Vice President, Head of Client Service & Delivery Greater Boston, MA Area + 1 more

The Company is seeking a Vice President, Head of Client Service & Delivery to lead client service strategy and the operating model for its investment solutions business. The role oversees institutional client servicing, including onboarding, reporting, performance measurement, operational coordination, and ongoing support, while serving as a trusted advisor and escalation point for clients and consultants. The successful candidate will lead a global team, establish service standards and governance, and drive improvements through process optimization, automation, and technology. They will partner across business functions to strengthen client outcomes and retention, support expansion, lead transformation initiatives, and maintain effective risk and control practices. Candidates should have at least 10 years of experience in institutional investment management, investment consulting, asset management, or related financial services, with demonstrated success leading client service, operations, or delivery teams. Experience with complex transformation initiatives, operating model improvements, and cross-functional projects is required. A bachelor’s degree is required; an advanced degree or professional designation is an advantage. Strong knowledge of investment reporting, performance measurement and attribution, client onboarding, and operational workflows is essential, along with an understanding of institutional investors and excellent communication, leadership, and stakeholder management skills.

Hiring Company

State Street