Client Onboarding Manager, State Street Global Advisors, Assistant Vice President, Hybrid

Who we are looking for

State Street Global Advisors Trust Company (SSGA) is seeking a motivated Client Onboarding Manager with institutional client experience, who can excel in a fast-paced environment while working cohesively with their core team. Are you that person?

As a Client Onboarding Manager within SSGA’s Global Institutional Group, you will be responsible for managing the entire onboarding life-cycle for new and existing client relationships in North America. You will also be part of, and collaborate with, a talented team focused on managing events to match the investment goals of our clients in an efficient, helpful and timely manner.

To be successful, you will need to develop a thorough understanding of SSGA’s investment and operational capabilities, as well as our breadth of service offerings. Due to the complex and continually evolving client relationships and goals, the most successful Client Onboarding Managers are agile and able to develop collaborative relationships across our sales, legal, operations, compliance, investment, product, billing as well as other internal teams, to achieve deadlines and develop a comprehensive working knowledge of the business and industry. As SSGA invests in technology you will be immersed in our efforts toward automation, efficiencies and creative thinking to achieve better ways of interacting with our clients and each other. You will also partner with your colleagues in other regions to ensure global consistency in our processes and to continuously improve the overall experience of our clients.

This role is part of the Global Institutional Group and you will report to the Head of Client Onboarding in Boston. This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Why this role is important to us

The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

Join us if making your mark in the asset management industry from day one is a challenge you are up for.

What you will be responsible for

As a Client Onboarding Manager you will

• Take full ownership of concurrent client onboarding events (ex: Separate Account launches, Glidepath mandates, Collective Investment Vehicle fundings, Advisory relationship), focusing on delivering a positive experience by meeting and exceeding client expectations
• Work directly with clients, consultants and other external stakeholders to successfully guide each deal through KYC, contracting, setup, and funding
• Collaborate with consultant and OCIO providers in order to proactively improve the onboarding experience
• Cultivate positive relationships with internal partners including Relationship Managers and Account Executives, Legal, Operations, KYC, Portfolio Management, and Billing, encouraging collaboration and positive onboarding event outcomes
• Participate in ongoing process improvement initiatives across the department
• Keep a diligent awareness of business risk and ownership of issues when they arise

What we value

These skills will help you succeed in this role

• Significant knowledge of the institutional assets management industry
• Proven experience in navigating complex client relationships and liaising with individuals at all levels of an organization
• Demonstrated analytical skills and thoughtful approaches to tasks and new situations
• Effective project leadership across multiple working groups both internally and externally to achieve our clients’ expectations
• Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures
• Outstanding attention to detail, extremely accurate and well organized
• A fluid mindset towards technology so as to successfully use and adapt to multiple existing and new systems
• Superb verbal and written communication skills
• A willingness to learn, collaborate and take on additional responsibilities
• A positive, can-do attitude that motivates and inspires others

Education & Preferred Qualifications

• Bachelor’s Degree required
• Minimum of 8 years’ experience in the investment management industry, working directly with institutional clients

Are you the right candidate? Yes!