Global Credit Finance, Client Strategy Lead, Vice President
About The Position
The Global Credit Finance team oversees a portfolio of 10 products with approximately $100 billion in notional commitments. Its 155+ team members work across the US, EMEA, and APAC. The team aims to attract and retain State Street clients using the firm’s balance sheet and to add income and diversification to the company’s on- and off-balance-sheet investments. The Client Strategy Lead drives Global Credit Finance’s client strategy, engagement, and reporting priorities, partnering with senior leadership and teams across the division and broader organization. As part of the business management team, the role translates strategic client priorities into coordinated execution. It leads client targeting, executive engagement planning, meeting preparation and follow-up, cross-business opportunity coordination, and conference activity. The role also oversees client intelligence, reporting, and CRM practices, and strengthens client data quality, ownership, and governance to support timely, actionable insights and effective decision-making.
Requirements
- Undergraduate degree in Business Management, Finance, Economics, Statistics, or a related discipline.
- At least 6 years of experience in the financial services industry.
- Executive presence and ability to communicate effectively with senior management, including C-suite executives.
- Strong analytical, business partnership, and influencing skills to drive strategic objectives.
- Proven experience executing initiatives on time and achieving the desired outcomes.
- Ability to clearly articulate ideas to internal and external audiences.
Responsibilities
- Liaise between Global Credit Finance products and broader Investment Services and Markets teams, working through complex organizational situations to build shared client priorities.
- Manage jurisdictional expansion implementations after approvals are complete.
- Own the Global Credit Finance client engagement strategy, incorporating a One State Street perspective on conference sponsorships, client events, and executive client meetings.
- Prepare for, participate in, and follow up on meetings.
- Drive account planning across Global Credit Finance and partner with the broader Investment Services team.
- Maintain and streamline data related to executive client engagement, including tracking relevant non-financial metrics using Salesforce and other CRM and data management tools.
- Deliver executive reporting on pipeline and client activity to guide leadership’s strategic decisions.
- Assist Global Credit Finance senior management with ad hoc projects.
Benefits
- 401(k) retirement savings plan with company match
- Basic life insurance and other optional insurance coverage
- Medical insurance
- Dental insurance
- Vision insurance
- Long-term disability coverage
- Paid time off, including vacation and sick leave
- Short-term disability
- Family-care support
- Employee Assistance Program
- Eligibility for annual performance-based incentive awards
- Access to certain tax-advantaged savings plans
- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Employee networks
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What This Job Offers
Job Type
Full-time
Career Level
Senior
