project Manager (Assistant Vice President) within Middle Office Operations, you will be...  ...operational needs into implementable solutions and ensure changes are delivered...  ...supporting scale, efficiency, and client outcomes. This position supports... 
    Work at office
    Full time
    Temporary work
    Flexible hours

    State Street Bank

    Irvine, CA
    3 hours ago
  • $118k - $159k

    IS Lead - Digital Solutions & Artificial IntelligenceTrelleborg leverages in-depth materials and applications...  ..., ownership, support, and lifecycle management.· Ensure digital solutions are...  ...to a hybrid schedule with three in‑office days per week.Apply here! Jobbar du... 
    Work at office
    Monday to Friday
    3 days per week

    Trelleborg

    Tustin, CA
    2 days ago
  • $87.2k - $188.7k

     ...America has built a world-class Middle Market operation that serves...  ...offering the best end-to-end solution for their Property & Casualty...  ...level. The hiring manager will determine the appropriate...  ...business. Experience with Microsoft Office. Executive Underwriter Required... 
    Work at office
    Full time
    Temporary work
    Apprenticeship
    Local area
    Remote work
    Visa sponsorship

    Zurich 56 Company Ltd

    Irvine, CA
    4 days ago
  • $87.2k - $188.7k

     ...Specialist OR Executive Underwriter – Middle Market 134614 Over the past...  ...offering the best end‑to‑end solution for their Property & Casualty...  ...level. The hiring manager will determine the appropriate...  ...business. Experience with Microsoft Office. Executive Underwriter... 
    Work at office
    Full time
    Temporary work
    Apprenticeship
    Local area
    Remote work
    Visa sponsorship

    Zurich NA

    Irvine, CA
    5 days ago
  • $80k - $140k

     ...President, you will monitor assigned client accounts for issues related...  ...and the ability to build and manage strong relationships across...  ...a global, cross divisional Middle Office organization responsible for...  ...client‑specific operational solutions for a large, complex client relationship... 
    Work at office
    Full time
    Temporary work
    Flexible hours
    Shift work

    State Street Bank

    Irvine, CA
    5 days ago
  • $170k - $282.5k

     ...seasoned technology executive to lead engineering and delivery for the IMS West Middle Office platform supporting one of the...  ...strategic and demanding asset management clients. This role carries...  ...platforms and emerging cloud-native solutions. The environment includes large... 
    Work at office
    Full time
    Temporary work
    Flexible hours

    State Street Bank

    Irvine, CA
    1 day ago
  • $80k - $140k

     ...directly to the Change Management Managing Director. The VP is expected...  ...for a strategic client engagement with full...  ...proprietary tools and solutions are delivered with precision...  ...with the ability to lead programs that...  ....What we value The Middle Office plays a critical role... 
    Work at office
    Full time
    Temporary work
    Flexible hours

    State Street Bank

    Irvine, CA
    3 hours ago
  • $160k - $225k

     ...Transmission Siting & Permitting Lead to provide strategic...  ...direction, expanding client relationships, growing...  ...with our Irvine, CA office but may be remote...  ...offering cutting-edge solutions in water, environment,...  ...develop, and retain project managers and specialist staffBuild... 
    Work at office
    Contract work
    For contractors
    Work experience placement
    Local area
    Remote work
    Worldwide

    Tetra Tech

    Irvine, CA
    4 days ago
  •  ...Excel, and Outlook (Microsoft Office Suite).Ability to multi-task...  ...manner.Must be self-motivated and manage time efficiently to meet...  ...offers innovative financial solutions to millions of consumers, small...  ...institutional and government clients under the J.P. Morgan and... 
    Work at office
    Local area

    JP Morgan Chase

    Irvine, CA
    2 days ago
  • The Managing Director is a front-line sales leader responsible...  ...and maintain existing client base. This person is responsible...  ...area to identify leads for expanding business...  ...Needs & Develop Solutions to Win Business Reviews...  ...in the contract office furniture or Architectural... 
    Work at office
    Contract work

    PeopleSpace - A Best In Class Haworth Partner

    Irvine, CA
    4 days ago
  • $125k - $295k

     ...AreVML, part of WPP, is a leading creative company that...  ...work for blue chip client partners including AstraZeneca...  ..., with principal offices in Kansas City, New York...  ...intelligence and data solutions, world-class creativity...  ...journeys, to strategically manage, analyze and optimize... 
    Work at office

    VML

    Costa Mesa, CA
    3 days ago
  • $164.6k - $231.8k

     ...team from their assigned office location, if available.Join...  ...customers with innovative solutions in cybersecurity, fiber, wireless...  ...and support our vision to lead the industry in...  ...knowledge to deliver strategic, client-centered solutions and manage complex projects, from... 
    Work at office
    Temporary work
    Local area

    AT&T

    Tustin, CA
    2 days ago
  • $133.2k - $235k

     ...delivering for our clients, teammates,...  ...committed to an in-office culture with specific...  ...advances into treasury solutions for our clients...  ...providing liquidity management, payments and...  ...is responsible for leading product experts supporting...  ...globally oriented Middle Market Technology... 
    Work at office
    Full time
    Work experience placement
    Work from home
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Newport Beach, CA
    3 hours ago
  • $150k - $160k

