Asset Owner Relationship Management - Team Lead East, Managing Director

The Managing Director, Asset Owner Relationship Management Team Lead – East Coast, will drive strategic engagement and delivery across a diverse portfolio of institutional clients including public pensions, endowments, foundations, corporations, and OCIOs. This leader will oversee a high-performing team responsible for deepening client relationships, delivering integrated solutions, and advancing State Street’s position as the leading provider of technology, data, and operational services to Asset Owners.

The role presents an opportunity to engage with senior executives both internally and at industry leading asset owners to help shape and drive State Street’s strategy in servicing this important segment.

Why this role is important to us

This role is responsible for growing revenues in the portfolio. The team you will be joining plays an important role in the overall success of the organization.

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need team leads like you to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us grow our business and deepen relationships with our clients.

Key Responsibilities

Client Strategy & Engagement

• Lead strategic relationship coverage across the East Coast for the Asset Owner segment, ensuring alignment with client goals and institutional mandates.
• Serve as executive sponsor for top-tier clients, orchestrating cross-functional delivery and strategic planning.
• Develop and execute tailored engagement models for sub-segments including Not-for-Profits, Public Funds, Corporates, and OCIOs.

Team Leadership & Development

• Build, mentor, and lead a team of relationship managers, fostering a culture of excellence, collaboration, and client centricity.
• Champion diversity, equity, and inclusion across the team and client engagement practices.

Solution Delivery & Innovation

• Partner with product, technology, and operations to deliver holistic front-to-back solutions including custody, accounting, performance, and data services.
• Advocate for clients across Product, Technology & Operations to ensure investment decisions are aligned to support client needs.

Market Positioning & Growth

• Collaborate with sales and marketing to refine messaging around alternatives, performance, and our holistic approach to the asset owner segment.
• Identify and pursue strategic lift-outs, transitions, and M&A opportunities to expand capabilities and revenue.

Risk & Governance

• Ensure proactive management of client sentiment, remediation of red / amber accounts, and resolution of outstanding risk items.
• Maintain rigorous compliance with regulatory standards and internal governance frameworks.

What you will be responsible for

• Lead a team of relationship managers and ensure that together we 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.
• Manage assigned client(s) to development of new business and/ or products while retaining existing revenue streams.
• Prepare account plans and deliver business overviews  to internal stakeholders for assigned client(s) to include but not limited to pipeline, trending, and year over year analysis.
• Maintain 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.
• Employ marketing strategies that promote the full range of Company products/services through close collaboration with the various business partners. Introduces new products and service solutions to clients wherever possible.
• Drive 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.
• Serve as an escalation point for critical service issues or roadblocks. Shepherd issues through to resolution.
• Assist with client presentation preparation, client meetings, product collaboration, RFPs and sales execution. 
• Develop and report on client(s) metrics and dashboards. Accountable for meeting assigned KPIs.

Education & Preferred Qualifications

• 15+ years of experience in institutional rel