Client Portfolio Manager, Asset Servicing - Alternatives Clients - US - SVP

State Street Corporation • Boston, MA

405d • $225,000 - $337,500

About The Position

The Client Portfolio Manager role is pivotal in defining and executing the client commercial strategy for a portfolio of assigned clients, ensuring alignment with the broader cluster strategy. This position is responsible for resource allocation to achieve commercial goals set by senior leadership, while also managing key client relationships to enhance satisfaction and drive revenue growth.

Requirements

• 15+ years of experience in client-facing functions in senior-level roles.
• Hands-on experience in formulating strategy and executing operational plans.
• Strong commercial mindset with the ability to influence and collaborate with colleagues.
• Excellent communication skills and ability to work cohesively within the organization.
• Deep understanding of complex investment servicing solutions and industry trends.
• Strong leadership skills with the ability to influence at senior levels.

Nice To Haves

• Knowledge of global technology trends and their application to digital transformation.
• Experience in customer engagement, sales, support, and relationship management.

Responsibilities

• Develop and execute client commercial strategies to meet performance goals within a client portfolio.
• Drive revenue growth for existing clients by allocating relationship managers and client service officers effectively.
• Implement initiatives to enhance client satisfaction and strengthen relationships within the portfolio.
• Optimize resource allocation to maximize productivity and achieve commercial and servicing goals.
• Provide transformational leadership to increase organizational capability in selling to demanding clients.
• Embed a culture of revenue growth into relationship management practices.
• Address talent needs to ensure top performers are aligned with key relationships.
• Manage talent development and establish an agile work environment with succession planning for critical roles.
• Develop and implement effective growth and long-term business goals.

Benefits

• Generous medical care and insurance plans.
• Comprehensive savings plans.
• Flexible work programs to match personal needs.
• Development programs and educational support for career growth.
• Paid volunteer days and matching gift programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: No Education Listed