State Street

Operations

• Review and approve new accounts, ensuring all documentation, regulatory, and internal control requirements are satisfied prior to account establishment
• Perform supervisory review as a Series 24 principal, including exception approvals and escalation support
• Execute and oversee account maintenance activities, including ownership changes, beneficiary updates, registrations, and account attribute modifications
• Support and manage complex account structures, including trusts, estates, corporate entities, partnerships, and multi-party accounts
• Assist with lifecycle events, including death processing, estate distributions, and ownership transitions
• Ensure accurate capture and maintenance of beneficial ownership, control persons, authorized parties, and tax documentation (W 9/W 8)
• Partner closely with Client Service and advisors to address inquiries, resolve issues, and clarify documentation requirements
• Support inbound advisor requests, delivering timely, accurate, and high-quality servicing for both standard and non-standard scenarios
• Identify, assess, and escalate risk, documentation gaps, or inconsistencies in accordance with supervisory expectations
• Assist in processing and supporting ACATS and non-ACATS transfers, ensuring proper documentation and control
• Coordinate with and initially perform across Cashiering, Transfers, and account operations; as the platform scales, help stand up domain-specific functions with the opportunity to evolve into a dedicated leader within those areas
• Contribute to the development and refinement of workflows, procedures, and controls across onboarding and maintenance processes
• Leverage Salesforce and AI-enabled workflows to improve efficiency, reduce manual effort, and enhance turnaround times
• Maintain strong documentation and audit readiness across all activities

Account Operations Specialist, Assistant Vice President – Wealth Custody & Clearing

Chief Technology Officer

• define and execute the Wealth Services technology strategy aligned with business and enterprise objectives
• lead the architecture and development of a scalable, cloud-native platform supporting account opening, trading, clearing, settlement, custody, and reporting
• drive API-first and event-driven architectures to enable seamless integration and real-time processing
• modernize core platform capabilities, including transaction processing, portfolio accounting, compliance, and digital client platforms
• ensure compliance with regulatory requirements, including SEC, FINRA, AML, KYC, and OFAC standards
• advance the use of AI, automation, and analytics to improve operational efficiency, risk oversight, and client experience
• lead integrations with third-party clearing and custody providers, including Apex
• partner with Product, Operations, Risk, and external vendors to deliver enterprise-wide solutions
• manage technology investments, vendor relationships, and cost optimization initiatives

Head of Technology – Wealth Services, Managing Director

Financial Planning and Analysis

• Act as primary contact and escalation point for operational issues
• Receive and resolve inquiries from client, Client Management, COEs, BU Shared Services and BU Client Service and ensure timely resolution
• Maintain and monitor open items, issues, logs, project lists
• Address custom client requests, manage production activities of Client Support Specialists 1, 2 and Senior Specialists
• Coordinate the implementation of new funds, systems and processes
• Assist with client conversions and other client projects
• Identify and implement consistent operational best practices

Assistant Vice President, Alternative Investment Services Bank Loans Operations

• Define and execute the Wealth Services technology strategy aligned with business and enterprise objectives
• Lead the architecture and development of a scalable, cloud-native platform supporting account opening, trading, clearing, settlement, custody, and reporting
• Drive API-first and event-driven architectures to enable seamless integration and real-time processing
• Lead integrations with third-party clearing and custody providers, including Apex
• Modernize core platform capabilities, including transaction processing, portfolio accounting, compliance, and digital client platforms
• Ensure compliance with regulatory requirements, including SEC, FINRA, AML, KYC, and OFAC standards
• Advance the use of AI, automation, and analytics to improve operational efficiency, risk oversight, and client experience
• Lead a global engineering organization with accountability for delivery, reliability, scalability, and performance
• Partner with Product, Operations, Risk, and external vendors to deliver enterprise-wide solutions
• Manage technology investments, vendor relationships, and cost optimization initiatives

Managing Director, Head of Technology – Wealth Services, Clearing & Custody

Auditor

• Perform audit work in line with the Division’s risk-based methodology
• Identify and understand risk; determine control objectives
• Evaluate whether controls sufficiently address identified risks
• Obtain and analyze evidentiary data
• Review corrective actions taken by management
• Escalate potential issues / obstacles to audit management
• Develop understanding of Internal State Street products and processes
• Develop relationships with audit clients and business partners
• Assist in the onboarding of audit staff