     ...Commercial Insurance and Risk Management, Private Insurance and...  ...strategies to clients wherever their passions...  ...with Advisors, Directors and others in the firm...  ...client needs, designing solutions and negotiating with insurance...  ...user of Microsoft Office - Word, Excel, PowerPoint... 
    Work at office
    Full time
    Contract work

    The Baldwin Group

    Tustin, CA
    2 days ago
  • $99k - $232k

     ...including business intelligence, data management, and data assurance that help our clients drive innovation, growth, and...  ...stakeholder views to develop solutions and recommendations.Address sub-standard...  ...Analytics team you support and lead pursuit teams in reviewing RFP... 
    Full time
    Contract work
    Work experience placement
    H1b

    PwC

    Irvine, CA
    4 days ago
  • $191.2k - $286.8k

     ...business development, clinical, office of medical affairs, finance,...  ...Proven ability to effectively manage multiple priorities with a sense...  ...consistent, practical privacy solutions for the business.Ensure...  ...consistency in approach as appropriate.Lead stakeholders in the... 
    Work at office
    Full time
    H1b
    Local area
    Immediate start
    Worldwide
    Flexible hours

    Medtronic

    Irvine, CA
    2 days ago
  •  ...people decisions. We help clients build better workplaces...  ...regional and national management team, the Executive...  ...profitability ratios. Leads, personally participates...  ...inside and outside the office) in communicating the Small Business Solutions value proposition of Gallagher... 
    Work at office
    Full time
    Live out
    Live in
    Local area
    Flexible hours

    Arthur J. Gallagher & Co.

    Irvine, CA
    1 day ago
  • $178.4k - $276.6k

     ...doers, we are expected to be able to lead and build a team, develop clients, manage large projects and contribute...  ...discussions into opportunities to deliver solutions.Prepare and maintain successful...  .... Actively participate by seeking officer roles within professional... 
    Work at office
    Full time
    Temporary work
    Part time
    Casual work
    Local area
    Flexible hours

    Stantec

    Irvine, CA
    4 days ago
  •  ...join our industry leading 100% employee-owned...  ...supply, asset management, operations assistance...  ...more — helping clients meet water quality...  ...partner with technical directors on QA/QC and...  ...implementable One Water solutions through holistic...  ...California office unless at a client... 
    Work at office
    Local area
    Relocation
    3 days per week

    HDR

    Irvine, CA
    5 days ago
  • $97k - $189k

     ...to their fullest potential. The Managing Director Strategic Claim Oversight leads the Severity & Excess Accounts team...  ....     Knowledge of Microsoft Office Suite and other business-related...  ...Value driven to provide superior solutions to internal and/or external customers... 
    Work at office
    Full time
    Work experience placement

    CNA Financial

    Irvine, CA
    6 days ago
  • $105k - $115k

     ...and technology for our clients. We are committed to hiring...  ...Experience Team Manager & Orange County Hub Site...  ...team performance.As the lead onsite representative,...  ...workplace needs and implement solutions that enhance employee...  ...with Microsoft Office Suite (Word, Excel, PowerPoint... 
    Work at office
    Full time
    Local area

    Jones Lang LaSalle

    Irvine, CA
    5 days ago
  • $129k - $171k

     ...a suite of digital software solutions aimed at solving the problems...  ...Projects to Close (PTC) Product Manager deep Oracle supply chain...  ...ERP, with hands on experience leading development of capabilities in...  ...controlled data.Ability to be in-office full time and willingness to... 
    Work at office
    Full time
    Work experience placement
    Immediate start

    Anduril Industries

    Costa Mesa, CA
    5 days ago
  • $150k - $247k

     ...seeking a Portfolio Relationship Manager who can elevate strategic...  ...portfolio of priority clients. This role leads the charge in building trusted...  ...can be based in most GHD office locations in the Western part...  ...product-and-services solution and associated contractual... 
    Work at office
    Live in
    Local area
    3 days per week

    GHD

    Irvine, CA
    3 days ago
  •  ...providing banking and treasury management services to small, middle market, and venture...  ...branches and regional offices, as well as through digital...  ...payment processing solutions to its clients and serves the Community...  ...reporting requirements. Lead Blackline platform lifecycle... 
    Full time
    Local area
    Immediate start
    Flexible hours

    Banc of California

    Santa Ana, CA
    2 days ago
  • $191k - $253k

     ...CorpOS lies a suite of digital software solutions aimed at solving the problems for our growth...  ...a public company. As Finance Solutions Manager, you'll sit at the intersection of...  ...mechanics of a monthly closeProven track record leading cross-functional projects across Finance... 
    Full time
    Work experience placement
    Immediate start

    Anduril Industries

    Costa Mesa, CA
    3 days ago
  •  ...push boundaries to design innovative solutions for our clients. With access to top-rated carriers and...  ...driving business growth by developing and managing a portfolio of clients. You will be...  ...environment. Proficiency in Microsoft Office Suite and CRM software. Relevant insurance... 
    Work at office
    Full time
    Live out
    Local area
    Flexible hours

    Arthur J. Gallagher & Co.

    Newport Beach, CA
    4 days ago
  •  ...Water Business Group Director, you will help...  ...teams, and champion solutions that transform...  ...together industry-leading technical expertise...  ...industry trends, and client needs to expand...  ...Operations Directors, Area Managers, Market Sector...  ...and local office managers, technical... 
    Work at office
    Local area

    HDR

    Irvine, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Middle Office Client Solutions Lead, Managing Director. Be the first to apply!