Client Implementation & Service - Team Lead

Strong understanding of middle office reconciliation, investment operations, and the investment-management lifecycle.

Extensive hands-on experience with cash, position, transaction, and market-value reconciliation.

Strong knowledge of TLM/TLP reconciliation platforms, including static setup, reconciliation configuration, matching rules, tolerances, exception workflows, and administrative functions.

Experience in external custody data acquisition, SWIFT-message validation, file analysis, ETL data mapping, and production implementation.

Demonstrated ability to lead end-to-end onboarding projects while managing multiple priorities, dependencies, and timelines.

Proven people-leadership capability, including work allocation, coaching, performance support, knowledge development, and quality oversight.

Strong analytical and problem-solving skills, with the ability to lead root-cause analysis and implement sustainable solutions.

Effective stakeholder-management, influencing, negotiation, and escalation skills across global teams.

Strong risk and control mindset, with experience maintaining audit-ready evidence and addressing operational or implementation risks.

Excellent written, verbal, presentation, and executive-reporting skills.

Ability to translate complex technical and operational matters into clear decisions, actions, and status updates.

Strong attention to detail, sound judgment, accountability, and a consistent focus on delivery quality.

Proficiency in Microsoft Office applications and working knowledge of project-tracking, workflow, data-visualization, and process-documentation tools.

Bachelor’s degree in Finance, Accounting, Business, Technology, or a related discipline.

Approximately 7 or more years of relevant experience in middle office, reconciliation, investment operations, client onboarding, system implementation, or a related function.

Prior experience leading a team, workstream, or complex implementation within a high-volume, global operating environment.

Practical expertise using TLM/TLP or another recognized reconciliation platform.

Experience managing relationships with custodians, investment managers, fund administrators, technology teams, and global operations stakeholders.

Experience managing implementation risks, testing governance, production readiness, stabilization, and operational handover.

Experience with JIRA, SharePoint, Power BI, Power Query, Power Automate, or related workflow and reporting tools.

Knowledge of Agile or Waterfall project methodologies.

Demonstrated involvement in automation, system enhancements, process transformation, or operating-model improvement initiatives.

Experience preparing management information, capacity views, performance metrics, and executive-level project updates.

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.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement