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Lead client onboarding and implementation on the Alpha Platform as a mid-level Account Service Implementation Analyst.
Drive project delivery, stakeholder coordination, and process improvement for institutional investors at State Street.
Who we are looking for
The State Street Account Services Implementation team is seeking a versatile individual with strong business analysis and project management skills to support the Account Services workstream in implementing Clients onto the Alpha Platform. The successful candidate must possess skills in functional requirements gathering and documentation; excellent verbal, written, and presentation skills; a proven ability to gather and interpret client requirements and liaise between business/implementation client and technology teams specializing in Front Office, Middle Office & IBOR. Strong collaboration skills are a must. The candidate must also possess strong project management skills including a proven ability to drive end-to-end client onboarding and implementation initiatives, ensuring timely delivery, effective stakeholder coordination, and adherence to agreed milestones.
Why this role is important to us
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen, implementation teams are needed to help clients navigate employees and the organization as a whole during their initial onboarding. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for
As an Account Services Implementation Analyst and Project Manager, you will
- Support the delivery of Alpha Front-to-Back (F2B) Account Services implementations, contributing to target operating model design and ensuring alignment with client onboarding and servicing requirements
- Partner with clients, other Account Services Implementation Leads, Account Services BAU teams, and internal stakeholders to gather and document business requirements, translating them into clear use cases and functional specifications for product development
- Coordinate account onboarding and conversion activities, ensuring accurate account setup, data readiness, and alignment with implementation timelines
- Develop and maintain subject matter expertise in the Account Services Account Configuration & Maintenance tool and other tools used by the Account Services function, supporting configuration design, solution validation, and client onboarding activities
- Document and validate account lifecycle workflows, including account setup, amendments, and maintenance processes, ensuring alignment with Alpha operating models
- Support end-to-end testing activities, including test planning, script validation, and execution coordination
- Contribute to Alpha client onboarding and implementation efforts, ensuring effective transition from project delivery to BAU Account Services support
- Participate in client-facing workshops and working sessions to support requirements gathering, data mapping, and alignment on Alpha configuration standards
- Analyze account static data requirements to ensure accurate configuration, supporting downstream processing across the Alpha platform
- Ensure all requirements, configuration decisions, and implementation artifacts are documented in line with Alpha governance and control standards
- Demonstrate ownership and accountability for assigned deliverables, ensuring timely and high-quality execution across onboarding and implementation activities
- Facilitate client and internal meetings to review requirements, validate configurations, and track implementation progress
- Support end-to-end project delivery for the Account Services implementation by tracking milestones, managing deliverables, and ensuring adherence to agreed timelines and scope
- Assist in project planning activities, including development and maintenance of project plans, RAID logs (Risks, Actions, Issues, Dependencies), and status reporting
- Monitor project progress and proactively identify risks and issues, coordinating with stakeholders to drive timely mitigation and resolution
- Maintain clear and consistent project reporting, providing updates on progress, risks, and key decisions to internal stakeholders and client counterparts
- Drive follow-up on action items from project meetings, ensuring accountability and timely closure across all stakeholders
What we value
These skills will help you succeed in this role
Alpha Platform Expertise: Ability to quickly and efficiently develop a strong working knowledge of Alpha Account Services capabilities, including the Account Configuration & Maintenance (ACM) workflow tool and account lifecycle processes (onboarding, maintenance, and termination).
Business Analysis & Requirements Management: Ability to translate client servicing needs into clear business requirements, use cases, and functional specifications
Project Delivery & Governance: Proven capability to manage project timelines, track dependencies, and support delivery through structured frameworks, including risk/issue management and adherence to Alpha implementation standards and lifecycle phases
Stakeholder & Client Engagement: Strong communication and facilitation skills to lead workshops, align stakeholders, and act as a liaison between clients, Account Services, and technology teams throughout the implementation lifecycle
Account Lifecycle & Data Configuration Understanding: Ability to quickly and efficiently develop a proficient understanding of account static data, configuration dependencies, and enrichment processes required to successfully set up and maintain portfolios across the Alpha platform
Education & Preferred Qualifications
Bachelor's degree in Business, Accounting, Finance, MIS, Information Technology, or related field of study
8+ years’ experience in project management or business analysis
Salary Range
$70,000 - $118,750 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.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home .
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.
Discover more information on jobs at StateStreet.com/careers
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