Global Relationship Management – US Asset Managers, Managing Director

Who we are looking for

The Relationship Management area is responsible for developing and improving the relationship with State Street’s current clients in order to understand their needs and propose appropriate solutions to the organization's business. This role interacts directly with business leaders to ensure that operations and services contracted are delivered to the agreed standards.

Why this role is important to us

You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.

Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.

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.
• Manage assigned client(s) to develop new business and/ or products opportunities to grow our relationship, while protecting existing revenue streams.
• Responsible for achievement of organic, incremental growth, new business committed revenue, and overall target revenue goals with assigned client(s).
• Work closely with assigned Sales counterparts to convey client needs, identify potential State Street solutions, outline a strategy for engagement and ultimately achieve growth in share of wallet and /or revenue for their clients.
• Prepare 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.
• 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.
• Manage the negotiation and execution of client contracts. 

What we value

These skills will help you succeed in this role

• Employ marketing strategies that promote the full range of Company products/services through close collaboration with the various business partners. Introduce 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. Shepherds issues through to resolution.
• Lead coordination and communication across a virtual cross functional team that consists of roles in sales, client service, operations, product, finance and others to ensure we deliver a consistent experience to the client. 
• 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.
• Manage the finalization of Due Diligence Questionnaires for this client when received.
• Coordinate any required or developmental communications with the client for State Street.
• Serve as the interface for compliance, regulatory, reputational matters between clients and State Street.
• Ensure client onboarding for new assets and/or risk management activities are conducted with a high degree of client satisfaction.

Education & Preferred Qualifications

• Bachelor’s degree or the equivalent. Advanced/graduate degree preferred.
• Excellent verbal and written communication skills
• Ability to effectively facilitate meetings, with all levels within the client organization – from Executive Leadership to Operational points of contact.
• Proven ability to develop junior talent and provide mentoring where needed.
• Ability to gain an understanding of client business, challenges and strategic direction and subsequently articulate value proposition for new products and solutions.
• 15+ years of total work experience preferred with 5 years of Financial Services experience in Relationship Management/ Sales or Client Service.
• Proven ability to earn client trust and develop relationships (internal and external)
• Knowledge of Asset Management and Financial Services industry

Are you the right candidate? Yes!

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