CareerPlan

Global Head of Shareholder Services, MD - State Street Investment Management

Boston, Massachusetts, USFull-time$170k–$253k2026-10-21 → 2026-11-12

Core

Lead global Shareholder Services operations, strategy, and transformation for State Street Investment Management, ensuring high-quality client experience and operational excellence.

Role type

Senior IC Head of Shareholder Services (Global)

Builds

Global Shareholder Services operating model, COMPASS technology platform capabilities, and scalable operational processes.

Domain

Asset Management / Financial Services Operations

Required skills

Global operational leadership, strategic transformation, BAU operations management, incident escalation and remediation, technology partnership, AI and automation adoption, team building, stakeholder management

Preferred skills

MBA or equivalent advanced degree, experience with emerging AI capabilities

Technologies

COMPASS platform, AI tools, automation frameworks

Responsibilities

Lead global Shareholder Services organization for BAU execution and incident management; Define strategic direction and design new global operating models; Partner with technology teams to define requirements for the COMPASS platform; Drive adoption of AI and automation to enhance efficiency; Build and lead high-performing global teams; Partner with senior stakeholders across CX, COO, and Investments.

Seniority

Senior, hands-on IC