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Institutional Transfer Agency, Vice President

Institutional Transfer Agency, Vice President

State StreetQuincy, MA, US
22 hours ago
Job type
  • Full-time
Job description

Vice President, Institutional Transfer Agency

The ideal candidate should have financial service experience and the ability to manage multiple tasks in a fast-paced and dynamic environment. The candidate will need to supervise with operational focus in area of functional expertise and manage the activities of individual contributors or supervisors in a section or department with accountability for results in terms of costs, strategies, and employees.

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

As a Vice President in the Institutional Transfer Agency, you will :

  • Direct the management of one or more operational areas with a complex function, ensuring all activities adhere to a robust and uncompromising control environment.
  • Lead and develop teams to achieve the goals of the Transfer Agent and State Street, with a strong focus on cultivating a workplace where employees are empowered to grow their careers and reach their full potential.
  • Foster successful interaction with clients, vendor organizations, and other areas of the bank, consistently delivering exceptional service and building long-term, trusted relationships.
  • Assess staffing needs, recruit, select, train, evaluate, and develop teams, prioritizing both operational excellence and employee engagement.
  • Oversee all controls and deliverables within your area of responsibility, working with multiple internal and external partners to ensure no service interruptions or failures, while maintaining the highest standards of compliance and risk management.
  • Develop and implement process improvements and effectively manage change to ensure departmental and organizational objectives are met, always with a focus on control, quality, and continuous improvement.
  • Resolve escalation items with a solutions-oriented mindset, balancing risk mitigation with business needs.
  • Manage direct and indirect budgetary responsibilities effectively.
  • Present effectively to internal and external parties, including clients, demonstrating a leadership style that inspires confidence and trust.
  • Formulate, recommend, and implement departmental goals, policies, and budgets that reinforce a culture of accountability, integrity, and professional growth.
  • Manages other projects or tasks as assigned.

These skills will help you succeed in this role :

  • Inspires and empowers teams, promoting continuous learning and growth.
  • Demonstrates commitment to a strong control environment and risk management.
  • Sets high service standards, delivering excellent client support and solutions.
  • Takes ownership and models accountability and integrity.
  • Ensures accuracy and quality through attention to detail and operational excellence.
  • Exhibits strong organizational and analytical skills to manage complex priorities.
  • Manages time effectively, prioritizing and delegating for team success.
  • Communicates clearly and transparently across all organizational levels.
  • Builds collaborative relationships with teams, departments, and clients.
  • Leads by example, fostering a positive and high-performance environment.
  • Education & Preferred Qualifications :

  • BA / BS required with a minimum of 10 years' experience in financial services; advanced degree is preferred.
  • The incumbent must have 5 - 7 years' management experience.
  • The incumbent should possess substantial operational background.
  • The incumbent must possess superior written and verbal communication skills.
  • The incumbent must possess strong analytical, problem-solving, and organizational skills.
  • The incumbent must possess strong interpersonal and influencing skills.
  • Salary Range : $115,000 - $182,500 Annual

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    Vice President • Quincy, MA, US

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