Transfer Agency, Vice President

We are seeking a highly skilled Vice President to lead the Transfer Agency (TA) Onboarding - Technical Readiness & Data Migration function. This individual will be responsible for ensuring that all systems and infrastructure required to run the TA business are fully set up, integrated, and operational prior to client onboarding. A key focus of the role will be overseeing end-to-end data migration, covering both structured and unstructured data, while driving seamless onboarding delivery across global teams.

The VP will act as a bridge between Technology, Operations, Business Analysts, and IT Delivery teams - ensuring technical readiness, robust data migration strategies, and successful execution of onboarding projects

Why this role is important to us

The team you will be joining is a part of State Street Global Delivery (SSGD). SSGD gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGD’s tools help our clients make better investment choices and act on growth opportunities.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

Responsibilities

Technical Readiness

• Ensure all systems, applications, and tools required for TA operations are implemented, tested, and fully functional before client onboarding.
• Partner with Technology teams to validate system integrations, interfaces, and downstream dependencies.
• Define and manage technical cutover activities during onboarding transitions.
  
  
  

Data Migration

• Lead strategy, planning, and execution of large-scale data migration projects (structured and unstructured data).
• Oversee data quality, mapping, validation, and reconciliation activities.
• Establish frameworks to identify and mitigate migration risks.
  
  
  

Leadership & Delivery

• Lead cross-border technical teams and business analysts to deliver onboarding projects on time and to scope.
• Act as a key escalation point for technical and data migration challenges.
• Collaborate with Operations, Technology, Product, and external stakeholders to ensure alignment and smooth delivery.
  
  
  

Project Management & Business Analysis

• Drive detailed project planning, milestone tracking, and reporting to senior stakeholders.

Apply strong business analysis skills to translate business needs into technical requirements and solutions.

Implement governance frameworks and reporting structures to monitor readiness and migration progress.

Problem Solving & Risk Management

• Anticipate potential delivery risks and proactively implement mitigation strategies.
• Apply analytical thinking and structured problem-solving to resolve onboarding issues efficiently.
  
  
  

Key Skills & Competencies

• Strong leadership experience in managing cross-border technical delivery teams and business analysts.
• Proven track record in data migration projects (structured & unstructured), preferably within financial services or transfer agency.
• Deep knowledge of Transfer Agency operations and systems is highly desirable.
• Exceptional project management and business analysis skills with ability to manage multiple complex projects simultaneously.
• Excellent stakeholder management skills, with the ability to engage at senior levels across technology, operations, and client-facing teams.
• Analytical mindset with strong problem-solving abilities and attention to detail.

Excellent communication skills – able to articulate technical issues to non-technical stakeholders.

Qualifications & Experience

• 12+ years of experience in financial services, with a strong focus on Transfer Agency, Fund Services, or related domains.
• Significant experience leading technical readiness and data migration initiatives.
• Demonstrated experience in program/project management, with professional certifications (PMP, PRINCE2, Agile/Scrum, or equivalent) preferred.
• Proven track record of managing global teams across multiple time zones.
• Bachelor’s degree in Computer Science, Information Systems, Finance, or related field; advanced degree preferred.
  
  
  

Desirable

• Excellent knowledge of Transfer Agency Operations and financial service products, specifically in the UK Market.
  
  
  

Additional Requirements

• There will be occasional travel to other State Street offices and partners both in the UK and internationally.
  
  
  

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment

where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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Job ID: R-778741