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Client Pod Senior Lead, Managing Director

State Street -
Boston, MA

Apply Now

Job Details

Full-time
$170,000 - $252,500 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Revenue growth
Operational analysis
Performance improvement leadership
Economics
Customer relationship building
Defect resolution root cause analysis
Automation
Bachelor's degree in finance
Customer satisfaction tracking
Experience at asset management companies
Bachelor's degree in business
Operations transformation
Mathematics
11+ years
Bachelor's degree in economics
Metrics Reporting
Incident Escalation
Post-sales issue resolution
Leadership development
Finance
Global team management
Compliance reporting
Digital transformation
Change management
Managing clients in a customer support role
Team development
Key Performance Indicators
Quality performance measurement
Collaboration with product development teams
Bachelor's degree

Full Job Description

Who we are looking for:

As the Client Pod Senior Lead, you will have end to end accountability for the AOIA client service experience across all products and services. You will own service quality, operational stability and client confidence, acting as a senior client contact and escalation point to ensure timely resolution of material service issues and consistently strong client outcomes.

You will lead and develop a team of Client Pod SMEs, setting clear expectations for client engagement, governance and performance, and holding teams accountable for delivery against KPIs and SLAs.

Working in close partnership with Relationship Management, Product and Global Delivery teams, you will ensure service readiness, capacity alignment and controlled onboarding into BAU, reducing operational risk, protecting and growing revenue, and driving continuous improvement.

What you will be responsible for

Client Excellence & Experience

Own the global AOIA client service experience, with accountability for delivery against contractual commitments, SLAs and operating standards.

Act as a senior escalation point for client service issues, supporting root ‑ cause analysis and sustainable resolution .

Lead senior client relationships, ensuring effective service reviews, disciplined action management and controlled delivery of material client change.

Define and oversee service performance and risk metrics across quality, timeliness, volumes, growth, cost and operational risk.

Partner with Relationship Management, Global Delivery and AOIA functions to deliver consistent, high quality client outcomes.

Own client satisfaction outcomes, using performance data and client feedback , including NPS , to prioritise improvement.

Represent AOIA in senior client forums, due diligence and control engagements.

Leadership

Set and embed clear performance expectations, standards and metrics that drive consistent client outcomes , service excellence and accountability.

Lead a high perform ing , client centric culture with a One State Street mindset across functions and geographies.

Provide senior leadership to global teams, driving engagement, execution and sustained delivery.

Build leadership capability through talent development, succession planning and targeted progression.

Operational & Risk Excellence

Own workforce planning, productivity and simplification to support a scalable, resilient operating model.

Ensure consistent global service standards, metrics and risk controls.

Provide senior sponsorship for technology delivery, vendor management and new business governance.

Actively manage operational and regulatory risk, ensuring compliance with internal policies and external requirements.

Support audits, regulatory reviews and governance reporting.

Champion transformation and automation initiatives, including the use of AI, to improve service quality, efficiency and resilience.

Education & Preferred Qualifications

Strong understanding of AOIA products, services and operating model, and how these translate into client outcomes.

Strong knowledge of State Street’s enterprise operating model, applying a One State Street approach to align stakeholders and deliver consistent client outcomes

Trusted senior communicator with strong client facing presence and presentation capability .

Proven experience leading and resourcing global, multi ‑ location teams.

Demonstrated ability to lead through change and sponsor transformation.

Strong technical and operational acumen, with the ability to understand complex systems and partner effectively with technology teams on enhancements and automation.

Bachelor’s degree in Finance, Accounting, Business, Economics, Mathematics or a related discipline, or equivalent professional experience.

15+ years of experience in Investment Management operational support

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.

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.

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

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.

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Who we are looking for:

You will lead and develop a team of Client Pod SMEs, setting clear expectations for client engagement, governance and performance, and holding teams accountable for delivery against KPIs and SLAs.

Working in close partnership with Relationship Management, Product and Global Delivery teams, you will ensure service readiness, capacity alignment and controlled onboarding into BAU, reducing operational risk, protecting and growing revenue, and driving continuous improvement.

What you will be responsible for

Client Excellence & Experience

Own the global AOIA client service experience, with accountability for delivery against contractual commitments, SLAs and operating standards.

Act as a senior escalation point for client service issues, supporting root ‑ cause analysis and sustainable resolution .

Lead senior client relationships, ensuring effective service reviews, disciplined action management and controlled delivery of material client change.

Define and oversee service performance and risk metrics across quality, timeliness, volumes, growth, cost and operational risk.

Partner with Relationship Management, Global Delivery and AOIA functions to deliver consistent, high quality client outcomes.

Own client satisfaction outcomes, using performance data and client feedback , including NPS , to prioritise improvement.

Represent AOIA in senior client forums, due diligence and control engagements.

Leadership

Set and embed clear performance expectations, standards and metrics that drive consistent client outcomes , service excellence and accountability.

Lead a high perform ing , client centric culture with a One State Street mindset across functions and geographies.

Provide senior leadership to global teams, driving engagement, execution and sustained delivery.

Build leadership capability through talent development, succession planning and targeted progression.

Operational & Risk Excellence

Own workforce planning, productivity and simplification to support a scalable, resilient operating model.

Ensure consistent global service standards, metrics and risk controls.

Provide senior sponsorship for technology delivery, vendor management and new business governance.

Actively manage operational and regulatory risk, ensuring compliance with internal policies and external requirements.

Support audits, regulatory reviews and governance reporting.

Champion transformation and automation initiatives, including the use of AI, to improve service quality, efficiency and resilience.

Education & Preferred Qualifications

Strong understanding of AOIA products, services and operating model, and how these translate into client outcomes.

Strong knowledge of State Street’s enterprise operating model, applying a One State Street approach to align stakeholders and deliver consistent client outcomes

Trusted senior communicator with strong client facing presence and presentation capability .

Proven experience leading and resourcing global, multi ‑ location teams.

Demonstrated ability to lead through change and sponsor transformation.

Strong technical and operational acumen, with the ability to understand complex systems and partner effectively with technology teams on enhancements and automation.

Bachelor’s degree in Finance, Accounting, Business, Economics, Mathematics or a related discipline, or equivalent professional experience.

15+ years of experience in Investment Management operational support

About State Street