Main Purpose of RoleThe Vice President – Operational Readiness Lead will hold end-to-end accountability for the design, delivery, and implementation of the Target Operating Model for new client onboarding, platform migrations, and large-scale transformation initiatives within Transfer Agency.This is a senior leadership role, responsible not only for coordination but also for driving delivery outcomes, defining the reporting matrix, documenting the TA operating model, ensuring that required development functionality is delivered and tested, and embedding governance structures across the business and operations. The role also includes managing the gap log through to closure, as well as overseeing governance of both the project plan and the technology teams.The VP will:Own the delivery of the Operating Model, ensuring it is scalable, controlled, and aligned to strategic objectivesDefine and implement the end-to-end reporting matrix, including governance forums, tracking, escalation, and executive reportingAct as the senior decision-maker for operational readiness, balancing client, regulatory, and organizational requirementsLead cross-functional teams across multiple locations, ensuring alignment across Operations, Product, Technology, Risk, and ComplianceA core pillar of the role is Financial Crime knowledge, with AML/KYC requirements embedded into all operating model design, onboarding processes, and control frameworks.The VP will be expected to bring deep expertise in AML/KYC, ensuring regulatory obligations are met and proactively shaping best practice within the operating model.Key ResponsibilitiesOperating Model Ownership & DeliveryOwn the end-to-end delivery of the Target Operating Model, from design through to implementation and stabilizationDefine inter-location operating model structures, hand-offs, and accountability frameworksEnsure operational readiness across all functions, including Ops, TA, AML, Client Service, and TechnologyEmbed robust control frameworks, including AML/KYC processes, within the operating modelGovernance & Reporting MatrixDesign and implement the programme governance framework within Operational Readiness, ensuring clear structures for oversight, decision-making, and escalation.Ensure alignment across all Operational Readiness workstreams, with full oversight of:Progression of the Transfer Agency (TA) Operating ModelDefinition and documentation of reporting requirementsDevelopment, tracking, and sign-off of test casesDelivery, tracking, and formal sign-off of agreed milestones and project plansEstablish and maintain robust tracking and reporting mechanisms, ensuring all deliverables are clearly documented, monitored, and governed through to completion.Provide regular, structured reporting to senior leadership, ensuring full transparency of delivery status, risks, dependencies, and key decisions.Own the escalation and resolution of critical delivery, operational, and regulatory issues, ensuring timely decision-making and stakeholder alignment.AML / KYC Leadership (Core Requirement)Act as the SME and accountable lead for AML/KYC integration within all onboarding and operating modelsEnsure all processes meet Financial Crime, AML, and KYC regulatory standardsWork closely with Compliance and Financial Crime teams toDrive continuous improvement in AML/KYC processes and controls across the operating modelClient & Stakeholder LeadershipAct as the senior point of contact for operational readiness with clientsLead negotiations on operating model design, risk decisions, and delivery timelinesBuild strong partnerships across:Operations, UK TATechnology / ZILOProductCompliance / LegalInfluence senior stakeholders and drive alignment across a complex matrix organisationDelivery & Programme LeadershipLead large-scale onboarding, lift-out, and migration programmesOwn risk management, issue resolution, and delivery executionEnsure all deliverables are completed in line with agreed timelines, quality standards, and regulatory requirementsDrive Model Office, UAT, and operational readiness testing at a global levelLeadership & Team ManagementLead and develop direct and virtual teams across multiple locationsProvide clear direction, accountability, and performance oversightFoster a culture of ownership, collaboration, and continuous improvementCore RequirementsEnsure full compliance with all applicable regulatory and operational frameworks, including:Deep expertise in AML / KYC and Financial Crime requirements, ensuring these are embedded across all operating model design and onboarding processesTransfer Agency (TA) Operating Model design and implementationEnd-to-end management of project plans, including governance, tracking, and delivery oversightDesign and execution of the reporting matrix, ensuring clear visibility of progress, risks, and dependenciesOversight and delivery of UAT, Model Office testing, and operational readiness validationManagement of in-flight activities and go-live execution, including ownership of runbooks and transition to BAUMaintain the highest standards of governance, risk management, and control, ensuring all deliverables meet internal policies, regulatory expectations, and client requirementsKnowledge & Competency RequirementsEssentialDeep expertise in AML / KYC and Financial Crime processes (mandatory)Expert-level knowledge of Transfer Agency operating models and onboarding processesProven experience designing and delivering large-scale operating modelsStrong experience in client onboarding, migrations, or platform transformationsDemonstrated ability to operate at VP level, influencing senior stakeholders and driving decisionsExperience designing and implementing governance models and reporting frameworksStrong understanding of regulatory environments and control frameworksProven leadership of cross-functional, multi-location teamsExcellent stakeholder management and communication skillsStrong analytical, problem-solving, and decision-making capabilityAbility to manage complex delivery environments with competing prioritiesDesirableDegree or professional qualificationProject / Programme Management certificationExperience working on platform transformations (e.g., ZILO, TA systems)Exposure to European and UK regulatory environmentsAbout State StreetAcross 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/careersRead our CEO Statement
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