Client Implementation Associate, Officer - State Street Investment Management
$60k - $101.25kState Street Corporation
As the Client Implementation Associate, you will: Lead the planning, coordination and execution of client and product events at State Street Investment Management (SSIM) across multiple global regions including: Client fundings for separate accounts and commingled funds Client mandate changes Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products Client and Fund liquidations and terminations In-kind contributions and withdrawals Custodian and Recordkeeper changes Contractual review including comments and approvals Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirement and solicit input as needed Make adjustments to plan and execution, depending on external needs and internal business policies and standards Participate in or lead projects aimed at continually improving the firm’s overall business processes Own, along with the Investment team, the process of implementing a client event from an investment perspective These skills will help you succeed in this role: Minimum 6 years’ experience in the investment management field with specific focus on investment operations and investment experience Deep understanding of complex investment issues, processes and vehicles and how these relate to client events Strong desire to continuously improve industry and investment knowledge Strong project management skills Excellent interpersonal, time management and execution skills such as prioritization and multi-tasking under time constraints Ability to build and maintain professional relationships with clients, internal teams, consultants custodians and transition managers, and optimally interact with all levels of an organization Ability to take a leadership role in the decision-making process and bringing parties to a consensus Strong business discernment, including the ability to synthesize complex issues and optimally balance substantial objectives Strong analytical skills and the ability of understanding client objectives and developing effective and appropriate solutions to meet those objectives Consistent track record of successfully leading client events Excellent written & verbal communications and presentation skills Great teammate with a positive attitude Bachelor’s Degree required, with a CFA/MBA or equivalent experience preferred Salary Range: $60,000 – $101,250 Annual The 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 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 Read our CEO Statement 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
$70k - $118.75k
About The Role State Street Investment Management’s Data, Analytics and AI Services team is seeking... ...an Agentic AI Builder, Officer, to help design, prototype, and implement AI-enabled business workflows... ...across investment, product, client, finance, and operations functions...SuggestedTemporary workFlexible hours$65k - $113.75k
...role described as AML Analyst (Officer level) within SSIM’s Anti-... ...Business & KYC Lifecycle Management Perform AML/KYC risk assessments... .... Identify high-risk clients and escape appropriately. AML... ...criminal penalties and civil liability. #J-18808-Ljbffr State StreetSuggestedTemporary work$70k - $118.75k
Who We Are Looking For State Street Investment Management’s Data, Analytics & AI Services... ...for a Data Engineer - Officer to be part of the architecture... ...data management tools and associated patterns Familiarity with... .... We keep our clients at the heart of everything...SuggestedTemporary workFlexible hours$120k - $202.5k
State Street Investment Management (State Street IM) is seeking an experienced and hands-on technology leader... ...technology initiatives across the Client Experience organization, including cloud... ...development teams to evaluate and implement technology solutions.Support...SuggestedFull timeContract workTemporary workFlexible hours$70k - $118.75k
...works closely with Investment Solutions Group (... ...solutions for clients globally. We are... ...highly motivated Officer to join our growing... ...Models & Client Implementation (Approximately 50... ...analyses. Help develop management presentations,... ...participate in State Street’s comprehensive...SuggestedTemporary workFlexible hours$90k - $157.5k
...looking forAs a Front-Office Developer will be an... ...of the Charles River implementation team. Senior Consultants... ...’s IMS suite at our clients.] Technical... ...that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for...Full timeTemporary workRemote workFlexible hours$49.5k - $77k
...opportunity? Embrace RBC Wealth Management's core values and... ...advisors and our clients. As a Registered Client Associate, become a trusted resource... ...maintain account records, implement technology changes and prepare... ...Job Details Address: 53 STATE STREET:BOSTON City: Boston...Full timeFlexible hours$49.5k - $77k
...Embrace RBC Wealth Management’s core values and inclusive... ...financial advisors and our clients. As a Registered Client Associate, become a trusted... ...maintain account records, implement technology changes and prepare... ...Address: 53 STATE STREET:BOSTON City: Boston...Full timeFlexible hours$119k - $218.3k
...passion for helping clients navigate... ...combines risk management, advanced regulatory... ...federal and state-level... ...improvements, and implement risk mitigation... ...lifecycle events, and associated process flows.... ...Microsoft Office products,... ...through our own investments, commitments,...Work at office$49.5k - $77k
...opportunity? Embrace RBC Wealth Management’s core values and... ...advisors and our clients. As a Registered Client Associate, become a trusted resource... ...maintain account records, implement technology changes and prepare... ...Job Details Address 53 STATE STREET:BOSTON City Boston...Full timeFlexible hours- ...and Analytics group at State Street. The position... ...transactions, have a strong client focus, be able to perform... ...and successfully manage multiple assignments at... ...to deliver effective investment solutions. From core custody... ...: Wall Street Office, MS Excel, MS Outlook,...Full timeTemporary workWork at officeFlexible hours