Auditor, Officer

Project Manager

• Manage the planning and execution of complex projects and programs, ensuring alignment to defined objectives, milestones, and delivery commitments.
• Coordinate multiple related initiatives and workstreams, tracking dependencies, risks, and progress to support timely and predictable outcomes.
• Support established governance structures by maintaining delivery cadence, managing dependencies, and ensuring issues are escalated appropriately.
• Prepare clear, concise program status reporting, including milestones, risks, issues, and dependencies, for senior stakeholders and governance forums.
• Work closely with key stakeholders across technology, risk, and business teams to ensure shared understanding of priorities, expectations, and delivery status.
• Coordinate effectively with global teams, including project managers, business analysts, and delivery partners.
• Facilitate discussions that drive alignment, resolve issues, and support informed decision-making.

Technology Risk & Remediation Project/Program Manager, Vice President

• Assist in writing business requirements and executing test scripts
• Perform data analysis and reconciliation required for testing and validation of new functionality
• Assist in the execution of the governance framework over transformation globally
• Monitor the implementation of new functionality to ensure effectiveness and track issues and bugs to resolution
• Track and communicate changes that impact operational teams, including report instructions, new products, enhancements, etc.
• Coordinate and liaise in creation of training materials
• Preparation/documentation of process flowcharts
• Compile and analyze performance metrics of newly implemented initiatives
• Assist preparation of materials to be presented for new functionality to senior management and the organization
• Build strong, long-term relationships throughout State Street organization

Senior Associate, Alternative Investments Business Transformation Specialist

Attorney

• Provides day-to-day legal administration services to clients
• Prepares Board meeting materials and packages
• Drafts Board meeting minutes and resolutions
• Prepares filings with the SEC
• Coordinates with clients and outside counsels

Legal Support Officer

Assistant Vice President – Alternative Investment Services, Bank Loans Operations

Vice President

• Spearhead comprehensive end-to-end planning, design, execution, and evaluation of crisis resiliency exercises, ensuring alignment to State Street’s operational resilience standards, impact tolerances, and global regulatory frameworks.
• Collaborate with key stakeholders throughout the bank to create customized, detailed, crisis exercises that meet specific objectives for all-hazards incident and crisis response, with a focus on severe but plausible threats that impact business, technology, and cyber resilience.
• Conduct thorough post-exercise analysis, synthesize corrective actions, manage tracking and monitoring of progress, and plan future simulations to confirm the efficacy of implemented improvements.
• Manage all aspects of crisis exercise project management across the engagement lifecycle, including scheduling exercises, booking venues, leading discussions with executive leadership, and updating senior leaders on project progress.
• Serve as a crisis manager when required, facilitating crisis management calls, publishing situation reports, and conducting after incident reviews.
• Maintain departmental policies, standards, procedures, and control portfolio.
• Execute incident management and regulatory reporting activities under the DORA regime.

Global Crisis Management, Vice President

• You will be accountable for overseeing the implementation and ongoing operation of the firm’s digital operational resilience strategy and relevant frameworks underpinned by DORA requirements, including policies, procedures, systems, and controls that ensure SSBI’s compliance with DORA and related European regulatory requirements, as well as the organization’s overall operational resilience posture.
• Drive the implementation and continuous enhancement of the digital operational resilience strategy and DORA-governed frameworks across SSBI, ensuring compliance.
• Act as the central governance and integration function across ICT risk management, third-party risk, cyber security, business continuity, and resilience functions, ensuring consistent application of DORA requirements.
• Provide operational guidance, standard methodologies, and enablement support across the organization.
• Own the DORA business incident management and regulatory reporting framework, ensuring timely, accurate, and consistent regulatory notifications and escalation of ICT-related incidents.
• Oversee digital operational resilience testing governance, including Threat-Led Penetration Testing (TLPT), scenario testing, and validation of recovery capabilities and exit strategies.
• Drive and coordinate business continuity and resilience frameworks, ensuring coverage of critical or important functions and alignment with impact tolerances and recovery requirements.
• Own the execution and operational processes supporting the Register of Information (RoI), ensuring completeness, accuracy, and regulatory readiness of ICT third-party data.
• Define, implement, and maintain standard operating procedures (SOPs) - e.g. ICT classification, incident handling, resilience controls.
• Provide expert guidance to business, technology, and control functions on DORA requirements and operational resilience expectations.
• Drive audit readiness, regulatory inspection preparedness, and remediation activities, including coordination of responses to ECB, BaFin, and other supervisory authorities.
• Implement and operate DORA control tollgates within strategic initiatives and transformation programs, ensuring resilience considerations are embedded upfront.
• Develop and maintain KRI/KPI frameworks and executive reporting, providing transparent insight into SSBI’s digital operational resilience posture.
• Deliver regular reporting to governance committees ensuring effective escalation, visibility, and decision-making support.
• Promote a culture of resilience and accountability, driving awareness and consistent implementation across the organization.

