Global Credit Finance, Client Strategy Lead, Vice President
Core
Drive client strategy, engagement, and reporting for a $100B portfolio of credit and finance products, partnering with senior leadership to translate priorities into execution.
Role type
Senior IC client strategy lead (VP level)
Builds
Client engagement plans, executive reporting, and cross-business opportunity coordination for State Street's Global Credit Finance division.
Domain
Financial Services / Credit Finance / Private Markets
Deliverable
dashboards & analysis
Required skills
Strategic client targeting, executive engagement planning, account planning, data governance, CRM management, executive reporting, cross-functional collaboration
Preferred skills
C-suite communication, business partnership, influencing, initiative execution
Technologies
Salesforce, CRM tools
Responsibilities
Liaise between GCF products and Investment Services teams to build shared client priorities; Manage jurisdictional expansion implementations; Own client engagement strategy for conferences and executive meetings; Prepare for and follow up on executive client meetings; Drive account planning across GCF; Maintain and streamline executive engagement data and non-financial metrics; Deliver executive reporting on pipeline and client activity; Assist with ad hoc projects for senior management