The Global Head of Client Reporting will Lead the operational function for client reporting and factsheets in North America, Europe, and Asia Pacific. The Global Head of Client Reporting will play a critical role in developing and executing the strategy for the evolution of capabilities, services, processes, and technology supporting the delivery of client reports, factsheets, data feeds, and other information supporting global clients, consultants, and intermediaries. The role and team will produce, deliver, and provide oversight for reports, data, and information for a range of client types including Institutional Asset Management, Sustainable Investing, ETFs, and Mutual Funds. The Global Head of Client Reporting must demonstrate deep client reporting/data delivery expertise, effective communication, high quality client service track record, and problem solving & decision-making skills.
Primary Responsibilities
- Strategy & Vision: set the strategic direction for the Global Client Reporting Team across regions, client segments, product types, data domains, and functional competencies.
- Global Team Leadership & Operational Management: provide oversight to all aspects of the Global Reporting Operating Model including onboarding, reporting standards, ad hoc/custom reporting, monitoring/metrics/management reporting, stakeholder engagement, audit requests, service delivery partnerships, client/consultant interactions, and outsourcing oversight.
- Define & Manage Key Performance Indicators: set key results and metrics globally and track progress. Drive improvements in quality, timeliness and accuracy of reports – both through tactical and strategic actions. Leverage Net Promoter Score results and other methods to gain measurable and actionable feedback.
- Effective Risk Management: evaluate and improve risk profile for the function by developing the roadmap for operational resilience and business continuity and conducting proactive evaluation of controls and operational effectiveness.
- Lead Continuous Development of Team Capabilities: drive improvement to the capabilities of the Client Reporting Team – product/data domain expertise, technical skills, communication skills, business & data analysis.
- Reporting Tool Transformation & Enhancements: drive strategy for the evolution of all client reporting including performance and attribution, accounting, holdings, consultant data delivery, Sustainability, and other reporting. Provide subject matter expertise contributing to business requirements, analysis documents, data/process flow diagrams, and other key artifacts for ongoing client reporting and data delivery enhancements. Become a subject matter expert on all Client Reporting Tools, related applications, and other State Street & SSGA upstream applications for performance, accounting, holdings.
- Lead Collaboration & Engagement Model: lead collaboration and engagement between the Client Reporting business teams and client facing teams, investment teams, data partners, technical teams, legal/compliance, and vendors throughout monthly operations work flow and project lifecycles. Communicate status with stakeholders, business partners and team.
- The position sits with the SSGA COO organization and will be a direct report to the Global Head of Information Publishing Solutions & Services.
The Successful Candidate Will Be Able To Demonstrate
- Partnership: the ability to partner effectively and constructively to deliver results. The successful candidate will need to work with all major functional team within SSGA and across relevant State Street teams.
- Stakeholder Management: understand the needs of our various stakeholders, develop strong relationships, effective communications and deliver services that fully meet their requirements.
- Strategic Execution: the ability to set and execute a strategic plan for the function that will result in tangible service improvements whilst positioning us to support our evolving complex business needs.
- Leadership: strong, visible leadership that will reinforce the purpose and value of the Global Client Reporting Team.
- Technical skills: strong domain knowledge is required. There will be times where the successful candidate will need to “roll-up their sleeves” to resolve unexplained variances or attribution questions.
Qualifications
- 15+ years working experience in the Investment Industry with 10+ years relevant client reporting experience.
- Deep understanding of Institutional Asset Management, Mutual Funds, and ETFs across a range of data domains including performance, holdings, accounting, pricing, and analytics.
- Proven track record of successfully owning and delivering processes and projects through all aspects of data operations.
- Team and individual professional management skills and experience including goal setting, performance reviews, recruiting, professional development, and other managerial activities.
- Excellent communication, problem-solving and decision-making skills with the ability to effectively communicate with all levels in the organization.
- Experience working with globally distributed teams.
- Excellent analytical skills with the ability to interpret client requirements.
- Strong interpersonal and collaboration skills
- BS/BA or equivalent required.
- Ability to multi-task, prioritize and manage expectations in a fast paced, complex environment
- Experience interacting directly with clients and consultants.
- The ability to work independently
- The ability to work as part of a team creating an environment of cohesion and engagement
- Strong ability to motivate, mentor and engage high performing teams
- Strong active listening skills, highly collaborative, and transparent
- A risk-excellence leader.
Are you the right candidate? Yes!
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
About State Street Global Advisors
What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.
Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Salary Range
$160,000 - $250,000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Job Application Disclosure
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
State Street's Speak Up Line
Job ID: R-759762
