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Fiduciary Tax Manager - Charitable Asset Management, VP II - State Street Investment Management

State Street | Stamford, United States | Posted July 04, 2026

Position Overview

Charitable Asset Management

For 40 years, the Charitable Asset Management team has been a leading provider of asset management, administration, and tax services for charitable organizations. We oversee $3 billion of charitable assets for over 200 nonprofit clients. Our work enables charitable planned giving programs to thrive while providing their donors a way to support a mission, receive an income, and ensure a philanthropic legacy. Our specialized group at State Street Investment Management provides the resources necessary for a nonprofit to build and grow a successful planned gift program. This position provides a rare opportunity to join a niche investment and administrative unit within State Street Investment Management.

Duties and Responsibilities

  • Responsible to develop and maintain strong client relationships while delivering high quality, accurate and timely service
  • Mentor, supervise, and train staff
  • Evaluate overall team pe...
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