Head of Transfer Agency Projects and Business S... @ State Street
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About the Role: Head of Transfer Agency Projects and Business Support
This role leads client onboarding, business analysis, testing, system implementation and production support services for the Transfer Agency business in Australia. You will support the Head of Business Support and Global Delivery teams on project implementations, change initiatives, and client onboarding, while also providing project management for key strategic projects.
What You Will Be Responsible For
Business Analysis: Deliver all Transfer Agency Projects for the Australian business by documenting requirements, engaging technology vendors, coordinating with IT on deployments, creating test plans, testing, releasing documentation and training the business.
Create and manage project plans and trackers for implementations and client delivery. Participate in monthly SLA and governance meetings with IT heads, manage production issues, support vendor management, onboard new business including data migration and analysis, and support client transitions.
Additionally, handle Information Security Risk Management and Third Party Risk Management issues, support resource allocation, and assist with compliance and funding business cases.
Knowing Your Clients (Internal / External)
Establish strong relationships with internal teams and external vendors, understand client organizations, and ensure commitments are delivered within budget and on time in collaboration with State Street IT teams.
Risk Management & Internal Controls
Improve processes to mitigate risk by recommending and implementing better controls and procedures following best practice change management techniques. Support State Street’s risk management and compliance goals.
Key Organisational Relationships
- Transfer Agency – Global Head of Strategic Initiative
- Transfer Agency – Global Head
- Transfer Agency – APAC Regional Leads
- IT - Application Development/Maintenance and Solutions Design & Planning
- IT - Head of Australia
- Product Leads, Client Service and APAC Change Management
Education & Preferred Qualifications
Possession of robust business analysis and project management skills, with a strong knowledge of managed funds, Transfer Agency operational flows, and IT infrastructure. Finance experience with a Transfer Agency background is desired.
About State Street
State Street is one of the world’s largest custodian banks and asset managers. With a history spanning over two centuries, State Street supports institutional investors with investment servicing, research, trading, and management while fostering an inclusive and growth-oriented work environment.
State Street offers competitive benefits, flexible work programs, and extensive development programs to help you grow professionally.
Key skills/competency
- Project Management
- Business Analysis
- Client Onboarding
- Transfer Agency
- Testing
- Risk Management
- Vendor Management
- Compliance
- IT Coordination
- Change Management
How to Get Hired at State Street
🎯 Tips for Getting Hired
- Customize your resume: Align skills with project management and analysis.
- Highlight relevant experience: Emphasize finance and IT backgrounds.
- Network on LinkedIn: Connect with current State Street employees.
- Prepare for technical questions: Review business analysis and risk management examples.