Who we are looking for
We are seeking a motivated, organized, and relationship-oriented professional to join the Clients & IM (Investment Managers) Onboarding Office and Strategic Projects team. This role sits at the center coordinating cross-functional teams to execute New Client and Investment Manager onboardings and manage strategic client projects from initiation through completion.
You will act as a coordinator and driver of progress within the Client Service, ensuring scope clarity, governance discipline, stakeholder alignment, and delivery against agreed milestones. You will partner closely with internal teams (e.g., Operations, Technology, Compliance, Risk, Product) and external client stakeholders to deliver a high-quality, predictable onboarding and project experience.
Why This Role Matters
Client and Investment Manager onboarding and strategic client initiatives are critical moments that shape long-term client satisfaction and operational success. This role helps ensure:
Onboardings launch smoothly and on time, with clear ownership, risk management, and stakeholder communication.
Strategic projects deliver measurable outcomes, aligned to client priorities and State Street commitments.
Cross-functional execution is coordinated, reducing rework and preventing delays caused by unclear dependencies.
What You Will Be Responsible For
Onboarding Delivery & Execution Management
Lead day-to-day coordination of Investment Manager onboardings, ensuring activities are sequenced, owned, and delivered to plan.
Build and maintain onboarding plans, including milestones, dependencies, and deliverables across all involved teams.
Run regular governance routines (status reviews, workstream check-ins, readiness checkpoints), ensuring decisions and actions are tracked to closure.
Proactively manage onboarding risks, issues, and changes, escalating appropriately with clear options and impact analysis. Strategic Client Projects Management
Manage strategic client projects end-to-end (initiation, planning, execution, monitoring, closure) using basic PMO discipline.
Define project scope, success criteria, and delivery approach in partnership with stakeholders.
Coordinate internal and external stakeholders to ensure alignment on timeline, deliverables, and responsibilities.
Track project progress against milestones, identify blockers early, and drive resolution through structured follow-up
Build trusted relationships with client stakeholders and internal partners, enabling effective collaboration and timely decisions.
Facilitate cross-team alignment on priorities, trade-offs, and dependency management.
What We Value
Structured execution – You bring order to complexity: plans, cadence, clear actions, and disciplined tracking.
Communication – You are clear, concise, and confident in written and verbal updates.
Proactivity – You identify risks early, propose solutions, and escalate with clarity when needed.
Adaptability – You can manage shifting priorities while protecting critical milestones and client commitments.
Education & Preferred Qualifications
Experience in project management / coordination roles (client delivery, onboarding, transformation, operations, technology delivery, or similar).
Strong stakeholder management skills, with confidence engaging internal senior partners and external client contacts.
Demonstrated ability to coordinate multiple teams and activities while maintaining focus on deadlines and milestones.
Proficiency with Microsoft Office (Excel, PowerPoint, Word) and collaboration tools (Teams, Outlook, SharePoint).
What You’ll Gain
Hands-on exposure to Investment Manager onboarding and strategic client initiatives in a global financial services environment.
A platform to grow toward broader PM/PMO, client delivery leadership, or product/operational transformation roles.
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. Discover more information on U.S. jobs at StateStreet.com/careers Read our CEO Statement
About State StreetAcross 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.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Skills Required
- Experience in project management / coordination roles
- Strong stakeholder management skills
- Demonstrated ability to coordinate multiple teams
- Proficiency with Microsoft Office and collaboration tools
State Street Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about State Street and has not been reviewed or approved by State Street.
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Retirement Support — Retirement support is framed as a standout component, highlighted by a 401(k) match described as 100% on the first 6% of base salary. This is positioned as a meaningful offset to less competitive cash compensation for some roles.
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Leave & Time Off Breadth — Leave and time off are portrayed as relatively robust, with references to multi-week vacation, paid holidays, sick time, and additional days tied to wellness or volunteering. This breadth is repeatedly treated as a tangible part of total rewards beyond base pay.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle benefits are presented as extensive, including the BeWell program, fitness discounts, onsite or supported health resources, and financial counseling. These offerings are depicted as strengthening the overall benefits proposition even when pay satisfaction is tepid.
State Street Insights
What We Do
At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing. Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to doing what it takes to help you perform better — now and in the future
