Senior Consultant Relations Liaison, VP II - State Street Investment Management

State Street•Boston, MA

17h•Hybrid

About The Position

State Street Investment Management is seeking a senior-level Consultant Relations professional with deep institutional experience to develop, manage, and expand relationships with key research and field consultants across the U.S. Reporting to the Head of Consultant Relations, Americas, this individual will partner closely with Consultant Relations, Sales, Relationship Management, Client Service, and Investment teams to drive new business, enhance consultant engagement, and support the retention and growth of institutional clients.

Requirements

10+ years of relevant experience in asset management, with significant exposure to institutional consultant relations and preferably in a consultant relations role.
Demonstrated success in influencing consultant outcomes, including achieving product ratings, search activity, and revenue growth with their clients and OCIO teams.
Deep understanding of investment products and strategies across asset classes, and the institutional consulting landscape
Proven ability to build and maintain senior-level relationships with consultants and institutional stakeholders
Strong commercial mindset with the ability to identify and execute on growth opportunities
Excellent communication, presentation, and relationship management skills, with the ability to deliver clear and timely messaging
Highly collaborative, with a track record of working effectively across teams and functions
Self-starter with strong execution skills, persistence, and results orientation
Established relationships with national and regional consultant firms (e.g., global, national, and alternatives-focused firms)
Experience navigating consultant relationships through organizational or market change environments
Series 7 and 63 licenses (or ability to obtain within 6 months)

Responsibilities

Develop and execute strategic consultant coverage plans, including targeted business development initiatives and relationship expansion with research, field consultants, OCIO teams and senior decision-makers
Drive increased consultant engagement outcomes, including improved product ratings, greater participation in client searches, and revenue generation through consultant channels
Manage relationships across both consultant headquarters and field offices and a select number of OCIO search firms
Collaborate with Portfolio Managers, Investment Strategists, Sales, and Relationship Management to position firm capabilities effectively across assigned consultant firms
Maintain regular, proactive engagement with consultant contacts and OCIO search firms to deepen their understanding of the firm’s investment capabilities, product offerings, and strategic priorities
Provide structured feedback, competitive intelligence, and market insights to internal teams, including meeting notes and analysis of industry trends
Develop and maintain deep knowledge of assigned consultants, including their business strategies, client base, decision-making processes, and manager evaluation frameworks
Contribute to the development of account plans, measurable goals, and tracking of progress across consultant relationships
Serve as a key liaison across internal teams to ensure consistency in consultant engagement, marketing materials, and communication

Benefits

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
eligibility for certain tax advantaged savings plans
inclusive development opportunities
flexible work-life support
paid volunteer days
vibrant employee networks