Relationship Manager, Assistant Vice President - State Street Investment Management

State Street•Boston, MA

21h•$80,000 - $140,000

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 develop effective solutions. The Relationship Manager builds relationships with colleagues across Client Coverage, the Client Business Office, Operations, Finance, Legal, Compliance, and other internal teams involved in the end-to-end client lifecycle. The role also partners with colleagues on client engagement initiatives, complex client matters, and broader efforts to improve the client experience. The position 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.
Strong organizational, project planning, and execution skills.
Ability to effectively reinforce accountability and ownership with internal stakeholders.
Ability to lead, prioritize, and execute multiple simultaneous priorities and initiatives.
Demonstrated 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.
BS or BA degree required.
Series 3, 7, and 63 licenses required, or must be obtained within six months after hire.

Nice To Haves

MBA preferred.

Responsibilities

Deliver an exceptional client experience across the lifecycle of assigned institutional client relationships.
Manage the day-to-day needs of assigned clients, strengthen relationships, support retention, and identify opportunities for growth.
Develop an 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 client experience.
Own the client experience, with a focus on business retention and increasing visibility with clients.
Understand firm capabilities and services to deliver solutions that support client goals.
Navigate complex client relationships and support client onboarding and change events while understanding 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 fully with policies and procedures in a highly regulated environment.

Benefits

401(k) retirement savings plan with company match.
Basic life, medical, dental, vision, long-term disability, and optional insurance coverage.
Paid time off, including vacation, sick leave, short-term disability, and leave for family care responsibilities.
Access to an Employee Assistance Program.
Incentive compensation, including eligibility for annual performance-based awards, subject to exclusions and applicable sales incentive plans.
Eligibility for certain tax-advantaged savings plans.
Inclusive development opportunities.
Flexible work-life support.
Paid volunteer days.
Employee networks.