Job Description

State Street Investment Management (State Street IM) is the fourth largest asset management firm globally. Global Funds Management is responsible for all treasury, fund administration, and reporting for our registered and unregistered funds globally. This includes valuation, board liaison and reporting, financial and regulatory reporting, taxation, expense accruals, service provider oversight, new product implementations and change management. We are seeking a strategic and highly organized Vice President to lead the coordination and communication of business strategy and operations to the Boards of Directors for our U.S. registered fund complex, including mutual funds and Exchange-Traded Funds (ETFs). This role is ideal for a professional with deep expertise in the Investment Advisers Act of 1940, the Investment Company Act of 1940, and the operational and regulatory frameworks governing registered funds. The successful candidate will serve as a key liaison between executive leadership and the Boards, ensuring that complex business initiatives are clearly articulated and aligned with fiduciary expectations.

As North America Fund Governance Manager, Vice President, you will:

• Serve as a point of contact for Board communications, ensuring timely, accurate, and transparent information flow to build credibility and foster strong, trust-based relationships with the Boards.
• Lead the development and delivery of board materials that communicate strategic initiatives, operational updates, and regulatory developments.
• Collaborate with senior leaders across Legal, Compliance, Product, Investment Management, Operations, Risk and third parties to synthesize and present complex information in a board-appropriate format.
• Cultivate and sustain strong, collaborative relationships with key internal and external stakeholders
• Coordinate the preparation and review of board meeting agendas, minutes, and follow-up items.
• Ensure alignment of board communications with regulatory requirements and internal governance standards.
• Support the fund lifecycle process, including new product approvals, fund reorganizations, and other board-level initiatives.
• Monitor industry trends and regulatory developments impacting U.S. registered funds, and proactively coordinate the communication of implications to internal stakeholders and the Boards.
• Drive continuous improvement in board reporting processes, leveraging technology and best practices to enhance efficiency and effectiveness.

These skills will help you succeed in this role:

• Deep knowledge of U.S. registered fund structures, particularly ETFs, and the regulatory environment under the Investment Advisers Act of 1940 and the Investment Company Act of 1940.
• Strong understanding of the role and responsibilities of fund Boards and the Investment Adviser.
• Exceptional written and verbal communication skills, with the ability to distill complex topics into clear, concise, and actionable insights.
• Proven ability to manage multiple priorities and stakeholders in a fast-paced, deadline-driven environment.
• Strong interpersonal skills and the ability to build trusted relationships across all levels of the organization.
• Experience with board governance tools and document management systems is a plus.

Education & Preferred Qualifications

• Bachelors degree required; advanced degree preferred.
• 10+ years of experience in asset management, legal, compliance, or fund governance roles.
• Demonstrated experience working within or supporting registered investment advisers, including involvement in board reporting and fund governance.
• Deep understanding of the Investment Advisers Act of 1940 and the Investment Company Act of 1940, particularly as they relate to adviser fiduciary duties.
• Familiarity with adviser business models, including ETF sponsors, mutual fund complexes, and sub-advisory arrangements
• Familiarity with ETF operations, fund accounting, and regulatory reporting.

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we dont necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, were making our mark on the financial services industry. For more than two centuries, weve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. Youll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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