Middle Office Client Solutions Lead, Managing Director

Client Solution Lead

We are seeking an experienced Client Solution Lead to drive a strategic, product- and commercial-led engagement with a large, complex, Global Asset Manager. This individual will serve as a senior solution and client partner for one of STT's largest and most important client relationships, with responsibility for driving structured engagement, shaping negotiations, and defining an overall, end-to-end target operating model by the end of 2026.

The ideal candidate will bring a strong understanding of State Street's operations, technology, roadmap, and organizational structure, and will be able to translate those capabilities into a clear, compelling, and credible client narrative. This person must be able to articulate STT's current-state offering, as well as its committed and aspirational roadmap, in a way that supports client objectives while advancing broader commercial goals.

The successful candidate will be comfortable operating in a complex, matrixed environment and engaging credibly with senior client executives, internal product leaders, operations teams, technology stakeholders, and commercial partners. You will be expected to influence without direct authority, navigate ambiguity, manage organizational complexity, and drive progress through disciplined leadership, sound judgment, and strong executive communication.

This role is critical to State Street as we deepen engagement with a large, strategic client and define a scalable, differentiated model for long-term partnership. The Client Lead will play a central role in aligning client priorities with STT's product and commercial strategy, while ensuring that the resulting target operating model is practical, executable, and aligned to the firm's broader business and technology direction.

Success in this role will require balancing current-state capabilities, near-term commitments, and future-state aspirations to create a credible path forward for the client. The CSM will help shape a multi-year journey that strengthens the client relationship, protects commercial value, and positions STT to deliver a more integrated, end-to-end operating model over time.

This is a high-visibility role with significant impact across client strategy, solution development, commercial engagement, and enterprise alignment.

As a Client Solution Lead, you will lead the end-to-end engagement required to define and socialize a target operating model for a major strategic client, while ensuring alignment across product, commercial, operations, and technology stakeholders.

Key responsibilities include:

• Lead client-facing solution discussions and negotiations focused on defining an overall, end-to-end target operating model by the end of 2026; including but not limited to Middle Office functions such as Collateral Management, Reconciliations, Cash Services and Corporate Actions
• Serve as a senior strategic partner to the client, building credibility and trust through thoughtful engagement, clear communication, and strong command of STT's capabilities and strategic direction
• Articulate STT's current-state offering, committed roadmap priorities, and aspirational future-state capabilities in a manner that is both commercially compelling and operationally credible
• Translate client objectives, pain points, and requirements into a clear operating model vision and a pragmatic, phased solution strategy
• Partner closely with product, commercial, operations, and technology teams to align STT's internal perspective and deliver a coordinated approach to the client engagement
• Drive structured problem-solving across front-, middle-, and back-office considerations, including workflow design, service model definition, operational dependencies, and technology enablement
• Lead the development of interim, transitional, and target-state solution concepts that support client objectives while minimizing complexity, duplication, and unnecessary rework
• Navigate the STT organization effectively to identify decision-makers, remove obstacles, resolve competing priorities, and sustain forward momentum
• Facilitate senior-level discussions across business, product, and functional teams to drive alignment on key solution, commercial, and execution decisions
• Develop clear, concise materials that support executive decision-making, client negotiations, and internal governance processes
• Provide transparent updates on progress, risks, dependencies, issues, and decision points to senior leadership
• Ensure all solutioning and engagement activities comply with legal, regulatory, risk, and internal policy requirements
• Identify opportunities to improve consistency, repeatability, and effectiveness in how STT engages strategic clients on complex operating model transformation efforts

What We Value

• Deep knowledge of State Street's operations, technology capabilities, product direction, roadmap, and organizational structure
• Strong understanding of front-to-back operating models and the practical requirements associated with delivering large-scale client solutions
• Strong commercial acumen, including the ability to support strategic negotiations and align solution positioning to broader client and firm objectives
• Strong judgment, ownership, and accountability, with a clear bias toward action and outcomes
• Credibility in both internal and external forums, including the ability to challenge constructively and influence at senior levels
• High emotional intelligence, resilience, and the ability to sustain momentum in demanding, high-visibility situations
• A collaborative mindset and the ability to work effectively across product, commercial, technology, and operational teams
• Demonstrated alignment with State Street's Enterprise Culture traits:
• Choose to Own It
• Break Through Silos
• Deliver Results Through Integrity
• Do Better Every Day
• Care for Colleagues, Clients, and Community

Education & Preferred Qualifications

• Strong understanding of financial markets, asset servicing, investment operations, and technology-enabled operating models across front-, middle-, and back-office functions
• 15 years + experience in financial services presently in a leadership role, having managed large scale transformation roles.
• Bachelor's degree in business, finance, technology, or a related field required
• Extensive experience in client solutioning, operating model design, strategic program leadership, product management, consulting, or a related leadership role within financial services
• Demonstrated experience leading complex, multi-stakeholder engagements involving strategic clients, commercial objectives, and enterprise-wide coordination
• Proven ability to lead negotiations and solution discussions with senior client stakeholders and internal executives
• Experience translating business strategy and client requirements into practical target-state designs and phased implementation approaches
• Willingness and ability to travel as required

Salary Range:

$170,000 - $252,500 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.

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