Head of Client Administration and Account Success, MD - State Street Investment Management
Core
Senior leader shaping growth for the U.S. Institutional business at the intersection of client strategy, business management, governance, and organizational effectiveness.
Role type
Senior IC strategy & operations leader (institutional client management)
Builds
Strategic priorities, client retention strategies, sales enablement programs, and operating model enhancements for the U.S. Institutional business
Domain
Financial services / Institutional Asset Management
Deliverable
product features
Required skills
Strategic leadership, commercial execution, client relationship management, cross-functional collaboration, business planning, governance, risk management, talent development
Preferred skills
AI-enabled solutions integration, market development, executive engagement program leadership
Responsibilities
Define and execute strategic priorities across client management, retention, and sales enablement; Lead institutional client retention strategy and account planning; Drive adoption of innovative tools including AI-enabled solutions; Oversee target-setting and performance planning processes; Partner with Legal, Compliance, and Operations on client onboarding and AML/KYC requirements; Support development of a high-performing organizational culture
Seniority
Senior, hands-on IC