Client Onboarding Manager, Avp - State Street Investment Management

State Street

Boston, MA, US
Base: $80,000 - $140,000 annual; bonus/equity: not...
Institutional client onboarding management
Cross-functional team collaboration
Compliance with regulatory policies
As a Client Onboarding Manager within SSIM’s Client Coverage Group, you will be responsible for managing the entire onboarding life-cycle for new and existing client relationships in North America

Job Summary

  • As a Client Onboarding Manager within SSIM’s Client Coverage Group, you will be responsible for managing the entire onboarding life-cycle for new and existing client relationships in North America.
  • This role involves collaborating with internal teams such as sales, legal, operations, compliance, investment, product, and billing to achieve deadlines and deliver positive client experiences.
  • Employees are eligible for a comprehensive benefits program including retirement savings plan with company match, insurance coverage, paid time off, employee assistance program, and incentive compensation.

Matching Summary

As a Client Onboarding Manager within SSIM’s Client Coverage Group, you will be responsible for managing the entire onboarding life-cycle for new and existing client relationships in North America.

Salary

Base: $80,000 - $140,000 Annual; Bonus/Equity: Not specified; Benefits: Comprehensive benefits including 401K match, insurance, paid time off, and incentive compensation

Skills & Requirements

Must-have

  • Institutional client onboarding management
  • Cross-functional team collaboration
  • Compliance with regulatory policies
  • Project leadership in asset management
  • Client relationship management
  • Technology adaptability and automation

Nice-to-have

  • Positive and can-do attitude
  • Analytical and thoughtful problem solving
  • Willingness to learn and take responsibility
  • Effective verbal and written communication
  • Agility in changing market environments
  • Champion of client experience

Key Requirements

  • Bachelor’s Degree required
  • Minimum 8 years investment management experience
  • Experience working with institutional clients
  • In-depth knowledge of institutional marketplace
  • Understanding of asset classes and investment products

Work Rights

Not specified

Tailored Resume

Cover Letter