Global Clients Division Relationship Manager, Vice President

Posted 6 Days Ago
Be an Early Applicant
Boston, MA, USA
In-Office
110K-189K Annually
Expert/Leader
Financial Services
The Role
Manages strategic institutional client relationships, strengthens service quality, identifies growth and cross-selling opportunities, protects revenue, and coordinates sales, service, operations, product, finance, and compliance teams. Develops account plans, manages CRM data, contracts, presentations, RFPs, due diligence questionnaires, onboarding, and client communications. Serves as the primary interface for regulatory and reputational matters while mentoring junior talent and supporting client satisfaction.
Summary Generated by Built In

Who we are looking for:

The Relationship Management area is responsible for developing and improving the relationship with State Street’s current clients in order to understand their needs and propose appropriate solutions to the organization's business. This role interacts directly with business leaders to ensure that operations and services contracted are delivered to the agreed standards.

 

Why this role is important to us:

You will be joining the Global Clients Division that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.

 

Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.

 

What you will be responsible for the following

as a Vice President:

  • 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.
  • Responsible for achievement of organic, incremental growth, new business committed revenue, and overall target revenue goals with assigned client(s).
  • Work closely with assigned Sales counterparts to convey client needs, identify potential State Street solutions, outline a strategy for engagement and ultimately achieve growth in share of wallet and /or revenue for their clients.
  • Prepare account plans and delivers business overviews to internal stakeholders for assigned client(s) to include but not limited to pipeline, trending, and year over year analysis.
  • 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.
  • Lead coordination and communication across a virtual cross functional team that consists of roles in sales, client service, operations, product, finance and others to ensure we deliver a consistent experience to the client. 
  • Assist with client presentation preparation, client meetings, product collaboration, RFPs and sales execution. 
  • Manage the finalization of Due Diligence Questionnaires for this client when received.
  • 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.
  • 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

  • Bachelor’s degree or the equivalent. Advanced/graduate degree preferred.
  • Excellent verbal and written communication skills
  • Ability to effectively facilitate meetings, with all levels within the client organization 
  • Proven ability to develop junior talent and provide mentoring where needed.
  • Ability to gain an understanding of client business, challenges and strategic direction and subsequently articulate value proposition for new products and solutions.
  • 15+ 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

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.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

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.

Skills Required

  • Bachelor's degree or equivalent
  • Advanced or graduate degree
  • Excellent verbal and written communication skills
  • Ability to facilitate meetings effectively with all levels of a client organization
  • Ability to develop junior talent and provide mentoring
  • Ability to understand client businesses, challenges, and strategic direction and articulate value propositions for new products and solutions
  • 15+ years of total work experience
  • At least 5 years of financial services experience in relationship management, sales, or client service
  • Proven ability to earn client trust and develop internal and external relationships
  • Knowledge of the financial services industry

State Street Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about State Street and has not been reviewed or approved by State Street.

  • Retirement Support Retirement support is framed as a standout component, highlighted by a 401(k) match described as 100% on the first 6% of base salary. This is positioned as a meaningful offset to less competitive cash compensation for some roles.
  • Leave & Time Off Breadth Leave and time off are portrayed as relatively robust, with references to multi-week vacation, paid holidays, sick time, and additional days tied to wellness or volunteering. This breadth is repeatedly treated as a tangible part of total rewards beyond base pay.
  • Wellbeing & Lifestyle Benefits Wellbeing and lifestyle benefits are presented as extensive, including the BeWell program, fitness discounts, onsite or supported health resources, and financial counseling. These offerings are depicted as strengthening the overall benefits proposition even when pay satisfaction is tepid.

State Street Insights

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The Company
HQ: Boston, MA
39,782 Employees
Year Founded: 1792

What We Do

At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing. Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to doing what it takes to help you perform better — now and in the future

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