Business Strategy and Planning, Vice President

Who we are looking for We are looking for a highly experienced transformation leader to serve as Vice President, Project Manager for the Onboarding Transformation initiative. This individual will provide the execution leadership required to translate an enterprise vision into an integrated roadmap and deliver coordinated change across business operations, technology, data, risk and controls.

The successful candidate will bring a strong record of leading complex, cross-functional programs in a global and regulated environment. They will be equally comfortable shaping the plan with senior leaders, challenging ambiguity, resolving dependencies and working hands-on with teams to ensure commitments are converted into measurable outcomes.

The individual will bring the mindset and behaviors of an enterprise transformation leader: creating structure, establishing clear ownership, accelerating decisions and maintaining relentless focus on execution. This is not a traditional reporting-focused PMO role. It requires a leader who can connect strategy, operating-model design and implementation across organizational boundaries.

Why this role is important to us

State Street is advancing a strategic transformation of client and account onboarding and the broader lifecycle. The Onboarding Transformation is intended to strengthen how onboarding, ongoing changes and offboarding are managed as one connected capability and establishing how that capability is organized, governed, funded and delivered across the enterprise.

By bringing together strategic intent and disciplined execution, the VP, Project Manager role will help ensure the program is:

• Organized around a clear North Star, defined scope and measurable business outcomes
• Executed through one integrated roadmap across operations, product, technology, data and controls
• Governed through transparent ownership, decision rights and effective escalation
• Focused on improved client experience, reduced handoffs, lower operational risk and greater efficiency
• Mobilized as an enduring enterprise capability rather than a series of disconnected projects

This role exists to provide the structure, pace and cross-functional orchestration needed to move from target-state design into implementation. Working closely with the accountable executive sponsor and senior workstream leaders, the role will provide day-to-day leadership, direction and accountability across the transformation.

What we value

We value leaders who:

• Bring significant experience delivering complex, enterprise-wide transformation programs
• Think end-to-end across the client and account lifecycle rather than within functional silos
• Operate with an enterprise mindset and are effective in highly matrixed organizations
• Create clarity from ambiguity and convert strategy into owners, milestones and decisions
• Balance executive-level perspective with hands-on execution discipline
• Influence senior stakeholders credibly and challenge constructively when progress is at risk
• Use data, evidence and measurable outcomes to drive priorities and assess progress
• Integrate process, technology, data, controls and organizational change into one delivery approach
• Build sustainable governance and operating rhythms without creating unnecessary bureaucracy
• Successful candidates will
• Transformation leadership and integrated planning (primary focus)
• Lead the day-to-day mobilization and execution of the Onboarding Transformation
• Translate the strategic vision and target operating model into a sequenced, integrated implementation roadmap
• Establish and manage milestones, dependencies, deliverables, risks, decisions and the program critical path
• Create transparency across scope, ownership, funding, resources and delivery commitments
• Drive workstreams from definition through implementation, adoption and benefits realization
• Maintain a single view of progress and ensure material issues are surfaced early with clear resolution paths
• Operating model and cross-functional orchestration
• Coordinate target operating model design across onboarding, ongoing lifecycle changes and offboarding
• Help define roles, accountabilities, decision rights, governance and handoffs across organizational boundaries
• Connect activities across Operations, Client Service, Product, Technology, Data, Risk, Compliance and Finance
• Identify overlaps, gaps and competing priorities across existing initiatives and drive their resolution
• Facilitate definition of the initiative North Star, platform boundaries, blueprint, MVP and measurable OKRs
• Delivery governance and executive management
• Establish practical governance and operating rhythms across the workstreams
• Prepare concise, decision-oriented executive reporting on progress, outcomes, risks, dependencies, investment and resource requirements
• Lead working sessions and governance forums that result in clear decisions, owners and deadlines
• Track decisions through implementation and hold workstream leaders accountable for delivery commitments
• Escalate material risks and dependencies with clear options and recommended actions
• Process, data, technology and controls
• Coordinate end-to-end process redesign spanning client request, onboarding, account changes and offboarding
• Partner with business and technology teams on integrated workflow, authoritative client and account data, automation and AI-enabled opportunities
• Ensure preventative and detective controls are embedded in the target process and supporting technology
• Coordinate business readiness, migration, adoption and transition into the future-state operating model
• Ensure transformation delivery strengthens control effectiveness while simplifying the client and employee experience
• Outcomes and benefits realization
• Define baselines, success measures and OKRs for the transformation
• Track outcomes such as onboarding cycle time, handoffs, manual activity, data quality, control effectiveness, client experience and operational efficiency
• Partner with Finance and workstream leaders to maintain a clear view of investment, capacity and realized benefits
• Keep the program focused on adoption and sustained business outcomes, not only completion of project milestones   ·

Qualifications

• Significant experience leading large, complex transformation programs in financial services or another highly regulated industry
• Proven ability to manage initiatives spanning business operations, technology, data, risk and controls
• Demonstrated experience developing integrated roadmaps and driving delivery across multiple interdependent workstreams
• Strong experience with operating-model transformation, process reengineering or platform-based change
• Credibility and confidence engaging executive stakeholders and influencing decisions across organizational boundaries
• Excellent executive communication, problem-solving, facilitation and organizational skills
• Experience in asset servicing, custody, banking, client onboarding, account opening, KYC/AML or lifecycle management preferred
• Familiarity with Agile, product/platform operating models, workflow, automation, data platforms and AI-enabled transformation preferred
• Bachelor’s degree required; advanced degree and relevant transformation or project-management certification preferred

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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