Investment Services CAO, MD
State Street
full-time
Posted on:
Location Type: Office
Location: Boston • Massachusetts • United States
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Salary
💰 $170,000 - $267,500 per year
About the role
- The IS CAO reports to Investment Services Chief of Staff, and plays a critical role in the daily management of any and all administrative aspects of Investment Services Organization (IS).
- Responsible for all daily support to IS businesses to execute against its strategic and tactical initiatives, providing operational and administrative leadership at the heart of the organization.
- Acts as representative / proxy for the IS Chief of Staff or the Head of IS on necessary committees.
- Manages key strategic messaging to all partners, in conjunction with Internal Communication partners.
- Responsible for leading critical strategic initiatives, including the expense saving initiatives and the headcount budget and approval process.
- Manages the administration, scheduling, and content coordination / creation for all standard senior executive forums for which the Unit Head is the lead or chair.
- Manages strategic, tactical, and ad-hoc projects.
Requirements
- 18+ years significant relevant business experience; extensive BU experience within CAO, business management or strategy functions, with prior experience in consultancy, business analysis or project delivery
- Master’s and/or Bachelor’s degree in business administration or similar field, with professional qualification (e.g CPA, CFA, ACCA) strongly preferred
- Demonstrable knowledge of Asset Services business; prior experience in the business a plus
- Proven track record of collaborating with senior leaders to strengthen organizational performance and elevate operational excellence
- Strong project management, quantitative and qualitative problem-solving skills and highly financially literate
- Advanced Excel, PowerPoint and Word and a familiarity with the application of AI tools including Copilot
Benefits
- retirement savings plan (401K) with company match
- insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- access to our Employee Assistance Program
- incentive compensation including eligibility for annual performance-based awards
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
business managementstrategy functionsproject deliveryquantitative problem-solvingqualitative problem-solvingfinancial literacyadministrative leadershipstrategic initiativesexpense managementbudget management
Soft Skills
collaborationorganizational performanceoperational excellencecommunicationleadership
Certifications
CPACFAACCAMaster's degreeBachelor's degree