State Street Alpha Client Data Integration (CDI) Lead, Vice President

Who we are looking for

State Street’s Alpha Transaction Management team is seeking a skilled professional with a robust background in financial services, advanced data analysis capabilities, and deep expertise in business systems to drive the development and support of transaction management offerings. In the Alpha Client Data Integration VP position, the successful candidate will be responsible for leading client onboarding onto State Street’s test and production environments, executing a wide range of tasks critical to supporting Alpha Implementation projects. This includes comprehensive management and interpretation of client data according to the defined scope of services and operating models within the Middle Office Transaction Management domain, guaranteeing all data and processes align with the established Operating Model.

A key requirement for this role is recognized subject matter expertise in all aspects of Transaction Management processes within the middle office, empowering the incumbent to identify and pursue transformation opportunities throughout the organization. To effectively drive such transformation, the ideal candidate must demonstrate superior proficiency in Middle Office Transaction Management data and trade processing operating models. Candidates must exhibit advanced skills in analyzing complex business and financial services data, with proven experience in gathering functional requirements, thorough documentation, and precise data mapping. Outstanding verbal, written, and presentation abilities are essential, as is a demonstrated capacity to bridge communication between business, implementation, and technology teams. Strong collaboration skills are a must to ensure seamless teamwork and project success.

Why this role is important to us

Institutional investors around the world count on us to expertly manage risk, tackle challenges, and drive outstanding performance and profitability. By joining this team, you will play a crucial role in the success of the Alpha and Global Delivery client onboarding and implementations organization. This position offers you the opportunity to showcase your strong skills, demonstrate your excellent potential for growth, and make significant contributions to the team’s success. You will pursue innovative, scalable solutions, build resilience, and consistently deliver exceptional results each day. Join us and leverage your talents to make a lasting impact in the financial services industry from day one.

What you will be responsible for

As an Alpha Client Data Integration specialist you will be responsible for:

• Onboarding clients’ middle office services onto State Street platforms and supporting the client and all relevant workstreams throughout the implementation phase.

• Understanding the firm’s operating model, strategic plans, business, middle office operations processes, and architecture in order to influence design and develop solutions.

• Articulating business requirements for strategic product enhancement, in line with the overall Alpha vision, and work with the broader team to achieve such innovations in support of Transaction Management.

• Analyzing large, complex data sets, cleansing, and preparing for configuration/migration to middle office trade processing platform. Creating visualizations/dashboards to aid in analysis and presentations of complex data issues. 

• Building strong relationships with project stakeholders in Program Delivery, Operations, Technology, and Business units that focus on Transaction Management onboarding and servicing. Understanding and managing competing priorities across these groups.

• Understanding Transaction Management standard data modeling, transaction processing, and product knowledge to facilitate the onboarding process.

• Working directly with Transaction Management implementation leads to detail and understand trade flows for all in scope financial instruments in support of each Alpha client onboarding project.

• Assist in identifying gaps in transaction processing and data requirements so they are fully tracked through to the delivery, testing and finally, incorporation into the standard operating model.

• Supporting assigned projects, onboarding project plans, project timelines, issue logs, conversion approach, post-go-live efforts.

• Ensure processes are automated wherever possible and continue to look for new transformation opportunities to increase automation and reduce operational risk.

• Ensures all processes are fully documented from both a set up perspective and a financial services market knowledge SME perspective.

• Works closely with other Middle Office workstreams to align the Transaction Management operating model, understand depend