Client Admin Project and Reporting Lead

Job Description

Who we are looking for

As a member of the Global Client Administration Team, the Client Admin Project and Reporting Lead will have a track record of success in identifying, planning, and executing strategic initiatives and projects for global teams.  This individual will be responsible for assisting in the collection, analyzing and presentation of data to aid in decision making. They will work closely with internal and external stakeholders to agree on priorities, monitor progress against objectives & deliverables, and repost key issues and risks. Key partners to this role include Relationship Managers, Product, Global Billing Operations, Legal, Client Service, Sales, and Business Risk Management.

Why this role is important to us

The Client Administration Team plays an essential role in the Chief Commercial Organization (CCO) organization. Across the globe, Investment Services(IS) Relationship Managers and Deal Leads rely on us to help them reduce billing risk and create capacity by being the process expert related to fee schedules and billing set up requirements. This role will help us drive process improvements targeted at supporting the onboarding of new revenue faster and with a focus on improved client experiences. Join us if making your mark in an ever-changing, increasingly complex industry is a challenge you are up for.

What you will be responsible for

As Client Administration Project and Reporting  Lead you will:

• Identifying, defining, planning, and implementing short-term and long-term strategic projects and initiatives
• Building consensus among key stakeholders for opportunities, prioritization, ownership, and accountability
• Creating presentations and status reports that include executive summaries, project plans, return on investment, recommendations, and general status to leadership
• Working closely with the global leadership team to ensure alignment with overall business objectives and success criteria
• Fostering a culture of strategic thinking and innovation within the organization
• Facilitating communication and collaboration across various stakeholders
• Providing strategic guidance and mentorship to team members on key initiatives
• Collaborate with cross-functional teams to understand business needs and requirements for reporting and analysis
• Leverage a change management methodology to create a strategy to support adoption of the changes required by a project or initiative

What we value

These skills will help you succeed in this role:

• Exceptional analytical skills that  drive business insights and solutions
• Demonstrate ability to deliver outcomes in a fast paced, challenging environment, accompanied by strong organizational skills
• Proven track record of connecting the dots to inform a larger strategy while maintain an execution oriented mindset
• Outstanding critical thinking and analytical skills with ability to operate strategically and build effective partnerships across multiple stakeholder groups and able to navigate across large organizations
• Aptitude in decision-making and problem-solving
• Strong communication skills and adaptability to cultural communication styles
• Excellent presentation skills

Education & Preferred Qualifications

• BS/BA in accounting, finance or economics related area
• 7+ Years in working in Financial Services
• Microsoft Office Proficiency - You will be experienced at using MS Office suite, particularly Excel and Word, for business purposes
• Prior Project Management Experience

About State Street

What 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/careers

Salary Range:

$90,000 - $142,500 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.

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.

State Street’s Speak Up Line