Transfer Agency, Assistant Vice President

Posted: Friday, 01 August 2025
Valid Thru: Sunday, 31 August 2025
Index Requested on: 08/01/2025 07:44:31
Indexed on: 08/01/2025 07:44:31

Location: Sacramento, CA, 95833, US

Industry: Advertising and Public Relations
Occupational Category: 13-0000.00 - Business and Financial Operations
Type of Employment: FULL_TIME

State Street is hiring!

Description:

Why this job is important to us

The role holder will have a lead role in the management of the Investor Services department. They will be a strong contributor to the strategy of the department ensuring the overall goals of IS are met. They will provide oversight and support to managers in the area of client relationship, regulatory and risk control and change management. They will provide technical and operational leadership to the department managers ensuring teams follow policies and procedures, are organized, efficient and provide best in class service to our clients.

What you will be responsible for
  • Management and development of strong client relationships, strongly representing IS and the Company to clients.
  • Responsible for ensuring the day to day IS 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 IS department.
  • Attend relevant meetings within State Street 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 IS department.
  • Ensure regular meetings with managers, promote regular one to one meetings within the team and offer developmental opportunities for direct reports.
  • Using corporate employee 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 programms.
  • Full participation in the recruitment and selection of resources for the team, ensuring effective utilization, whilst ensuring opportunities are identified in the team for flex arrangement if required.

Education and Preferred Qualifications
  • Degree in Finance and/or Business-Related area (minimum 2.2) or relevant working experience.
  • 6-8 years Fund Administration experience with at least 4 years people management experience.
  • Proficient in Microsoft Office applications in particular Excel.
  • Experience in working to tight deadlines, with an ability to multitask and to work calmly under pressure.
  • Experience in Client Relationship Management is essential for this role.
  • Good working knowledge of AML and regulations impacting the industry.

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.

Salary Range:
$90, 000 - $165, 000 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.

Responsibilities:

Please review the job description.

Educational requirements:

  • high school

Desired Skills:

Please see the job description for required or recommended skills.

Benefits:

Please see the job description for benefits.

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