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State Street

Holds assets for institutions and runs index funds

Relationship Manager - Assistant Vice President

Account ManagementConfirmed live in the last 24 hours
Full-timeBoston, MA, USAIn-person

About the Job

Requirements

  • A minimum of 3–5 years of experience in an institutional client-facing role at an asset management firm.
  • Own the client experience, focusing on business retention and increasing visibility with clients.
  • Understand firm capabilities and services to deliver solutions supporting client goals.
  • Navigate complex client relationships, including supporting client onboarding and change events while thoroughly understanding client expectations.
  • Partner with business development teams on strategic client growth and sales initiatives.
  • Demonstrate strong organizational, project planning, and execution skills.
  • Understand and effectively reinforce accountability and ownership with internal stakeholders.
  • Lead, prioritize, and execute multiple simultaneous priorities and initiatives.
  • Form and cultivate positive relationships with clients and internal partners.
  • Thrive in a highly regulated environment requiring full compliance with policies and procedures.
  • Demonstrate excellent verbal and written communication skills.
  • Maintain the required Series 3, 7, and 63 licenses, or obtain them within six months after hire.
  • Hold a BS or BA degree.

Responsibilities

  • Deliver an exceptional client experience across the full lifecycle of assigned institutional client relationships.
  • Manage the day-to-day needs of assigned clients, strengthening relationships, supporting retention, and identifying growth opportunities.
  • Develop an understanding of the firm's investment and operational capabilities, service offerings, culture, and vision to diagnose issues and solve problems effectively.
  • 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.
  • Partner with colleagues on client engagement initiatives, complex client matters, and broader efforts to improve client experience.

Desired Qualifications

  • An MBA is preferred.

About the Company

State Street

Holds assets for institutions and runs index funds

State Street holds and services investments for pension funds, insurers, fund companies, and other large institutions, and it also runs index funds through State Street Investment Management. It launched the first US-listed exchange-traded fund, the SPDR S&P 500 ETF Trust, in 1993, and in 1924 it became custodian of the first US mutual fund. As a custody bank, it safekeeps clients' stocks and bonds, completes their trades, calculates what their funds are worth, and lends their securities to other investors. It earns fees on the assets it services and manages, plus income from currency trading and from interest on client cash. State Street traces its roots to a bank chartered in 1792 and is based in Boston, Massachusetts.

Company size
10,001+
Company stage
IPO
Headquarters
Boston, MA
Founded
1792

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