Kelly Corwin

About Kelly Corwin

Throughout my cross-functional leadership career, I’ve built, scaled and optimized support infrastructure to position the business for sustained operational strength and worked across the global enterprise to drive improvement in services delivery and enable profitable revenue growth.At the intersection of people, process and technology in large public enterprises, mid-sized companies and boutique firms during growth, change and crisis, I’ve developed unique solutions for complex business requirements, steered transformation and built new capabilities, with efforts resulting in:• Consistent client experience • Increased client satisfaction• Strengthened operational risk posture • Improved controls and compliance • Quality data management and insights• Accurate, timely reporting • Reduced cost to serve• Greater capital efficiencyWith my operating executive experience steeped in the investment management space, I have strong command of strategic revenue drivers and the fundamental business mechanics along with the risk and regulatory complexities of the industry. In addition to my operational leadership and client-facing roles over the years, I’ve served as a key contributor to the broader business agenda, various governance committees and external fund board meetings. I lead with a continuous improvement focus and intrinsic motivation to solve problems, remediate deficiencies and remove roadblocks—for clients, employees and internal partners—while demonstrating a rigorous approach to mitigating risk and creating a frictionless, error-free operating environment. Recognized as an accessible, engaged leader, I build high-caliber teams, drive cross-functional collaboration and excel at leading firm-wide planning and execution efforts to achieve shared objectives. I strive to create a learning culture where people feel supported, are challenged and can develop, while serving as a strong mentor to the next generation of leadership talent and DEI champion—promoting hiring diversity and equitable, inclusive business practices.

Experience

1. SVP, Global Chief Operating Officer Top-tier Client Coverage for Institutional Services Division

   State Street

   Jan 2017 — Present · Boston, MA, US

   Throughout my career at State Street extending across client services and operations, I’ve led global teams of up to 250 in fortifying support infrastructure to enable the business and meet evolving client demands while remaining compliant. In my current capacity since 2017, I’ve served as the Voice of the Customer for top-tier clients and partnered with firm-wide leaders to drive improvement in services delivery across the product portfolio (fund accounting, custody, investment management operations, securities lending, financial reporting, treasury service, and performance and risk analytics). In addition to orchestrating a global view of challenges, opportunities and risks for dedicated clients, my collaborative work with cross-functional teams is centered on prioritizing initiatives, remediating the most pressing operational issues and developing actionable strategies to drive requisite change.

Education

• Villanova University

  BS, Finance

Skills

• Financial Analysis
• Trading
• Financial Services
• Investment Strategies
• Relationship Management
• Process Improvement
• Risk Management
• Financial Risk
• 401k
• Vendor Management
• Investment Advisory
• Fund Accounting
• Business Analysis
• Investment Management