Head of Transfer Agency Projects and Business Support, Assistant Vice President
20 hours ago
Who we are looking for - Lead in delivery of client onboarding, analysis expertise, testing, system implementation and production support services to the Transfer Agency business in Australia. - Provide support to the Head of Business Support and Global Delivery teams on project implementations, client onboarding and change initiatives. - Provide project management support for delivery of key strategic projects What you will be responsible for As AVP of Transfer Agency Projects and Business Support you will be responsible for the following: Business Analysis - Be a senior lead to deliver all Transfer Agency Projects for the Australian business. This includes documenting business requirements, presenting requirements to technology vendors or IT, working with IT on deployment, creation of test plans, testing, creating release summary documents and providing training to the business. - Create and manage project plans for implementations and client delivery. - Maintain a project tracker for active and pipeline projects to enable regional reporting by business heads - Participate in monthly SLA and governance meetings with IT heads. - Raise and actively participate in Major incidents relating to the Production environment. - Manage and assist with the troubleshooting of any production issues raised by the business. - Provide support for Vendor Management including Monthly/Quarterly meetings with technology providers. - Lead and execute on the onboarding of new business which includes data migration and analysis. - Manage and assist with client transition out. - Ownership of the Information Security Risk Management Program (ISRMP) where requested. - Ownership of issues arising from the Third Party Risk Management program (TPRM) where requested. - Support BSI leads in the management of resource allocation to projects. - Assist the business in any compliance related monthly or annual reporting. - Assist the business with the submission of any business cases that require funding. - Raise procurement requests for any new vendor engagements and assist with review of contracts. Knowing your clients (Internal / External) - Establish and build relationships with internal teams and external vendors. - High level of understanding of key clients: their organization, key controllers and systems used. - Take personal responsibility for ensuring that client commitments are delivered on time and within budget. - Work closely with the State Street IT teams. Risk Management & Internal Controls - Ensure continuous improvement of processes to mitigate risk. - Identify, recommend & implement improvements in the Unit where procedures/processes/controls and client servicing arrangements may be improved. - Support State Street’s Risk Management goals. Ensure compliance with bank policies, procedures, and audit processes at both global and local levels. - Focus on best practice "Change Management" techniques Key Organisational Relationships - Transfer Agency - Global Head of Strategic Initiative - Transfer Agency - Global Head - Transfer Agency - APAC Reginal Leads - IT - Application Development / Maintenance (ADM) and Solutions Design & Planning - IT - Head of Australia - Product Leads - Client Service and APAC Change Management Education & Preferred Qualifications Knowledge - A sound knowledge of managed funds products and concepts. - A sound knowledge of all Transfer Agency operational flows. - An excellent aptitude for Information Technology. - Project management / business analysis skills. Technical - Previous finance experience is necessary; Transfer Agency background is desired. - An excellent understanding of core Transfer Agency processes including transaction processing, Australian Tax, FATCA/CRS and local and global regulatory requirements. - Working knowledge of Transfer Agency systems such as HiTrust would be an advantage. - High level knowledge of IT infrastructure beneficial. Softskills - Excellent communication skills, both written and verbal. - Ability to present ideas effectively on an individual and larger audience level. - Ordered, disciplined approach to projects with ability to work under pressure and meet deadlines. - Good time management and organizational skills. - Strong negotiation and people skills. - Self-motivated and able to work both independently and in a team. Minimal supervision should be required. - High attention to detail. - Able to identify and resolve problems when they arise. - Results orientated. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
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Melbourne, Victoria, Australia State Street Full time $180,000 - $250,000 per yearWho we are looking forLead in delivery of client onboarding, analysis expertise, testing, system implementation and production support services to the Transfer Agency business in Australia.Provide support to the Head of Business Support and Global Delivery teams on project implementations, client onboarding and change initiatives.Provide project management...
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Melbourne, Victoria, Australia State Street Full time $120,000 - $180,000 per yearWho we are looking forLead in delivery of client onboarding, analysis expertise, testing, system implementation and production support services to the Transfer Agency business in Australia.Provide support to the Head of Business Support and Global Delivery teams on project implementations, client onboarding and change initiatives.Provide project management...
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