Job Description

Who we are looking for

We are looking for an experienced Relationship Manager to work on a key relationship in the Global Clients Division. This role interacts directly with business leaders and our client stakeholders to ensure that operations and services contracted are delivered to the agreed standards.

Why this role is important to us

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. 

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

• Strengthen and deepen relationships with our clients. Deliver constant monitoring of the client’s perception of the quality of our services (NPS score), partner with business leads to maintain strong focus on client service and requirements.
• Manage assigned client(s) to develop new business and/ or products opportunities to grow our relationship, while protecting existing revenue streams.
• Work closely with assigned Global Relationship Manager to convey client needs, identify potential State Street solutions, and outline a strategy for engagement
• Support account plan preparation and deliver business overviews to internal stakeholders for assigned client
• Maintain all relevant data for their assigned accounts in SF360 CRM including but not limited to account information, contacts, opportunities, meetings, current providers insights, and campaigns.
• Manage the negotiation and execution of client contracts. 
• Employ marketing strategies that promote the full range of Company products/services through close collaboration with the various business partners. Introduce new products and service solutions to clients wherever possible.
• Serve as an escalation point for critical service issues or roadblocks. Shepherd issues through to resolution.
• Assist with client presentation preparation, client meetings, product collaboration, RFPs and client-specific project planning. 
• Develop and report on client(s) metrics and dashboards. Accountable for meeting assigned KPIs.
• Manage the finalization of Due Diligence Questionnaires from the client when received and help coordinate periodic health checks.
• Coordinate any required or developmental communications with the client for State Street.
• Serve as the interface for compliance, regulatory, reputational matters between clients and State Street.
• Review quarterly P&L for specific business lines that fall under remit.
• Ensure client onboarding for new assets and/or risk management activities are conducted with a high degree of client satisfaction.

What we value

These skills will help you succeed in this role

• Excellent verbal and written communication skills

• Ability to effectively facilitate meetings, with all levels within the client organization – from Executive Leadership to Operational points of contact.
• Ability to gain an understanding of client business, challenges and strategic direction and subsequently articulate value proposition for new products and solutions.
• 10+ years of total work experience preferred with 5 years of Financial Services experience in Relationship Management/ Sales or Client Service.
• Proven ability to earn client trust and develop relationships (internal and external)
• Knowledge of Financials services industry

Education & Preferred Qualifications

• Bachelor’s degree or the equivalent. Advanced/graduate degree preferred

 

Salary Range:

$110,000 - $188,750 Annual

The range quoted above applies to the role in the location specified. If the candidate would ultimately work outside of the 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.