Client Change Management Specialist, Officer

Collaborate with clients and internal cross-functional teams to understand business needs, requirements, and objectives related to proposed changes, as well as assess document impact.

Assist in the development and management of detailed project plans and timelines for change initiatives, coordinating activities across internal teams and stakeholders. Build strong relationships with internal and external stakeholders, including clients, GCD (Global Clients Division), Alpha and CRD (Charles River Development) Product teams, technical teams, and third-party vendors.

Identify and mitigate any risks, regulatory or compliance issues associated with proposed changes, ensuring minimal disruption to client operations and services, following applicable State street guidelines.

Coordinate and conduct thorough testing and quality assurance activities to validate the successful implementation of changes and ensure alignment with client expectations and internal SDLC (Software Development Life Cycle) requirements.

Provide training and support to clients and internal teams as needed to facilitate the adoption of changes, new processes, and SOPs.

Maintain accurate documentation of change requests, project plans, costs, key volume and productivity metrics, timelines, and implementation activities for future reference and auditing purposes.

Leverage technology, including AI, to evaluate the effectiveness of change management processes and identify opportunities for continuous improvement and optimization to enhance client satisfaction and operational efficiency.

Education & Preferred Qualifications

Excellent client service skills; a customer-centric mindset and a commitment to delivering high-quality service, support, and change management.

Excellent interpersonal, communication, negotiation, and presentation skills, including the ability to interpret complex business problems and solutions in a simplified manner for stakeholders at all levels.

Strong critical thinking and decision-making skills to navigate organizational structures and manage change effectively.

Ability to work independently and collaboratively in a fast-paced, dynamic global environment, managing multiple priorities and SLA deadlines effectively.

Good time management and organizational skills, with the ability to prioritize tasks effectively, meet deadlines, maintain a structured workflow, coordinate multiple projects simultaneously, allocate resources efficiently, and adapt to changing priorities with ease.

Comprehensive knowledge of the full Alpha Front to Back product and service catalogue, SDLC methodology, and industry best practices in change management.

A bachelor’s degree in business or finance, or an equivalent combination of education and experience, is required. PMP or Change Management certification is a plus.

At least 5 years of financial services experience in front-, middle-, and/or back-office functions is required. Preference will be given to candidates with experience in at least two of the three service areas.

Strong knowledge of existing State Street organizational structures and teams is required, in addition to deep business acumen across middle- and back-office systems, functions, and services supported at State Street. Expertise in Alpha Middle Office Services is preferred, whether operational, product-based, or implementation-focused. A strong understanding of investment management principles, financial markets, and institutional client needs and preferences is also required.

Expertise in Microsoft Office, including Visio, Excel, Power BI, and PowerPoint. Experience with JIRA and/or other demand or change management tools.

Salary Range:

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.

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