Vice President, Head of DORA Office

Data Scientist

• Act as the enterprise product and portfolio leader for Data & AI, defining strategy, owning the roadmap, and ensuring disciplined execution and value realization
• Ensure that Data & AI investments are strategically aligned to business priorities and structured as coherent product-oriented roadmaps
• Maintain a single, integrated enterprise roadmap for Data & AI
• Define and implement clear value realization frameworks
• Own creation of high-quality strategic and product narratives for executive leadership, Board, investor communications, and client engagement

Global Head of Data & AI Strategy, SVP

Data Engineer

• Define and establish a unified “One State Street” data architecture, including enterprise data domains, reusable data assets, and a clear multi-year roadmap—enabling consistent, AI-ready data across all businesses and functions
• Create a cohesive enterprise data architecture that spans State Street’s full business landscape
• Partner closely across business functions to build deep understanding of business processes and domain data models
• Define and standardize enterprise data domains and conceptual logical data models
• Lead identification and standardization of reusable data assets across the firm
• Establish a comprehensive view of enterprise data assets across all domains
• Define a multi-year data architecture roadmap from current to target state
• Define enterprise standards for data design, modeling, and integration
• Collaborate with data platform products and technology stakeholders

Global Head of Data Architecture – SVP

Platform Engineer

• Design, build, and operate enterprise-grade, AI-ready data platforms at scale
• Lead global engineering organization of 100+ engineers
• Partner with Data Architecture to implement target-state blueprint
• Ensure platforms enable compliant usage
• Drive automation of operations to minimize manual intervention
• Establish and embed SRE practices across all data platforms
• Implement modern Agile delivery models across platform teams
• Architect and operate cloud-native and hybrid data platforms
• Enable and operationalize enterprise data product capabilities

Global Head of Data Platform Engineering – SVP

Software Engineer

• Provide thought leadership in the design of back-end and front-end functionality, operational workflow, and business solution to complex Business problems
• Collaborate with Business Analysts, QA team and Product owners to turn moderately complex business requirements into working and sustainable software solution to business
• Contribute to written design, development and documentation of application functionality around vendor product and State Street’s own custom code.
• Participate in Business Analysis, functional/technical spec. reviews, code reviews, review of automation/SQA tests to ensure a high quality end product
• Participate in change management and deployment process and production implementation of large scale upgrades and changes
• Develop, test, debug, and implement software programs, applications and projects using Unix, C#, C++, Java, Python, J2EE technologies, Tomcat, webservices, distributed computing, shell scripting, autosys and other related software engineering languages and tools
• Provide expert level troubleshooting on large, mission critical system upgrades and client/regulatory specific implementations and cross-team/cross-product functionality
• Help conduct manual/automated unit tests and system integration testing with various downstream and upstream systems to ensure a high quality end product
• Help maintain a stable, error/incident free Production and test environments for users across diff regions– NA and EMEA, ensure SLAs are upheld and various feeds to upstream and downstream systems are maintained
• Actively participate and assist in improving development and test methodologies and contribute to related usage of tools such as Github, Jira, Agile methodology and cloud development frameworks including continuous development and integration.