Client Onboarding Manager, AVP - State Street Investment Management

State Street Investment Management (SSIM) is seeking a motivated Client Onboarding Manager with institutional client experience, who can excel in a fast-paced environment while working cohesively with their core team.

About the role

As a Client Onboarding Manager within SSIM’s Client Coverage Group, you will be responsible for managing the entire onboarding life-cycle for new and existing client relationships in North America. You will collaborate with a talented team focused on managing events to match the investment goals of our clients in an efficient, helpful, and timely manner.

This role requires a thorough understanding of SSIM’s investment and operational capabilities, as well as our breadth of service offerings. Due to the complex and evolving nature of client relationships, you will need to be agile and develop collaborative relationships across sales, legal, operations, compliance, investment, product, billing, and other internal teams to meet deadlines and gain a comprehensive working knowledge of the business and industry.

As SSIM invests in technology, you will be immersed in efforts toward automation, efficiencies, and creative thinking to improve client interactions. This role is part of the Client Coverage Group and reports to the Head of Client Onboarding and Contracting in Boston.

Responsibilities

• Take full ownership of a pipeline of client onboarding events (e.g., Separate Account launches and changes, Glidepath mandates, Collective Investment Vehicle fundings, Advisory relationships), focusing on delivering a positive experience by meeting and exceeding client expectations.
• Work directly with clients, consultants, OCIO providers, and other external stakeholders to successfully guide each deal through the event lifecycle.
• Cultivate positive relationships with internal partners including Relationship Managers and Account Executives, Legal, Operations, KYC, Portfolio Management, and Billing to encourage collaboration and positive onboarding outcomes.
• Maintain a diligent awareness of business risk and ownership of issues when they arise.

Skills

• Significant knowledge of the institutional asset management industry.
• Adaptive approach to an ever-changing institutional market landscape and a willingness to embrace ambiguity.
• Proven experience navigating complex client relationships and liaising with individuals at all levels of an organization.
• Demonstrated analytical skills and thoughtful approaches to tasks and new situations.
• Effective project leadership across multiple working groups both internally and externally to achieve client expectations.
• Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures.
• Outstanding attention to detail, accuracy, and organization.
• Nimbleness toward technology to successfully use and adapt to multiple existing and new systems.
• Superb verbal and written communication skills.
• Willingness to learn, collaborate, and take on additional responsibilities.
• Positive, can-do attitude that motivates and inspires others.
• Champion of the client experience both internally and externally.

Requirements

• Bachelor’s Degree required.
• Minimum of 8 years’ experience in the investment management industry, working directly with institutional clients.
• In-depth understanding of the Institutional marketplace and the various asset classes and investment product offerings.

Pay

Salary Range: $80,000 - $140,000 Annual. The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location, the applicable range could differ.

Benefits

• Retirement savings plan (401K) with company match.
• Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages.
• Paid-time off including vacation, sick leave, short-term disability, and family care responsibilities.
• Access to Employee Assistance Program.
• Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans).
• Eligibility for certain tax-advantaged savings plans.
• Paid volunteer days.
• Inclusive development opportunities, flexible work-life support, and vibrant employee networks.