Client Service, Managing Director (with an OCIO focus)

State Street•Boston, MA

1d•$170,000 - $267,500

About The Position

The Managing Director will lead a Client Service team supporting growth in the emerging OCIO business across asset owners. The role connects institutional client needs with service excellence and operational execution, and represents State Street in coordinating services for clients, consultants, and OCIOs. The position helps strengthen State Street’s client service and operational models, advance One State Street initiatives, and build strategic client relationships. The role works across investments, client service, operations, technology, risk, and relationship and consultant management to deliver integrated solutions from conversion through day-to-day service. It also drives technology adoption, standardizes service models and processes for scale and efficiency, and supports the evolution of service teams toward a structured end state. The successful candidate brings institutional operational expertise, strong asset-owner knowledge, executive communication skills, commercial acumen, and the ability to develop client-focused solutions and lead cross-functional work.

Requirements

Bachelor’s degree.
Institutional operational expertise, particularly in OCIO, asset allocation, portfolio construction, and risk.
Strong knowledge of asset owners, including pensions and other complex institutional investor structures.
Strong communication skills and executive presence, including presenting to internal and external executives.
Commercial and business-development skills to originate opportunities and grow strategic relationships.
Ability to translate client needs into customized, outcome-oriented solutions.
Cross-functional leadership across investments, client service, operations, technology, and risk.
Ability to identify and manage risks and complete related documentation.

Nice To Haves

State Street institutional and structural knowledge.

Responsibilities

Lead a Client Service team focused on, but not limited to, the emerging OCIO business across asset owners.
Orchestrate services State Street provides for clients, consultants, and OCIOs.
Position State Street’s client service and operational models as best in class.
Represent State Street in the growing industry segment by leading projects, client meetings, and presentations.
Partner with SSIM and Markets to expand One State Street initiatives through service excellence.
Manage professionals focused on client service and customer success.
Drive adoption of technology to scale the servicing model for asset owners and provide feedback on OCIO-specific nuances.
Partner across operations, technology, relationship management, and consultant management to deliver integrated solutions from conversion through day-to-day service.
Standardize models and processes to gain scale and efficiencies.
Support the evolution of Service Teams toward a structured end state.
Support client service participation in new-business opportunities and deepen strategic client relationships.
Identify and manage risks for State Street and complete related documentation.

Benefits

Retirement savings plan (401K) with company match.
Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional additional coverages.
Paid time off including vacation, sick leave, short-term disability, and family-care responsibilities.
Access to an Employee Assistance Program.
Incentive compensation, including eligibility for annual performance-based awards, subject to stated exceptions.
Eligibility for certain tax-advantaged savings plans.
Inclusive development opportunities.
Flexible work-life support.
Paid volunteer days.
Employee networks.