State Street Global Advisors - Global Head of Client Reporting, Managing Director

The Global Head of Client Reporting will Lead the operational function for client reporting and factsheets in North America, Europe, and Asia Pacific.  The Global Head of Client Reporting will play a critical role in developing and executing the strategy for the evolution of capabilities, services, processes, and technology supporting the delivery of client reports, factsheets, data feeds, and other information supporting global clients, consultants, and intermediaries.  The role and team will produce, deliver, and provide oversight for reports, data, and information for a range of client types including Institutional Asset Management, Sustainable Investing, ETFs, and Mutual Funds.  The Global Head of Client Reporting must demonstrate deep client reporting/data delivery expertise, effective communication, high quality client service track record, and problem solving & decision-making skills. 

Primary Responsibilities:

• Strategy & Vision: set the strategic direction for the Global Client Reporting Team across regions, client segments, product types, data domains, and functional competencies.   
• Global Team Leadership & Operational Management: provide oversight to all aspects of the Global Reporting Operating Model including onboarding, reporting standards, ad hoc/custom reporting, monitoring/metrics/management reporting, stakeholder engagement, audit requests, service delivery partnerships, client/consultant interactions, and outsourcing oversight.
• Define & Manage Key Performance Indicators:  set key results and metrics globally and track progress.  Drive improvements in quality, timeliness and accuracy of reports – both through tactical and strategic actions.  Leverage Net Promoter Score results and other methods to gain measurable and actionable feedback.
• Effective Risk Management: evaluate and improve risk profile for the function by developing the roadmap for operational resilience and business continuity and conducting proactive evaluation of controls and operational effectiveness.
• Lead Continuous Development of Team Capabilities:  drive improvement to the capabilities of the Client Reporting Team – product/data domain expertise, technical skills, communication skills, business & data analysis.
• Reporting Tool Transformation & Enhancements: drive strategy for the evolution of all client reporting including performance and attribution, accounting, holdings, consultant data delivery, Sustainability, and other reporting.    Provide subject matter expertise contributing to business requirements, analysis documents,  data/process flow diagrams, and other key artifacts for ongoing client reporting and data delivery enhancements.  Become a subject matter expert on all Client Reporting Tools, related applications, and other State Street & SSGA upstream applications for performance, accounting, holdings.
• Lead Collaboration & Engagement Model:  lead collaboration and engagement between the Client Reporting business teams and client facing teams, investment teams, data partners, technical teams, legal/compliance, and vendors throughout monthly operations work flow and project lifecycles.  Communicate status with stakeholders, business partners and team.
• The position sits with the SSGA COO organization and will be a direct report to the Global Head of Information Publishing Solutions & Services.

The successful candidate will be able to demonstrate:

• Partnership: the ability to partner effectively and constructively to deliver results. The successful candidate will need to work with all major functional team within SSGA and across relevant State Street teams.
• Stakeholder Management: understand the needs of our various stakeholders, develop strong relationships, effective communications and deliver services that fully meet their requirements. 
• Strategic Execution: the ability to set and execute a strategic plan for the function that will result in tangible service improvements whilst positioning us to support our evolving complex business needs.
• Leadership: strong, visible leadership that will reinforce the purpose and value of the Global Client Reporting Team.
• Technical skills: strong domain knowledge is required. There will be times where the successful candidate will need to “roll-up their sleeves” to resolve unexplained variances or attribution questions.

Qualifications:

• 15+ years working experience in the Investment Industry with 10+ years relevant client reporting experience. 
• Deep understanding of Institutional Asset Management, Mutual Funds, and ETFs across a range of data domains including performanc