Paul Munson Email & Phone Number

Boston, Massachusetts, United States

Boston, MA

Greater Boston Area

• State Street Global Exchange:
• Launched new business division, Global Exchange (GX), as a member of the executive team and service a Chief Administrative Officer (CAO) and Chief of Staff coordinating 700 global employees.
• GX provides research, data and analytic solutions to a global community of 500 clients growing 15%+ per year..
• Grew global footprint by 10% annually executing a variety of strategic projects to deliver new capabilities.
• Led governance model and interaction and execution of projects across all State Street corporate functions including: legal, risk, compliance, audit, human resources, finance, marketing, information security, and.

Greater Boston Area

• Investment Manager Services:
• Chief Administrative Officer (CAO) of State Street’s Investment Manager Services business unit, the world’s leading provider of investment operations outsourcing services with more than US $13T in AUA and global staff.
• Directed and managed strategic planning, divisional goals, led execution of transformation projects, and drove interaction and execution of all work with corporate functions across State Street.

Greater Boston Area

• Large Deal Program Management, Investment Manager Services:
• Senior manager for the PMO office executing the client transition program for the middle office outsourcing business within State Street.
• Provided day-to-day program management across large client outsourcing deals including the outsourcing of investment operations functions to State Street, the assumption of business processes, as well as the lift-out.
• Led teams building the Enterprise technology platform supporting 2500 global staff and managed the transition of client business operations onto platform.

Greater Boston Area

• Online Information Delivery:
• Led team delivering global product management for the primary client facing digital delivery platform.
• Managed evolution of all primary client sites and portals delivering access to service dashboards, exception management, issue escalation and resolution.
• Defined strategic vision for each product, prioritized product enhancements, and managed client migrations across platforms.

Greater Boston Area

• eBusiness Incubator:
• Lead manager and senior business strategist for the Digital Strategy Initiative. Project encompassed all lines of business worldwide with a charter to develop an enterprise-wide digital strategy for the company.
• Defined digital strategy and managed weekly interaction with senior executive leadership including President/COO, Vice Chairmen, CIO, and senior business/technology leaders from each line of business.
• Strategy development process rationalized current state, analyzed key competitors, defined market opportunities, and brainstormed new business initiatives. Developed innovation framework that rationalized ongoing and.

Boston

• Global Financial Technology Services:
• Managed team of project managers, business analysts, and implementation specialists providing product development to automate service delivery to the global custody and fund accounting line of business.
• Projects built new products and services for the delivery of services to a worldwide customer base.
• Representative projects include: European Monetary Union, enhanced trade capture and processing capabilities, automated messaging to sub-custodial network, derivatives accounting and processing and centralized data.

Greater Boston Area

• Senior manager in financial services practice of Accenture, managing all aspects of the consulting sales and delivery cycles. Specialized in projects for large-scale financial services companies. Select project.
• Led design and build out of merger project office for the merger of two large regional banks reporting jointly to Chief Financial Officer and Chief Information Officer.
• Managed team providing leadership to project office activities including status reporting, issue management, merger plan development, quality assurance, and crisis management. 2. Custom Retail Workstation Application.
• Directed the testing and quality teams (45 members) performing system usability reviews, planning and executing all application testing phases, and managing the quality assurance plan. 3. Product Design for Small Case.
• Managed a team of consultants in a new product design effort to develop a small case 401(k) product for a large insurance company.
• Developed product strategy, product specifications, administration requirements, evaluated third party administrators, and performed software selection for a record keeping package. 4. Automated Pricing Control System.