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State Street

Holds assets for institutions and runs index funds

Client Experience Strategic Project Management

Project ManagementConfirmed live in the last 24 hours
Full-timeBoston, MA, USAIn-person

About the Job

Requirements

  • At least 10 years of experience working in the investment industry and 2–5+ years of project management experience.
  • Ability to function in a fast-paced, multi-stakeholder, matrix-management environment.
  • Understanding of mutual funds, exchange-traded funds, and institutional funds across data domains including performance, holdings, accounting, pricing, and analytics.
  • Ability to work independently to ensure plans are fully implemented.
  • Ability to acquire information to develop skills, learn new material quickly, and apply information, concepts, and procedures constructively.
  • Ability to adapt approach to changing strategies and tactics and communicate credibly.
  • Track record of delivering projects across data operations, business requirements analysis, definition, communication, assessment, and validation.
  • Ability to interpret business and functional requirements.
  • Experience with third-party vendors and their integration with business applications.
  • Experience working with globally distributed project teams.
  • Ability to support process improvement.
  • Experience using Microsoft Excel, Visio, PowerPoint, and SQL.

Responsibilities

  • Lead project management and coordinate cross-functional strategic alignment initiatives.
  • Support Client Experience senior leadership in developing and executing objectives and key results, strategy, target-state blueprints, and transformation roadmaps.
  • Facilitate stakeholder engagement and communication across State Street Investment Management and the broader State Street enterprise.
  • Partner with consulting firms and industry research organizations to identify best practices, market trends, and leading client experience products and platforms.
  • Prepare executive presentations, strategic updates, and recommendations to support leadership decision-making.
  • Lead project calls, governance, Steering Committee meetings, and workstream meetings.
  • Develop and maintain project plans, timelines, milestones, and deliverables.
  • Partner with business, technology, operations, vendors, and external stakeholders.
  • Lead requirements gathering and scope definition activities.
  • Document and prioritize requirements and align them with business objectives.
  • Identify project risks, dependencies, assumptions, and constraints.
  • Produce project status reports, executive updates, and Steering Committee materials.
  • Track milestones, budget, scope changes, and key performance indicators.
  • Drive projects to completion while managing risk, budget, scope, and timeline.
  • Manage projects through initiation, planning, execution, testing, implementation, and post-production support.
  • Use AI tools to support innovation in project management.
  • Identify and shape AI use cases that improve how project managers plan, execute, and manage delivery.

Desired Qualifications

  • Understanding of waterfall and agile methods.
  • Experience with JIRA and Confluence.

About the Company

State Street

Holds assets for institutions and runs index funds

State Street holds and services investments for pension funds, insurers, fund companies, and other large institutions, and it also runs index funds through State Street Investment Management. It launched the first US-listed exchange-traded fund, the SPDR S&P 500 ETF Trust, in 1993, and in 1924 it became custodian of the first US mutual fund. As a custody bank, it safekeeps clients' stocks and bonds, completes their trades, calculates what their funds are worth, and lends their securities to other investors. It earns fees on the assets it services and manages, plus income from currency trading and from interest on client cash. State Street traces its roots to a bank chartered in 1792 and is based in Boston, Massachusetts.

Company size
10,001+
Company stage
IPO
Headquarters
Boston, MA
Founded
1792

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