Client Relationship Manager, Avp - State Street Investment Management

State Street Corporation

Boston, United States
Base: $80,000 - $140,000 annual; bonus/equity: not...
On-site
Defined contribution (dc) landscape
Client lifecycle support
Model portfolios, smas, direct indexing
The role blends Relationship Management and National Accounts support responsibilities, with approximately 50% of time focused on client relationship management and 50% supporting national account execution

Job Summary

  • The role blends Relationship Management and National Accounts support responsibilities, with approximately 50% of time focused on client relationship management and 50% supporting national account execution.
  • This individual will collaborate closely with internal partners across sales, investments, finance, operations, and data teams to support growth, improve data integrity, and ensure a strong end-to-end client experience.
  • Employees are eligible to participate in State Street’s comprehensive benefits program, which includes our retirement savings plan (401K) with company match; insurance coverage; and paid-time off.

Matching Summary

The role blends Relationship Management and National Accounts support responsibilities, with approximately 50% of time focused on client relationship management and 50% supporting national account execution.

Salary

Base: $80,000 - $140,000 Annual; Bonus/Equity: Not specified; Benefits: Comprehensive benefits program

Skills & Requirements

Must-have

  • Defined Contribution (DC) landscape
  • client lifecycle support
  • model portfolios, SMAs, direct indexing
  • client presentations and due diligence
  • data integrity and reconciliation
  • industry trends and competitive dynamics

Nice-to-have

  • strong judgment and risk awareness
  • flexible and responsive to priorities
  • fostering an inclusive environment

Key Requirements

  • Bachelor's degree required
  • FINRA Series 3, 7, and 63 licenses required
  • Minimum 3-5 years of experience
  • institutional client-facing role
  • asset management firm

Work Rights

Not specified

Tailored Resume

Cover Letter