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Regional Performance and Analytics, Managing Director

State Street in
Sacramento, CA Full Time
POSTED ON 3/2/2025
AVAILABLE BEFORE 6/2/2025

Regional Performance and Analytics, Managing Director (Finance)

Why this role is important to us

Join our global Performance Analytics organization and collaborate with some of North America's top institutional organizations. You will lead a regional team that will partner with and directly service senior investment staff on their Analytics subscription with functions including : interpretation of results, optimization of data mining and visualization tools, profitability and revenue growth along with strategic management of satisfaction and remediation plans. This is a senior position that will work with the national and global Analytics team to help craft the ongoing direction of the Analytics group service model and its technology roadmap.

What you will be responsible for

  • Management of three to six Analytics teams that manage daily client interactions.
  • Develop strategy plans to ensure client satisfaction, profitability and future growth and serve as senior escalation point for clients and internal business partners.
  • Effectively communicate with State Street executive management team on issues, strategic direction and implementations.
  • Identify, hire and develop talent from within State Street and the open market including targeted development plans.
  • Work with leads to identify and progress opportunities and prevent losses.
  • Ensure staff training and development programs are in place and up to date.
  • Champion best practices and adherences to acceptable risk policies.
  • Develop KPI's and report to business unit owners on appropriate metrics with supporting remediation plans.
  • Collaborate with global Analytics team to ensure best practices are well understood and fully utilized.
  • Document, facilitate and remediate departmental audit programs.
  • Understand technology and ensure the demand management program addresses items that will benefit regional accounts.

What we value

  • Ability to create and maintain high client satisfaction and data quality across regional accounts with a continual focus on revenue generation and profitability.
  • Effectively recruit, develop and manage team members to take on increasing levels of responsibility.
  • Superior interpersonal and leadership skills to influence senior investment staff and motivate global teams.
  • Highly skilled at working across organizations / regions and fostering collaboration in the face of obstacles.
  • Passion to build, train and maintain a team of top talent.
  • Education & Preferred Qualifications

  • BS / BA in accounting, finance or economics related area.
  • CFA / CIPM preferred.
  • 15 years of Investment Performance, Analytical or equivalent experience.
  • 10 years of management experience.
  • Ability to inspire and motivate team and foster a collaborative, productive environment.
  • Additional requirements

  • Willingness to travel.
  • 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, we're making our mark on the financial services industry. For more than two centuries, we've 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. You'll 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 :

    170,000 - $252,500 Annual

    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.

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    Salary : $170,000 - $252,500

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