State Street
Overview
This position is a Relationship Manager within the Alternatives segment. The successful candidate will have responsibility for a number of large State Street strategic clients that are serviced across fund domiciles in North America, EMEA and APAC. The role presents an opportunity to engage with senior executives both internally and at industry leading alternatives managers to help shape and drive State Street’s strategy in servicing a number of strategic clients in North America. As part of the remit, the Relationship Manager will cultivate a deep understanding of the client’s business and the services provided by State Street, with the objective of optimizing client satisfaction and ensuring an excellent client experience at State Street. The successful candidate will also be responsible for identifying new business opportunities within their client base. Individual accountabilities include client & STT strategic alignment, thought leadership, client communication, monitoring satisfaction levels and sharing feedback internally, seeking out strategic revenue opportunities and relationship governance. The Relationship Manager will collaborate with internal stakeholders in commercial negotiations and will ensure compliance with contract terms. Expected leadership behaviors include an ability to contribute to team excellence, excellent collaboration and communication skills, and willingness to drive strategy and engage with the client across its global locations. What You Will Be Responsible For
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. Manages assigned client(s) to development of new business and/ or products while retaining existing revenue streams. Responsible for achievement of organic, incremental growth, new business committed revenue, and overall target revenue goals with assigned client(s). Prepares 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. Maintains 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. Drives cohesive coordination of State Street Services to the client between client delivery, product groups, regional teams, sales staff and the client to deliver our solutions to the client. Serves as an escalation point for critical service issues or roadblocks. Shepherds issues through to resolution. Assists with client presentation preparation, client meetings, product collaboration, RFPs and sales execution. Develops and reports on client(s) metrics and dashboards. Accountable for meeting assigned KPIs. Manages the finalization of Due Diligence Questionnaires for this client when received. Partners with the various members of the client operations team to develop synergies, leverage experience and expertise, and improve overall customer results. In conjunction with senior internal stakeholders, solution service models for unique and bespoke servicing needs. Coordinates any required or developmental communications with the client for State Street. Serves as the interface for compliance, regulatory, reputational matters between clients and STT. In conjunction with onboarding teams ensures client onboarding for new assets and/or risk management activities are conducted with a high degree of client satisfaction. What We Value
Excellent verbal and written communication skills Excellent interpersonal skills with a proven ability to earn client trust and develop relationships both internal and external Analytical/critical thinking and problem-solving skills Ability to distill, summarize and articulate issues to senior stakeholders Education & Preferred Qualifications
College degree, prefer major in finance/management 5 -10 years experience in financial services Salary Range
$90,000 - $142,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary 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; 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. Job ID: R-778821
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This position is a Relationship Manager within the Alternatives segment. The successful candidate will have responsibility for a number of large State Street strategic clients that are serviced across fund domiciles in North America, EMEA and APAC. The role presents an opportunity to engage with senior executives both internally and at industry leading alternatives managers to help shape and drive State Street’s strategy in servicing a number of strategic clients in North America. As part of the remit, the Relationship Manager will cultivate a deep understanding of the client’s business and the services provided by State Street, with the objective of optimizing client satisfaction and ensuring an excellent client experience at State Street. The successful candidate will also be responsible for identifying new business opportunities within their client base. Individual accountabilities include client & STT strategic alignment, thought leadership, client communication, monitoring satisfaction levels and sharing feedback internally, seeking out strategic revenue opportunities and relationship governance. The Relationship Manager will collaborate with internal stakeholders in commercial negotiations and will ensure compliance with contract terms. Expected leadership behaviors include an ability to contribute to team excellence, excellent collaboration and communication skills, and willingness to drive strategy and engage with the client across its global locations. What You Will Be Responsible For
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. Manages assigned client(s) to development of new business and/ or products while retaining existing revenue streams. Responsible for achievement of organic, incremental growth, new business committed revenue, and overall target revenue goals with assigned client(s). Prepares 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. Maintains 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. Drives cohesive coordination of State Street Services to the client between client delivery, product groups, regional teams, sales staff and the client to deliver our solutions to the client. Serves as an escalation point for critical service issues or roadblocks. Shepherds issues through to resolution. Assists with client presentation preparation, client meetings, product collaboration, RFPs and sales execution. Develops and reports on client(s) metrics and dashboards. Accountable for meeting assigned KPIs. Manages the finalization of Due Diligence Questionnaires for this client when received. Partners with the various members of the client operations team to develop synergies, leverage experience and expertise, and improve overall customer results. In conjunction with senior internal stakeholders, solution service models for unique and bespoke servicing needs. Coordinates any required or developmental communications with the client for State Street. Serves as the interface for compliance, regulatory, reputational matters between clients and STT. In conjunction with onboarding teams ensures client onboarding for new assets and/or risk management activities are conducted with a high degree of client satisfaction. What We Value
Excellent verbal and written communication skills Excellent interpersonal skills with a proven ability to earn client trust and develop relationships both internal and external Analytical/critical thinking and problem-solving skills Ability to distill, summarize and articulate issues to senior stakeholders Education & Preferred Qualifications
College degree, prefer major in finance/management 5 -10 years experience in financial services Salary Range
$90,000 - $142,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary 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; 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. Job ID: R-778821
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