Client Relationship Manager, Avp - State Street Investment Management

State Street Corporation

$80,000 - $140,000 annual; not specified; benefits...
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Client relationship management
National account execution
Ssim's investment capabilities
** State Street Corporation is seeking a Client Relationship Manager (AVP) for their Defined Contribution Intermediary team, focusing on enhancing client relationships and supporting National Accounts. The role involves a mix of relationship management and account execution, requiring strong collaboration across various internal teams and an understanding of the investment landscape. Ideal candidates should have at least 3-5 years of relevant experience and possess necessary licenses. **

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

Match Score: 75

** State Street Corporation is seeking a Client Relationship Manager (AVP) for their Defined Contribution Intermediary team, focusing on enhancing client relationships and supporting National Accounts. The role involves a mix of relationship management and account execution, requiring strong collaboration across various internal teams and an understanding of the investment landscape. Ideal candidates should have at least 3-5 years of relevant experience and possess necessary licenses. **

Salary

$80,000 - $140,000 Annual; Not specified; Benefits: Comprehensive benefits program

Skills & Requirements

Must-have

  • Client relationship management
  • National account execution
  • SSIM's investment capabilities
  • Support sales strategies
  • Client presentations and training
  • RFP and RFI support
  • Data integrity and reconciliation

Nice-to-have

  • Trusted internal and external partner
  • Informed client conversations
  • Strong judgment and risk awareness
  • Flexible and responsive
  • Collaborative mindset

Key Requirements

  • Bachelor's degree required
  • FINRA Series 3, 7, and 63 licenses required
  • 3-5 years of experience in an institutional client-facing role
  • Ownership of the client experience
  • Proficiency in navigating complex client relationships

Work Rights

Not specified

Tailored Resume

Cover Letter