Relationship Manager, Assistant Vice President - State Street Investment Management
Core
Deliver exceptional client experience across the full lifecycle of assigned institutional client relationships, focusing on retention and growth opportunities.
Role type
Senior IC relationship manager (institutional asset management)
Builds
Client retention and growth within the US Institutional Client Coverage Group
Domain
Institutional asset management and client services
Deliverable
client delivery
Required skills
institutional client relationship management, business retention, strategic client growth, complex client onboarding, internal stakeholder partnership, project planning, regulatory compliance navigation
Preferred skills
MBA, Series 3/7/63 certifications
Technologies
N/A
Responsibilities
Manage day-to-day needs of assigned institutional clients, partner with business development on strategic growth initiatives, support client onboarding and change events, collaborate with internal teams (Operations, Finance, Legal, Compliance) to solve client issues, lead and prioritize multiple simultaneous priorities
Seniority
Senior, hands-on IC