State Street

Job Description

For the Investment Manager Services (IMS) department in our company State Street Bank International GmbH in Munich we are looking for a Vice President Global Client Solutions (m/f) – Job ID R-574495.

Major Responsibilities

  • Responsible for a deal from the period of inception (e.g. the receipt of a Request for Proposal/RFP or the start of due diligence) through to the completion of contract signing or conversion; being deal lead for IMS
  • Prepare client proposals and presentation materials and present at prospective client meetings and consultant meetings, identify cross sell opportunities, as part of the proposal; assist in preparing project information by attending and facilitating client and internal meetings
  • Preparation of deal financials, model, assumptions and internal approval as appropriate; ensure all new business activities follow the established sales process including qualification, the approval process and maintain pipeline reporting; active participation in new deal internal and joint steering committee meetings and escalation of issues as appropriate
  • Develop and maintain relationships with key internal stakeholders including other business lines and corporate functions and external stakeholders, such as clients and consultants
  • Prepare project planning materials and presentations and identify gaps and discrepancies in information gathered during the Due Diligence process
  • Assist in the analysis of current processes and recommends solutions and improved processes; assist in the documentation of Service Level Agreements (SLAs), operating models and transition plans; draft, review and negotiate detailed requirements and documentation such as scope of services
  • Lead the assigned junior team members, Business Analysts, to record meeting proceedings and maintaining tracking documents during the service definition phase
  • Assist the Onboarding & Technology teams in the data migration conversion process and the data initialization of newly deployed Enterprise components
  • Provide appropriate management information as required to support business unit decision making
  • Adhere to limits of delegation and escalation procedures required by your manager so that you comply with internal policies and external regulations
  • Liaise with colleagues within other State Street offices and teams globally; ensure all activities are compliant with corporate standards

Education, Experience and Skills

  • Successfully completed Bachelor and/or Master degree in Finance, Business, Technology or equivalent
  • Membership of a professional body preferred (e.g. CISI, ACA, CIMA, FA)
  • Several years of relevant professional experience gained in the asset management sector, including Investment Operations and/or a client facing role
  • Experience of managing and operating within a client environment
  • Understanding of processes and systems necessary to support investment operations (IMS experience an advantage)
  • Experience in project planning, change management or system to system data conversion
  • Understanding of data mapping between Investment systems an advantage
  • Strong IT skills including MS-Office applications (Word, Excel and Powerpoint)
  • Experience wuth project planning (MS-Project) scheduling and flowcharting software (MS- Visio)
  • Visual basic and Access database skills beneficial
  • Proficiency in English, additional languages beneficial
  • Strong analytical, communication and presentation skills
  • Self-motivated, adaptable self-starter with initiative
  • Teamplayer with ability to work well under pressure within critical deadline situations
  • Display a culture of individual ownership of tasks to embed a clear individual sense of accountability
  • Willingness to travel at short notice


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