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 relationships and retention strategies for institutional investors
Domain
Asset management / Institutional investing
Deliverable
client delivery
Required skills
Institutional client relationship management, business retention, complex client onboarding, strategic client growth partnership, project planning, stakeholder accountability, regulated environment compliance
Preferred skills
MBA, Series 3/7/63 licenses
Technologies
N/A
Responsibilities
Manage day-to-day needs of assigned institutional clients, partner with internal teams (Operations, Finance, Legal, Compliance) to support end-to-end client lifecycle, collaborate on client engagement initiatives and complex client matters, partner with business development on strategic growth initiatives
Seniority
Mid-Senior, hands-on IC