$163k - $204k
Position Summary: AIG’s Investments group is responsible for managing the investment... ...the Chief Compliance Officer in the day-to-day... ...investment guidelines, state insurance... ...agreements. Code, test and implement investment... ...environment for our team and clients alike.Enjoy...Full timeWork at office$120k - $202.5k
...written deliverables suitable for senior management, audit, and regulatory audiences.At the... ...are eligible to participate in State Street’s comprehensive benefits program, which... ...performance and profitability. We keep our clients at the heart of everything we do, and smart...Full timeTemporary workFlexible hoursShift work$25 - $45 per hour
...Merrill Wealth Management Job OpportunityMerrill Wealth... ...management and investment products and services... ...and Wealth Management Client Associates help clients pursue the... ...is committed to an in-office culture that supports... ...Shift: 1st shift (United States of America)Hours Per...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$97.75k - $115k
...diversified global asset management firm. We serve... ..., and individual clients through our Investment Franchises and Solutions... ...monitoring, rule implementation support, client... ...hairstyle historically associated with race to... ...applicable federal, state, or local laws and...Local areaFlexible hours$55k - $75k
...Your role Educate clients on account services and capabilities... ...with clients Maintain management systems with up to... ...in Microsoft Office Suite About Us UBS is... ...solutions and focused investment banking capabilities.... ...Salary information United States - Massachusetts - Boston...Full timeWork at officeFlexible hours$65k - $113.75k
Who we are looking for State Street Investment Management is seeking a seasoned Officer to project manage and drive excellence across proposals, RFPs, RFIs, and DDQs... ...You will partner closely with Sales, Investment, Client Coverage, Product Specialists, and global content...Temporary workFlexible hours- ...Private Wealth Client Associate Boston, Massachusetts... ...Description: Merrill Wealth Management is a leading provider... ...management and investment products and services... ...committed to an in-office culture that supports... ...1st shift (United States of America) Hours Per...Seasonal workWork at officeWork from homeShift workDay shift
$45k - $90k
...Rockefeller Capital Management Rockefeller... ...882 as the family office of John D. Rockefeller... ...the United States, as well as an office... ...oversees $224 billion in client assets as of June... ...team as a Client Associate. The Client... ...activities Complete investment subscription...Work at officeLocal area$26.23 - $43.71 per hour
...enablement activities to drive new client relationships and retain and... ...relationships in Wealth Management. Delivers on the Client... ...standards, including timely implementation of internal and external audit... ...Boston, Massachusetts, United States of America Wilmington...Hourly payWork experience placement- State Street is seeking an Officer to manage the client AML KYC periodic review process, working with senior and peer managers to ensure regulatory requirements are met for all reviews assigned. This hybrid role allows balance of work from home and office to match needs...Work at officeWork from home
- ...seeking a Monitoring Licensing Specialist to own end-to-end licensing for our monitoring call center, managing applications, renewals, fingerprinting, and interactions with state agencies. You’ll safeguard regulatory compliance through cross-functional collaboration and...
$49.5k - $77k
...Description Embrace RBC Wealth Management's core values and... ...advisors and our clients. As a Client Associate/Registered Client Associate... ...maintain account records, implement technology changes and... ...Address: 80 Washington Street, Norwell, United States of America City:...Full timeFlexible hours$65k - $75k
...independently owned wealth management firm managing over $46... ...in-house quantitative investment process, running on... ...to ensure fewer clients and deeper relationships... ...incoming client calls Office & Team Support Keep the... ...applicable federal, state, or local law. #J-188...Full timeWork at officeLocal area$110k - $188.75k
...name matching concepts, list management, rules, simulations, entity... ....Experience with system implementation.Experience with waterfall and... ...eligible to participate in State Street’s comprehensive benefits... ...profitability. We keep our clients at the heart of everything...Full timeTemporary workFlexible hours- ...$1 billion investment to help the... ...Accenture's deepest client... ...session with a Managing Director as... ...technology implementations, managed services... ...and Accenture offices as required... ...experience. (If Associate’s Degree,... ...the United States.Candidates who... ..., 416 6th Street South, Corp;...Full timeWork experience placementLive inWork at officeLocal area
- ...Client Service Associate Boston, Massachusetts, United States About the Job An established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal... ...sits in the downtown Boston office and will have a hybrid...Work at office
$70k - $130k
...High visibility client-facing role managing complex business queries and supporting... ...functions to enhance the State Street client experience.... ...end-to-end onboarding / implementation efforts. Manage impact of... ...with STT’s middle and back office operations and provide input...Temporary workFlexible hours- An investment management firm based in Boston is seeking an experienced Compliance Officer to oversee the compliance program's daily operations. This role requires over 8 years of compliance experience in financial services, a strong understanding of SEC regulations, and...
- ...Client Service Associate Boston, MA Waverly Advisors' primary... ...your typical wealth management firm. Our intense... ...managing our clients' investments, offering truly in-... ...team in our Boston, MA office. The Client Service... ...protected by federal, state, or local law....Work at officeLocal area
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