Relationship Manager, Assistant Vice President - State Street Investment Management
About The Position
State Street Investment Management’s US Institutional Client Coverage Group is hiring an Assistant Vice President Relationship Manager to deliver an exceptional client experience throughout the lifecycle of assigned institutional client relationships. As part of a collaborative client coverage team, the Relationship Manager manages clients’ day-to-day needs, strengthens relationships, supports retention, and identifies opportunities for growth. The role requires a strong understanding of the firm’s investment and operational capabilities, service offerings, culture, and vision to diagnose issues and solve problems effectively. The Relationship Manager builds relationships with colleagues across the Client Coverage Group, Client Business Office, Operations, Finance, Legal, Compliance, and other teams that support the end-to-end client lifecycle. The role partners with colleagues on client engagement initiatives, complex client matters, and broader efforts to improve the client experience. It reports to the Head of US Institutional Relationship Management.
Requirements
- A minimum of 3–5 years of experience in an institutional client-facing role at an asset management firm.
- Bachelor of Science or Bachelor of Arts degree required.
- Series 3, 7, and 63 licenses required, or must be obtained within 6 months after hire.
- Strong organizational, project planning, and execution skills.
- Ability to navigate complex client relationships.
- Ability to form and cultivate positive relationships with clients and internal partners.
- Ability to thrive in a highly regulated environment and comply with policies and procedures.
- Excellent verbal and written communication skills.
- Positive, can-do attitude that motivates and inspires others.
Nice To Haves
- MBA preferred.
Responsibilities
- Deliver an exceptional client experience across the full lifecycle of assigned institutional client relationships.
- Manage the day-to-day needs of assigned clients, strengthen relationships, support business retention, and identify growth opportunities.
- Develop understanding of the firm’s investment and operational capabilities, service offerings, culture, and vision to diagnose issues and solve problems.
- Build relationships with internal teams supporting the end-to-end client lifecycle.
- Partner with colleagues on client engagement initiatives, complex client matters, and efforts to improve the client experience.
- Support client onboarding and change events while ensuring a thorough understanding of client expectations.
- Partner with business development teams on strategic client growth and sales initiatives.
- Reinforce accountability and ownership with internal stakeholders.
- Lead, prioritize, and execute multiple simultaneous priorities and initiatives.
- Comply with policies and procedures in a highly regulated environment.
Benefits
- 401(k) retirement savings plan with company match
- Basic life insurance
- Medical insurance
- Dental insurance
- Vision insurance
- Long-term disability coverage
- Other optional insurance coverages
- Paid vacation
- Paid sick leave
- Short-term disability
- Family care leave
- Employee Assistance Program
- Eligibility for annual performance-based awards, excluding certain sales roles subject to sales incentive plans
- Eligibility for 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
Mid Level
