Global Head of Client Implementation & Billing Services, MD – State Street Investment Management

Overview

In this role, you will lead the global Client Implementation & Billing Services to ensure timely onboarding and accurate billing while setting a transformation roadmap. You will partner with CX, CCG, Investments, Finance, and COO leadership to deliver a consistent, scalable client experience and strong controls. You will drive adoption of AI, automation, and workflow solutions to improve efficiency and reduce manual work. Your leadership will shape the global operating model and build a high-performing team aligned to the firm’s mission.

Pay / Benefits

• 401K with company match
• comprehensive insurance (medical, dental, vision, life)
• paid time off including vacation and sick leave
• Employee Assistance Program
• incentive compensation eligibility
• flexible work-life support

Responsibilities

• Lead global Client Implementation & Billing Services including onboarding, account setup, invoice setup, billing operations, issue escalation, remediation, and controls
• Define and execute the global operating model and transformation roadmap for consistency, scalability, efficiency, accountability, and end-to-end ownership
• Collaborate with CX Platform and technology teams to define requirements for client implementation, workflow, data, and billing platforms
• Drive AI, automation, and workflow adoption to accelerate onboarding and improve billing accuracy
• Build and develop a high-performing global team with clear accountability
• Partner with senior stakeholders across CX, COO, CCG, Investments, Finance, Legal, Compliance, and Technology to deliver strong client experience and business outcomes
• Support broader CX strategy, business blueprint, and operating-model transformation initiatives

Key requirements

• 15+ years of financial services experience with leadership in asset management, client implementation, billing, or related functions
• 10+ years in senior leadership roles with responsibility for complex operations or global teams
• Experience designing global operating models and leading large-scale transformation
• Experience leading client implementation and billing operations, risk, controls, and remediation
• Experience partnering with technology teams to deliver workflow, data, billing, or client-service platforms
• Strong understanding of AI and automation and their application to operational processes
• Proven ability to influence senior stakeholders and lead high-performing global teams
• Undergraduate degree required; advanced degree preferred

• Executive communication
• Stakeholder management
• Influencing skills
• Workflow, data, and billing platforms
• AI and automation in operations
• Risk and controls in operations

…