State Street Global Product Head-Transfer Agency, SVP in North Quincy, Massachusetts


The Global Product Head for Transfer Agency reports to the EVP and Head of Global Banking Products within Global Services and will lead the global transfer agency business. The executive is responsible for creating and executing the strategy to align TA businesses across North America, EMEA and APAC. The executive will be responsible for defining the product offering and creating solutions for enhancing the operating model to support regulated funds, non-regulated funds, and retail clients while at the same time meeting the KPI and SLA commitments made to our clients. The role will be responsible for achieving Beacon targets for technology enhancements and straight through processing initiatives. In addition to leading teams, success in the role will require the ability to build effective relationships and influence across other parts of the organization including technology, accounting, centers of excellence, product managers and business leaders.


  • Define a long-term strategic operating model that is clear and agreed upon
  • Oversee transfer agency operations globally, including services provided in-house and by joint ventures, ensuring service levels are met
  • Manage key relationships with clients, regulators, and vendor organizations, as applicable, to ensure that requests are being met with a satisfactory level of service
  • Manage broad array of operating standards driving innovation, strategic opportunities and best practices
  • Support significant business growth by creating efficient on-boarding approaches and models at scale
  • Create effective multi-location, multi-time zone operations strategies to support achievement of client KPI’s and SLA’s, and achievement of the highest levels of client satisfaction as measured by objective evaluation criteria
  • Instill a culture and environment of risk excellence and ensure compliance with transfer agency regulations globally


The ideal candidate will have demonstrated transfer agency expertise and experience managing a dynamic operating environment in the Financial Services industry. Additional requirements include:

  • Bachelor’s degree and an advanced degree in Business Administration or other related field
  • Minimum of 15 years of executive management experience
  • Subject matter expert in transfer agency business
  • Strong strategic thinker, with ability to quickly assess complex problems, prioritize key issues, and focus on relevant facts
  • Possess excellent communications skills within an organization and with clients
  • Proven ability to detect emerging trends, and encourage and make recommendations for creative change
  • Proven ability to achieve results with the persistence and patience necessary to work effectively with a wide range of internal and external constituents
  • Proven ability to handle multiple priorities and lead team efforts
  • Experience leading multiple operational teams to create scale while maintaining a strong control environment
  • Strong analytical, interpersonal, written, and oral presentations skills

  • Posted 8 Days Ago

  • Full time
  • R-579549