Full-Time

State Street Trustees Limited

Sstl, Client Manager, Assistant Vice President

Confirmed live in the last 24 hours

State Street

State Street

10,001+ employees

Asset management and custody banking services

Fintech
Financial Services

Senior

Company Historically Provides H1B Sponsorship

London, UK + 1 more

More locations: Edinburgh, UK

Hybrid working – 2 days in office minimum.

Category
Asset Management
Finance & Banking
Requirements
  • 5 years+ financial services knowledge/experience.
  • Ideally, previous experience of client relationship management within the financial services industry.
  • Knowledge of UK collective investments schemes, the role of the depositary and fund administration/operations is preferable.
  • Excellent written and oral communication skills.
  • Proactive, can-do attitude.
  • Ability to prioritise multiple requests effectively.
  • Works with minimum supervision.
  • Excellent attention to detail.
  • Ability to advocate and challenge while maintaining positive relationships.
  • Ethical mindset commensurate with the depositary’s fiduciary role.
Responsibilities
  • Provide an excellent standard of service to SSTL’s clients including timely responses to queries, prompt delivery of meeting materials etc., while maintaining cognisance of the Depositary’s fiduciary responsibilities.
  • Develop and maintain a deep understanding of the client organization and strong relationships with client counterparts.
  • Take responsibility for client account planning and relationship governance including regular service review meetings.
  • Advocate for clients within SSTL and State Street, as required.
  • Undertake client calling plans and provide client reporting (MI packs/Executive Summaries).
  • Establish a strong working relationship with SSTL service delivery teams.
  • Maintain positive relationships with clients’ State Street Relationship Managers and service teams in relation to other relevant State Street products, as relevant.
  • Oversight of client profitability.
  • Contribute to client conferences, entertainment, development of new SSTL products and regulatory change matters, as needed.
  • Contribute to new business opportunities – RFPs & rate modelling.
  • Contribute to and coordinate client fund launches and other fund change activity. Manage the governance around any such new funds and changes through the New Business and Product Approval Forum.
  • Maintain knowledge of relevant market and regulatory developments impacting SSTL and its clients.
  • Escalate relevant client matters within SSTL and/or State Street as appropriate.
  • Support the team in maintaining excellent standards of governance, including a strong control environment. Demonstrate 'risk excellence' and an ethical mindset.

State Street Corporation provides asset management and custody banking services to institutional investors, including mutual funds and pension funds. Its division, State Street Global Advisors, manages investment portfolios and offers advisory services tailored to clients' financial goals. The company distinguishes itself through its commitment to innovation and promoting diversity and inclusion within its workforce. State Street aims to deliver high-quality financial services while fostering a supportive and inclusive culture.

Company Stage

IPO

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

N/A

Growth & Insights
Headcount

6 month growth

-10%

1 year growth

-10%

2 year growth

-10%
Simplify Jobs

Simplify's Take

What believers are saying

  • State Street's strategic acquisitions, such as stakes in BWP Trust and Australian Clinical Labs, indicate robust growth and expansion opportunities.
  • The company's exploration of blockchain-based payment solutions, including stablecoin and token launches, positions it at the forefront of financial technology innovation.
  • State Street's strong leadership team, with recent high-profile appointments, underscores its commitment to maintaining a competitive edge in the industry.

What critics are saying

  • The competitive nature of the financial services industry requires State Street to continuously innovate to maintain its market position.
  • Regulatory challenges and compliance issues, especially with new ventures like stablecoin and token launches, could pose significant risks.

What makes State Street unique

  • State Street's focus on institutional investors, including mutual funds and pension funds, sets it apart from competitors who may target a broader audience.
  • The company's commitment to innovation, such as exploring stablecoin and token launches, demonstrates its forward-thinking approach in the financial services industry.
  • State Street's emphasis on diversity and inclusion, highlighted by initiatives like WomenInFinance, distinguishes it as a leader in fostering a supportive and inclusive workplace.

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