Head of UK Institutional Client Relationship Management and Client Onboarding

Head of UK Institutional Client Relationship Management and EMEA Client Onboarding, Managing Director (London, Hybrid)

This senior role is responsible for leading and developing the UK Client Relationship Management team and the EMEA Client Onboarding team. In addition, the role holder will work with Sales, Global Client Coverage COO and other colleagues to positively influence the client experience for institutional clients across EMEA.

Key responsibilities of the role include:

• Leading and developing the UK Client Relationship Management (CRM) team focusing on the different skills and competencies required across the UK client base. Deploying CRMs appropriately, matching skills and competencies with client requirements, particularly for complex solutions focused clients
• Coaching and up-skilling CRMs, providing guidance and leadership support to aide their growth into talented Relationship Managers across their respective client bases
• Representing UK CRM as lead at complex solutions client review meetings, due diligence meetings and new business pitches. Contributing to new business RFPs on behalf of the UK CRM function
• Keeping abreast of strategic developments in the UK marketplace, in addition to sharing strategic awareness of key developments in the UK marketplace with the team and providing strategic input to strategy discussions as necessary
• Building and leading an EMEA client onboarding project management team focused on the largest and most complex clients. Coaching and developing the team and providing oversight of complex onboarding exercises across the region.
• As appropriate, contributing directly in managing larger more complex onboarding exercises, helping with setting the expectations internally and externally and providing guidance to the project managers on the development of appropriate governance structures to support successful onboarding
• Monitoring evolving client experience market standards and ensuring SSGA is aligned with these and strategically influencing where standards should be raised further to outperform the market, by working closely with the respective teams to implement and adopt
• Representing the UK Institutional Business at board meetings and other forums where UK client specific insights are required.
• Effectively communicating with leaders and colleagues within the organisation to include but not limited to investment, operations, legal and compliance teams, with a view to maximising opportunities and mitigating threats
• Fostering an environment within the team which allows diversity and inclusion to thrive and staff the freedom to allow their talents to blossom and deliver leading engagement and service to clients and consultants with the objective of building client trust, retaining relationships and providing a strong platform to bring on new client relationships
• Demonstrating risk excellence through adhering to and promoting a robust compliant culture. Safeguarding the integrity and culture of SSGA by championing risk and compliance policies that protect our clients’ interests

Personal Profile:

• A strong leader with exceptional people management skills
• Strategically minded and confident communicator experienced in cultivating and nurturing stakeholder relationships, while effectively influencing individuals at all levels through collaborative partnerships
• Excellent verbal and written communication skills; capable of explaining complex concepts in simple terms. Highly accurate with strong attention to detail
• Self-motivated, critical thinker, with strong organizational skills, adaptability and forward-thinking approach
• Proven ability to drive and implement growth initiatives in a complex environment
• Resilient and determined with a propensity to persevere in the face of challenges
• Strong control / risk mitigation mentality with the judgment to escalate when necessary

Professional Profile:

• Seasoned investment professional with a solid understanding of asset management, and substantial experience of managing institutional clients
• Solid experience of client relationship management, the client lifecycle and leading client experience
• Experience with Institutional Asset Aggregators (OCIO, Master Trust, and others), Pension Clients (Defined Benefit and Defined Contribution) and Sub-advisory
• A strong understanding of all major asset classes, in particular LDI, Index Equity and Fixed Income, in addition to pooled and segregated investment structures
• Strong knowledge on the UK institutional fund management industry and the relevant legal structures and regulatory requirements

Qualifications

• Relevant degrees
• CFA, MBA or equivalent qualified

About State Street Global Advisors

What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.

Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Company: State Street Global Advisors

State Street’s Speak Up Line