Full-Time

Transfer Agency Assistant Vice President

Confirmed live in the last 24 hours

State Street

State Street

10,001+ employees

Asset management and custody banking services

Consulting
Financial Services

Senior

Company Historically Provides H1B Sponsorship

Toronto, ON, Canada

Category
Asset Management
Risk Management
Finance & Banking
Required Skills
PowerPoint/Keynote/Slides
Requirements
  • BS/BA (mandatory)
  • Must have minimum 5 years of mutual fund/hedge funds operations experience
  • Proficient in MS Office 365 (Excel, PowerPoint, PowerBI, etc.)
Responsibilities
  • Management and development of strong client relationships, strongly representing TA and the Company to clients.
  • Responsible for ensuring the day to day TA service delivery for clients is consistently met and exceeded. Liaise with the client on development initiatives.
  • Handle or resolve complex operational and customers complaints that are referred by managers.
  • Accountable for the controls within the teams - ensuring that there is a focus on the control environment within the team.
  • Drive the development and implementation of appropriate procedures to meet internal controls, external compliance and regulatory requirements.
  • Regular liaisons with the senior management team, providing departmental feedback on team, processes, client information, ensuring clear and transparent communication within the wider TA department.
  • Attend relevant meetings within SSFSIL and SSB and ensure messages are cascaded down to the teams.
  • Contribute to operational, client, risk audit and regulatory meetings as required.
  • Be actively aware and partake in departmental projects to help drive the continuous improvements and efficiencies within the TA department.
  • Ensure regular meetings with managers, promote regular one to one meetings within the team and offer developmental opportunities for direct reports.
  • Using corporate performance review tools, actively participate in the performance appraisal process and monitor overall timeliness of completion for the entire team with your direct reports.
  • Responsible for ensuring team representation on group State Street programmes e.g. Global Inclusion etc.
  • Full participation in the recruitment and selection of resources for the team, ensuring effective utilisation.

State Street Corporation operates in the financial services industry, focusing on asset management and custody banking. It provides a variety of services to institutional investors, such as mutual funds and pension funds, through its division, State Street Global Advisors, which manages investment portfolios and offers advisory services. The company serves a wide range of clients, including corporations, governments, and non-profit organizations, and utilizes its global network and expertise to deliver customized financial solutions. State Street generates revenue from management fees for overseeing client assets, transaction fees from trading, and service fees for custody and administration. Additionally, it is recognized for its commitment to innovation and leadership, particularly in promoting gender diversity and inclusion within the workplace. The goal of State Street is to provide high-quality financial services while fostering an inclusive environment for its employees.

Company Stage

IPO

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

N/A

Growth & Insights
Headcount

6 month growth

-10%

1 year growth

-10%

2 year growth

-10%
Simplify Jobs

Simplify's Take

What believers are saying

  • State Street's strategic acquisitions, such as stakes in BWP Trust and Australian Clinical Labs, indicate robust growth and expansion opportunities.
  • The company's exploration of blockchain-based payment solutions, including stablecoin and token launches, positions it at the forefront of financial technology innovation.
  • State Street's strong leadership team, with recent high-profile appointments, underscores its commitment to maintaining a competitive edge in the industry.

What critics are saying

  • The competitive nature of the financial services industry requires State Street to continuously innovate to maintain its market position.
  • Regulatory challenges and compliance issues, especially with new ventures like stablecoin and token launches, could pose significant risks.

What makes State Street unique

  • State Street's focus on institutional investors, including mutual funds and pension funds, sets it apart from competitors who may target a broader audience.
  • The company's commitment to innovation, such as exploring stablecoin and token launches, demonstrates its forward-thinking approach in the financial services industry.
  • State Street's emphasis on diversity and inclusion, highlighted by initiatives like WomenInFinance, distinguishes it as a leader in fostering a supportive and inclusive workplace.

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