CareerPlan

Client Experience Strategic Project Management, AVP - State Street Investment Management

Boston, MA, USFull-time$80k–$140k2026-10-14 → 2026-11-09

Core

Lead strategic project management and transformation initiatives to improve client experience efficiency and innovation for institutional investors.

Role type

Senior IC strategic project manager (investment industry)

Builds

Client experience transformation roadmaps, strategic blueprints, and operational improvements for mutual funds, ETFs, and institutional funds.

Domain

Financial services / Investment management

Required skills

Strategic project management, stakeholder engagement, OKR development, requirements gathering, risk management, budget tracking, cross-functional leadership, AI tool adoption, data operations understanding

Preferred skills

Waterfall and agile methods, JIRA, Confluence, SQL, Microsoft Excel, Visio, Powerpoint

Responsibilities

Lead cross-functional strategic alignment initiatives, develop and execute transformation roadmaps, facilitate stakeholder engagement, prepare executive presentations, manage project governance and meetings, track milestones and KPIs, identify AI use cases for project management

Seniority

Senior, hands-on IC