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 full 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 State Street Investment Management’s investment and operational capabilities, service offerings, culture, and vision in order to diagnose issues and resolve problems effectively. The Relationship Manager builds relationships across the Client Coverage Group, 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 is part of the US Institutional Client Coverage Group and 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 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 6 months after hire.
Nice To Haves
- MBA preferred.
Responsibilities
- Manage the day-to-day needs of assigned institutional clients and deliver an exceptional experience across the full relationship lifecycle.
- Strengthen client relationships, support business retention, and increase 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, ensuring a thorough understanding of client expectations.
- Partner with business development teams on strategic client growth and sales initiatives.
- Collaborate with internal teams and stakeholders on client engagement, complex client matters, and improvements to the client experience.
- Lead, prioritize, and execute multiple simultaneous priorities and initiatives.
- Reinforce accountability and ownership with internal stakeholders.
- Comply with policies and procedures in a highly regulated environment.
Benefits
- Retirement savings plan (401(k)) 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.
- 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
