Senior Client Onboarding Manager, VP I - State Street Global Advisors

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

As a Senior Client Onboarding Manager within SSGA’s Client Coverage Group, you will be responsible for an individual pipeline of events managing the entire onboarding life-cycle for new and existing client relationships in North America. You will help manage the team’s overall pipeline by assigning events as they hit the team’s queue, and as a senior member of the team, you will also assist with training and be available to team members for questions and issues resolutions.

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 and 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 Client Coverage Group and you will report to the Head of Client Onboarding and Contracting in Boston, MA.

As a Senior Client Onboarding Manager, you will:

• Take full ownership of a pipeline of client onboarding events (ex: Separate Account launches and changes, Glidepath mandates, Collective Investment Vehicle fundings, Advisory relationships), focusing on delivering a positive experience by meeting and exceeding client expectations
• Work directly with clients, consultants, OCIO providers, and other external stakeholders to successfully guide each deal through the event lifecycle
• 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
• Working closely with the Head of Onboarding, contribute to the ongoing process initiatives both across the department and globe to improve the client experience, workflows and risk mitigation efforts
• Participate in projects and enhancements
• Act as escalation point for team members to help strategize solutions on issues and challenges for client events
• Keep a diligent awareness of business risk and ownership of issues when they arise

What we value

• A solutions-oriented strategic thinker with a project management mindset who can see the bigger picture beyond the day-to-day events, identify broader challenges and risks to the onboarding processes and provide proposals for resolution
• Significant knowledge of the institutional asset management industry
• Adaptive approach to an ever-changing institutional market landscape and a willingness to embrace the gray
• Proven experience 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
• Nimbleness 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
• A Champion of the client experience both internally and externally

Education & Preferred Qualifications

• Bachelor’s Degree required
• Minimum of 10 years’ experience in the investment management industry, working directly with institutional clients
• In depth understanding of the Institutional marketplace and the various asset classes and investment product offerings

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our