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Relationship Manager, AVP – State Street Investment Management, Boston – Mid-level role focused on institutional client relationships.
Join a collaborative coverage team delivering client experience across the full lifecycle, with opportunities for growth and development.
Title: Relationship Manager, Assistant Vice President - State Street Investment Management
Location: Boston, Massachusetts
Description
State Street Investment Management’s US Institutional Client Coverage Group is hiring a Relationship Manager, AVP (RM). In this role, the RM will deliver an exceptional client experience across the full lifecycle of their assigned institutional client relationships. Working as part of a highly collaborative client coverage team, the RM will help manage the day-to-day needs of assigned clients, with a focus on strengthening relationships, supporting retention, and identifying opportunities for growth.
To be successful, the RM must develop a strong understanding of State Street Investment Management’s investment and operational capabilities, service offerings, culture, and vision to diagnose issues and solve problems effectively. The RM will build relationships across the Client Coverage Group, Client Business Office, Operations, Finance, Legal, Compliance, and other internal teams supporting the end-to-end client lifecycle. The RM will partner with colleagues on client engagement initiatives, complex client matters, and broader efforts to improve client experience.
This role is part of the US Institutional Client Coverage Group, and reports to the Head of US Institutional Relationship Management.
This role requires:
- A minimum of 3-5 years of experience in an institutional client-facing role at an asset management firm
- Ownership of the client experience, focusing on business retention and increasing visibility with clients
- Comprehension of firm capabilities and services to deliver solutions supporting client goals
- Proficiency in navigating complex client relationships, including the support of client onboarding and change events ensuring a thorough understanding of client expectations.
- Partnership with business development teams on strategic client growth and sales initiatives
- Strong organizational, project planning and execution skills
- A clear understanding of, and the ability to effectively reinforce, accountability and ownership with internal stakeholders.
- The ability to lead, prioritize and execute multiple simultaneous priorities and initiatives.
- A demonstrated ability to form and cultivate positive relationships with both clients and internal partners.
- The ability to thrive in a highly regulated environment that demands full compliance with policies and procedures.
- Excellent verbal and written communication skills
- A positive, can-do attitude that motivates and inspires others.
Additional Requirements:
- BS or BA required; MBA preferred
- Series 3, 7 and 63 required or must be obtained within 6 months after hire date
Salary Range:
$80,000 - $140,000 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.
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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.