Fund Connect - Client Partner (hybrid), Assistant Vice President

State Street Corporation

Base: $80,000 - $140,000 annual; bonus/equity: inc...
Hybrid
Client success and engagement
Consultative, solutions-oriented approach
Develop trust and accountability
State Street Corporation is seeking a Client Partner (AVP) for their Fund Connect division, responsible for managing client relationships and ensuring exceptional service. The role involves driving business growth, maintaining client satisfaction, and collaborating with internal teams to deliver integrated solutions

Job Summary

  • Ensure client success through strong engagement and exceptional service, managing your own book of client relationships.
  • Build strong relationships across broader sales, operations, legal, compliance, and other internal teams critical to the end-to-end client lifecycle.
  • Develop expertise on industry trends, competitor services/offerings, and clients’ business environment to provide clients with industry insights.

Matching Summary

Match Score: 85

State Street Corporation is seeking a Client Partner (AVP) for their Fund Connect division, responsible for managing client relationships and ensuring exceptional service. The role involves driving business growth, maintaining client satisfaction, and collaborating with internal teams to deliver integrated solutions.

Salary

Base: $80,000 - $140,000 Annual; Bonus/Equity: Incentive compensation; Benefits: Comprehensive benefits program

Skills & Requirements

Must-have

  • Client success and engagement
  • Consultative, solutions-oriented approach
  • Develop trust and accountability
  • Own overall revenue outcomes
  • Lead account planning and opportunity road-mapping
  • Coordinate internal stakeholders
  • Maintain client health and retention

Nice-to-have

  • Proactive, opinionated mindset
  • Flexible, hands-on approach
  • Strong team orientation and collaboration
  • Share industry insights and themes

Key Requirements

  • 4+ years in financial services
  • Money Market Fund/liquidity management industry experience
  • Financial technology experience
  • Bachelor's degree
  • FINRA Licenses 7 and 63
  • Clean U-4
  • Selling SaaS or technology-enabled financial solutions
  • Travel up to 25%

Work Rights

Not specified

Tailored Resume

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