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Alpha Business Design and Enablement, Deal Lead, Vice President

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State Street

16d ago

  • Job
    Full-time
    Senior Level
  • Business, Operations & Strategy
    Banking & Finance
  • London
  • Quick Apply

AI generated summary

  • You need client relationship experience, risk consideration, investment operations knowledge, change management skills, and at least 8 years in asset management. Strong analytical skills and adaptability are essential.
  • You will lead client deal processes from RFP to contract, manage a team, develop proposals, conduct meetings, ensure project alignment, and support implementation and communication efforts.

Requirements

  • Client Relationship experience
  • Ability to build trust and client confidence
  • Strong consideration of risk and impact to the company
  • An understanding of processes and systems necessary to support investment operations (middle office experience an advantage)
  • Experience in change management or system to system data conversion
  • Understanding of data mapping between Investment systems an advantage
  • Experience of managing and operating within a client environment.
  • Degree in finance, business, technology or equivalent business experience & qualifications
  • Minimum of 8 years relevant professional experience gained in the asset management sector, including Investment operations and/or Client facing role
  • PC skills, including office applications (Word, Excel and Powerpoint)
  • Project planning (MS-Project) scheduling and flowcharting software (MS- Visio)
  • Visual basic / advanced excel / Access database skills an advantage
  • Strong analytical and communication skills.
  • Presentable and credible in front of clients
  • Drive decisions with internal and external stakeholders
  • Candidate must be self-motivated, adaptable and show initiative.
  • Good team member and be able to work well under pressure with rest of team
  • Candidate must be self-assured and react well within critical deadline situations
  • Requirement for business travel at short notice and flexible working hours: i.e. weekend working and extended hours on occasion, linked to client assignments and project deadlines.

Responsibilities

  • As Alpha Solutions Deal Lead you will:
  • The Vice President (VP) Deal Lead has responsibilities for a prospective client deal from the period of inception e.g. the receipt of a RFP (Request for Proposal), or the start of due diligence through to the completion of contract signing or conversion, they are the ‘Deal lead’ for the deal in entirety – ensuring software and service aligns to client requirements.
  • The VP Deal lead may provide support to multiple engagements simultaneously to ensure work is completed within pre-determined deadlines by managing his/her time appropriately.
  • The VP Deal Lead will manage a team of Deal Analysts to lead smaller deals and support all activities required end to end on the team. Providing strategic direction and guidance to the team in terms of deals worked on.
  • The VP Deal Lead will work with the Sector sales team to develop strategy for investment operations prospects and to identify cross sell opportunities.
  • Also, the VP-Deal Lead will prepare client proposals and presentation materials and present at prospective client meetings and consultant meetings.
  • To provide insight for solutions, the deal lead must develop in-depth knowledge of assigned project and/or product(s) by researching facets of the operation that are unclear and developing a concise picture of the current state.
  • Throughout the service definition/due diligence phase the VP Deal Lead will be required to lead/attend client meetings, to agree business requirements, scope of services, maintain the project plans and provide support to the Project Lead and PMO, in researching and understanding the client requirements in greater depth.
  • The deal lead should develop knowledge of other State Street products to recommend to their supervisor where they may be beneficial. This knowledge can be developed by meeting with product owners, performing research during down times, and as required in a client situation. The deal lead should develop knowledge of non-proprietary products being used in client organizations to determine how they can be leveraged or eliminated.
  • The deal lead should be able to consider multiple solutions for issues and liaise with Product leads as required. This position will conduct brainstorming and planning sessions with team members to facilitate the generation of these ideas.
  • As the pre-contract activities progress, the VP Deal Lead will assist in the documentation and mapping of operating models, Service Level Agreements (SLA) and other associated Transition related documents as outputs.
  • The VP Deal Lead will provide support throughout the life cycle of the business and development of processes through to implementation, client conversion and business as usual.
  • The deal lead will actively communicate the status of work with other team members to ensure that everyone involved is fully informed, and if necessary re-allocate work.

FAQs

What is the primary responsibility of the Alpha Solutions Deal Lead?

The primary responsibility of the Alpha Solutions Deal Lead is to oversee prospective client deals from inception through to contract signing or conversion, ensuring that software and services align with client requirements.

What qualifications are preferred for the deal lead position?

Preferred qualifications include a degree in finance, business, technology or equivalent business experience, along with a minimum of 8 years of relevant professional experience in the asset management sector, particularly in investment operations and/or a client-facing role.

What skills are essential for success in this role?

Essential skills include client relationship experience, the ability to build trust with clients, strong analytical and communication skills, and a solid understanding of investment operations processes and systems.

Will I be working independently or as part of a team?

You will be part of a team, as the VP Deal Lead will manage a team of Deal Analysts and will actively communicate status updates and collaborate with team members to ensure project completion.

Is business travel required for this role?

Yes, there may be a requirement for business travel at short notice, as well as flexible working hours, including weekend work and extended hours linked to client assignments and project deadlines.

What tools and software should candidates be proficient in for this position?

Candidates should be proficient in office applications such as Word, Excel, and PowerPoint, as well as project planning tools like MS-Project and flowcharting software like MS-Visio. Familiarity with Visual Basic, advanced Excel features, and Access database skills are also advantageous.

How does State Street approach diversity and inclusion?

State Street values diverse backgrounds, experiences, and perspectives as essential components of an inclusive work environment. The company actively engages with communities and offers resources to support employees in balancing their professional and personal lives.

What support does State Street provide for employee development?

State Street offers a wealth of development programs and educational support to help employees reach their full potential, along with competitive and comprehensive benefits packages.

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State Street

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At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing. Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to doing what it takes to help you perform better — now and in the future.