Full-Time

Relationship Management

AVP

Confirmed live in the last 24 hours

State Street

State Street

10,001+ employees

Asset management and custody banking services

Fintech
Financial Services

Compensation Overview

$100k - $160kAnnually

Mid, Senior

Company Historically Provides H1B Sponsorship

Sacramento, CA, USA

Category
Customer Success Management
Sales & Account Management
Requirements
  • A minimum 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
  • Proficiency in navigating complex client relationships, including the support of client events and ensuring a thorough understanding of client expectations
  • Partnerships with new business development teams on strategic client growth and initiatives
  • Strong organizational, project planning and execution skills
  • A clear understanding of, and the ability to effectively reinforce, accountability and ownership with internal stakeholders
  • Comprehension of firm capabilities and services to deliver solutions supporting client goals
  • The ability to lead, prioritize and execute on 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 inspire others
  • BS or BA required; MBA preferred
  • Series 3, 7 and 63 required (or must be obtained within 12 months after start date)
Responsibilities
  • Building and delivering exceptional client service across the full lifecycle of an institutional clients’ experience with SSGA in the Americas
  • Collaborating with a talented team responsible for handling the day-to-day needs of clients
  • Developing an understanding of SSGA’s investment and operational capabilities, service offerings, culture and vision
  • Diagnosing issues and solving problems that arise in the course of a client relationship
  • Building collaborative relationships across sales, investment, product, marketing, operations, finance, legal, compliance and other internal teams
  • Partnering with colleagues on client engagement initiatives to ensure global consistency and successful implementation of engagement strategies and processes
  • Participating in projects and strategic initiatives related to complex client deals and issues
  • Engaging in broader, thematic initiatives designed to continuously improve the overall client experience with SSGA

State Street Corporation operates in the financial services industry, focusing on asset management and custody banking. It provides a variety of services to institutional investors, such as mutual funds and pension funds, through its division, State Street Global Advisors, which manages investment portfolios and offers advisory services. The company serves a wide range of clients, including corporations, governments, and non-profit organizations, and utilizes its global network and expertise to deliver customized financial solutions. State Street generates revenue from management fees for overseeing client assets, transaction fees from trading, and service fees for custody and administration. Additionally, it is recognized for its commitment to leadership and diversity, promoting a culture that supports employee growth and inclusion.

Company Stage

IPO

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

1792

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • State Street benefits from the rise of ESG investing and diversity focus.
  • Expansion in Asia and the Middle East offers significant growth opportunities.
  • Innovation in ETFs and digital assets aligns with market trends.

What critics are saying

  • Increased competition from fintech firms challenges State Street's technological edge.
  • Overexposure to volatile biotech sectors could impact financial stability.
  • Geopolitical risks in the Middle East may affect regional operations.

What makes State Street unique

  • State Street excels in asset management and custody banking for institutional investors.
  • The company is committed to diversity and inclusion in financial services.
  • State Street leverages global market expertise to offer tailored financial solutions.

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