Role at a glance
- Salary
- Not yet verified Check the description for pay details; an amount or pay period has not been verified.
- Location
- Stamford, Connecticut, United States
- Employment
- Full-time
- Experience
- 10+ years of experience in institutional investment management, OCIO, investment consulting, asset management, or related financial services.
- Education
- Bachelor's degree required; advanced degree and/or professional designations are a plus.
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Role Summary
This Vice President, Head of Client Service & Delivery role leads the client service strategy and operating model for the Investment Solutions (Multi-Asset) business within State Street Investment Management. The leader oversees institutional client servicing and a global client service and delivery team, and is a member of the COO leadership team.
What You'll Do
- Develop and implement client service and delivery strategy across Investment Solutions Group.
- Oversee institutional client servicing, including onboarding, reporting, performance measurement and attribution, operational...
- Maintain relationships with key institutional clients and consultants, serving as a trusted advisor and escalation point.
- Lead, develop, and inspire a global team of client service and delivery professionals across multiple regions.
- Establish service standards, governance frameworks, and operating procedures that promote consistency, quality, and scalability.
- Drive initiatives that enhance the client experience through process improvement, automation, and technology-enabled solutions.
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
Vice President level client service and delivery leader for institutional investment management, with 10+ years of relevant experience and a bachelor's degree.
Required
- 10+ years of experience in institutional investment management, OCIO, investment consulting, asset management, or related financial...
- Demonstrated success leading client service, operations, or client delivery activities.
- Proven ability to lead complex transformation initiatives, operating model enhancements, and cross-functional strategic projects.
- Bachelor's degree required
- Strong knowledge of investment reporting, performance measurement, attribution, client onboarding, and operational workflows.
- Deep understanding of institutional investors, including pension plans, endowments, foundations, healthcare organizations, and defined...
- Exceptional communication, leadership, and stakeholder management skills
Preferred
- Advanced degree and/or professional designations
Original job description
Content provided by the employer
Original job description
Content provided by the employer
State Street Investment Management is seeking a Vice President, Head of Client Service & Delivery to lead the client service strategy and operating model for its Investment Solutions (Multi-Asset) business. This leader is responsible for delivering a differentiated institutional client experience while driving operational excellence, scalability, and continuous improvement across the service delivery organization.
As a member of the COO leadership team, the successful candidate will partner with Investments, Client Executives, Business Development, Operations, Technology, Risk, Compliance, and Product teams to enhance client outcomes, strengthen retention, support global business expansion, and advance strategic initiatives.
Key Responsibilities
- Develop and implement client service and delivery strategy across Investment Solutions Group.
- Oversee institutional client servicing, including onboarding, reporting, performance measurement and attribution, operational coordination, and ongoing support.
- Maintain relationships with key institutional clients and consultants, serving as a trusted advisor and escalation point.
- Lead, develop, and inspire a global team of client service and delivery professionals across multiple regions.
- Establish service standards, governance frameworks, and operating procedures that promote consistency, quality, and scalability.
- Drive initiatives that enhance the client experience through process improvement, automation, and technology-enabled solutions.
- Partner with client executives and investment teams to support client retention and delivery of investment solutions.
- Champion organizational change initiatives and help shape future operating model and alignment with broader IM processes.
- Ensure a strong control environment through effective risk management, regulatory awareness, and adherence to firm policies.
- Use data, metrics, and client feedback to continuously improve service quality and organizational effectiveness
Qualifications
- 10+ years of experience in institutional investment management, OCIO, investment consulting, asset management, or related financial services.
- Demonstrated success leading client service, operations, or client delivery activities.
- Proven ability to lead complex transformation initiatives, operating model enhancements, and cross-functional strategic projects.
- Bachelor's degree required; advanced degree and/or professional designations are a plus.
Technical Skills
- Strong knowledge of investment reporting, performance measurement, attribution, client onboarding, and operational workflows.
- Deep understanding of institutional investors, including pension plans, endowments, foundations, healthcare organizations, and defined contribution plans.
- Exceptional communication, leadership, and stakeholder management skills
What Success Looks Like: The successful candidate will build and sustain a high-performing global organization that delivers exceptional client outcomes, supports business expansion, drives operational efficiency, and strengthens State Street Investment Management's reputation as a trusted partner to institutional investors. The role requires a leader who can balance strategic vision with disciplined execution while fostering a culture of accountability, collaboration, innovation, and client focus.
Salary Range:
$110,000 - $188,750 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
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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About the company
State Street
Large Enterprise
State Street is a leading financial services and bank holding company, headquartered in Boston, Massachusetts. With a strong focus on investment management and servicing solutions, State Street supports institutional investors worldwide by providing services such as asset management, investment research, and trading. Renowned for its commitment to innovation and sustainability, State Street leverages advanced technology and data analytics to enhance investment strategies and customer experiences. The company prioritizes diversity and inclusion within its workforce, reflecting its dedication to fostering a dynamic and collaborative environment.