Job Description Basic Purpose: 
Individuals at this level are held accountable for effectively managing problems and assessing how to best satisfy client requests. Unit Managers have a big picture focus on operations and system needs and assist in developing and implementing enhancements. Individuals have a solid understanding of service requirements for specific area/operations/product and/or client. They filter several issues and work closely with high level internal and external business partners. 
 
Primary Job Duties and Responsibilities: 
" Responsible for the direction and training of subordinate managers. 
" Allocates and coordinates resources and handles personnel related issues. 
" In conjunction with more senior management, develops, recommends and executes business plans. 
" May participate as part of the sales team to secure new business. Develop fee proposals. 
" Maintains direct client contact on client relationships for contract negotiation, problem resolution, etc. 
" Responsible for profitability of assigned client group, proactive account planningongoing contact initiatives for larger customers,product development 
" Manage conversions of new business. 
" Serve on committees. Help define and implement new company initiatives. 
" Manage relationships with key contacts in client companies, making sure that requests are being met and that clients are satisfied with their level of service. 
" Assess operational effectiveness and make suggestions to streamline functions. 
" Monitor profitability of the client base and take appropriate steps to ensure that clients become or remain profitable. 
" May perform other duties as requested. 
"Assess measure and manage risk exposure as part of standardized business practices; immediately address and escalate issues, as appropriate, to sustain strong financial performance. 
 
 
Unit Managers have several external contacts, typically at senior levels within client organizations. Unit Managers own the relationship with the client and are key contacts for complaints and special requests. They help in cross selling other State Street products to their clients. Individuals have considerable experience and knowledge. 
 
Minimum Job Specifications: 
" Equivalent to a B.S. degree in Finance, Accounting, Business or related field. 
" Minimum 8 to 10 years of related Investor Services operations, client and/or product experience, most of which must have been in a management capacity. 
" Knowledge of financial securities markets, language and products as well as legal and regulatory requirements. 
" Ability to develop business relationships within and outside the organization. 
" Strong interpersonal, organizational, and management skills 
" Strong problem resolution and analytical skills 
" Working knowledge of MS Office applications and spreadsheet proficiency. 
 

 

 SalaryNot specified 

 Travel RequiredNot specified

 Employment TypeFull-time

 

 


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