Relationship Management Analyst, Senior Associate

State Street•Boston, MA

1d•$52,000 - $87,880

About The Position

The ideal candidate possesses a client-centric mindset and a strong background in financial services. The Relationship Management Analyst (RMA) role supports State Street’s Relationship Management (RM)organization within the Institutional Services Asset Owner Team. The RMA will prioritize high impact revenue generating activities to increase RM capacity with a goal in mind to retain existing business, grow wallet share, and close deals. To this end, the RMA will perform value added tasks to make a positive impact on the retention and sales cycles for those RM’s revenue growth targets. The role includes direct exposure to the development of prospective/existing client strategy, assisting with deal structuring support, crafting client presentations, and providing support to associated revenue generating activities. The role is based in Boston, MA. You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. This role will focus specifically on Asset Owner clients. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities. Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for. What you will be responsible for: • Create and/or tailor professional sales collateral, including general and customized client solution presentations, case studies, analysis of segment-specific themes and insight • Assist in deal structuring including preparing documentation for internal deal approvals • Participate in deal analysis, including post-mortem reviews intended to identify areas for improvement throughout the sales lifecycle • Support for ad hoc initiatives and projects related to sales and coverage, including: touchpoint for client administration for contracts, fee schedules and other legal documentation, support for account planning process, coordination and preparation of client meetings, completion of deal intake forms, and AdTrax compliance • Perform basic project management of activities, including prospective and existing client Request for Proposal (RFPs), Due Diligence requests (DDQs), Requests for Information (RFIs), and other similar requests • Other ad hoc query resolution to support sales and relationship managers These skills will help you succeed in this role: • Manage the end-to-end project lifecycle • Problem resolution skills to quickly identify and address issues • Team player who is willing to contribute and take a proactive role in servicing clients and prospects • Detail-oriented • Ability to work under pressure in a deadline-driven environment • Strong interpersonal and communication skills Education & Preferred Qualifications • Bachelor’s Degree with business related coursework or a degree in Business Management, Accounting, or Finance is preferred. • Minimum 1-3 years of related back office servicing experience or sales & relationship management support experience is preferred • Computer proficiency (Microsoft Office suite: Excel, PowerPoint, Word, etc.) Additional requirements • Proficiency in English language communication • Salesforce CRM experience a plus Are you the right candidate? Yes! We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit. About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you. State Street is an equal opportunity and affirmative action employer. Salary Range: $52,000 - $87,880 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit https://hrportal.ehr.com/statestreet/Home. About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement

Requirements

Manage the end-to-end project lifecycle
Problem resolution skills to quickly identify and address issues
Team player who is willing to contribute and take a proactive role in servicing clients and prospects
Detail-oriented
Ability to work under pressure in a deadline-driven environment
Strong interpersonal and communication skills
Bachelor’s Degree with business related coursework or a degree in Business Management, Accounting, or Finance is preferred.
Minimum 1-3 years of related back office servicing experience or sales & relationship management support experience is preferred
Computer proficiency (Microsoft Office suite: Excel, PowerPoint, Word, etc.)
Proficiency in English language communication

Nice To Haves

Salesforce CRM experience a plus

Responsibilities

Create and/or tailor professional sales collateral, including general and customized client solution presentations, case studies, analysis of segment-specific themes and insight
Assist in deal structuring including preparing documentation for internal deal approvals
Participate in deal analysis, including post-mortem reviews intended to identify areas for improvement throughout the sales lifecycle
Support for ad hoc initiatives and projects related to sales and coverage, including: touchpoint for client administration for contracts, fee schedules and other legal documentation, support for account planning process, coordination and preparation of client meetings, completion of deal intake forms, and AdTrax compliance
Perform basic project management of activities, including prospective and existing client Request for Proposal (RFPs), Due Diligence requests (DDQs), Requests for Information (RFIs), and other similar requests
Other ad hoc query resolution to support sales and relationship managers

Benefits

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
inclusive development opportunities
flexible work-life support
paid volunteer days
vibrant employee networks

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