Know ATS Score
CV/Résumé Score
  • Expertini Resume Scoring: Our Semantic Matching Algorithm evaluates your CV/Résumé before you apply for this job role: Relationship Manager – US Asset Management Segment, Managing Director.
United States Jobs Expertini

Urgent! Relationship Manager – US Asset Management Segment, Managing Director Job Opening In Boston – Now Hiring State Street

Relationship Manager – US Asset Management Segment, Managing Director



Job description

Who we are looking for

The Relationship Management area is responsible for developing and improving the relationship with State Street’s current clients in order to understand their needs and propose appropriate solutions to the organization's business.

This role interacts directly with business leaders to ensure that operations and services contracted are delivered to the agreed standards.

Why this role is important to us

You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally.

It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.

Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.

What you will be responsible for

  • Strengthen and deepen relationships with our clients.

    Deliver constant monitoring of the client’s perception of the quality of our services (NPS score), partner with business leads to maintain strong focus on client service and requirements.
  • Manage assigned client(s) to develop new business and/ or products opportunities to grow our relationship, while protecting existing revenue streams.
  • Responsible for achievement of organic, incremental growth, new business committed revenue, and overall target revenue goals with assigned client(s).
  • Work closely with assigned Sales counterparts to convey client needs, identify potential State Street solutions, outline a strategy for engagement and ultimately achieve growth in share of wallet and /or revenue for their clients.
  • Prepare account plans and delivers business overviews to internal stakeholders for assigned client(s) to include but not limited to pipeline, trending, and year over year analysis.
  • Maintain all relevant data for their assigned accounts in SF360 CRM including but not limited to account information, contacts, opportunities, meetings, current providers insights, and campaigns.
  • Manage the negotiation and execution of client contracts.
  • These skills will help you succeed in this role

  • Employ marketing strategies that promote the full range of Company products/services through close collaboration with the various business partners.

    Introduce new products and service solutions to clients wherever possible.
  • Drive cohesive coordination of State Street Services to the client between client delivery, product groups, regional teams, sales staff and the client to deliver our solutions to the client.
  • Serve as an escalation point for critical service issues or roadblocks.

    Shepherds issues through to resolution.
  • Lead coordination and communication across a virtual cross functional team that consists of roles in sales, client service, operations, product, finance and others to ensure we deliver a consistent experience to the client.

  • Assist with client presentation preparation, client meetings, product collaboration, RFPs and sales execution.

  • Develop and report on client(s) metrics and dashboards.

    Accountable for meeting assigned KPIs.
  • Manage the finalization of Due Diligence Questionnaires for this client when received.
  • Coordinate any required or developmental communications with the client for State Street.
  • Serve as the interface for compliance, regulatory, reputational matters between clients and State Street.
  • Ensure client onboarding for new assets and/or risk management activities are conducted with a high degree of client satisfaction.
  • Education & Preferred Qualifications

  • Bachelor’s degree or the equivalent.

    Advanced/graduate degree preferred.
  • Excellent verbal and written communication skills
  • Ability to effectively facilitate meetings, with all levels within the client organization – from Executive Leadership to Operational points of contact.
  • Proven ability to develop junior talent and provide mentoring where needed.
  • Ability to gain an understanding of client business, challenges and strategic direction and subsequently articulate value proposition for new products and solutions.
  • 15+ years of total work experience preferred with 5 years of Financial Services experience in Relationship Management/ Sales or Client Service.
  • Proven ability to earn client trust and develop relationships (internal and external)
  • Knowledge of Asset Management and Financial Services industry
  • Are you the right candidate?

    Yes!

    We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them.

    Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying.

    If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

    About State Street

    What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world.

    From technology to product innovation, we’re making our mark on the financial services industry.

    For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people.

    We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

    Work, Live and Grow. We make all efforts to create a great work environment.

    Our benefits packages are competitive and comprehensive.

    Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks.

    You’ll have access to Flexible Work Programs to help you match your needs.

    And our wealth of development programs and educational support will help you reach your full potential.

    Inclusion, Diversity and Social Responsibility.

    We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.

    We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality.

    Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader.

    You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

    State Street is an equal opportunity and affirmative action employer.

    Salary Range:

    $170,000 - $267,500 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 above, the applicable range could differ.

    Job Application Disclosure:

    It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.

    An employer who violates this law shall be subject to criminal penalties and civil liability.


    Required Skill Profession

    Advertising, Marketing, Promotions, Public Relations, And Sales Managers



    Your Complete Job Search Toolkit

    ✨ Smart • Intelligent • Private • Secure

    Start Using Our Tools

    Join thousands of professionals who've advanced their careers with our platform

    Rate or Report This Job
    If you feel this job is inaccurate or spam kindly report to us using below form.
    Please Note: This is NOT a job application form.


      Unlock Your Relationship Manager Potential: Insight & Career Growth Guide


    • Real-time Relationship Manager Jobs Trends in Boston, United States (Graphical Representation)

      Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Relationship Manager in Boston, United States using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 417442 jobs in United States and 4082 jobs in Boston. This comprehensive analysis highlights market share and opportunities for professionals in Relationship Manager roles. These dynamic trends provide a better understanding of the job market landscape in these regions.

    • Are You Looking for Relationship Manager – US Asset Management Segment, Managing Director Job?

      Great news! is currently hiring and seeking a Relationship Manager – US Asset Management Segment, Managing Director to join their team. Feel free to download the job details.

      Wait no longer! Are you also interested in exploring similar jobs? Search now: .

    • The Work Culture

      An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at State Street adheres to the cultural norms as outlined by Expertini.

      The fundamental ethical values are:
      • 1. Independence
      • 2. Loyalty
      • 3. Impartiality
      • 4. Integrity
      • 5. Accountability
      • 6. Respect for human rights
      • 7. Obeying United States laws and regulations
    • What Is the Average Salary Range for Relationship Manager – US Asset Management Segment, Managing Director Positions?

      The average salary range for a varies, but the pay scale is rated "Standard" in Boston. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

    • What Are the Key Qualifications for Relationship Manager – US Asset Management Segment, Managing Director?

      Key qualifications for Relationship Manager – US Asset Management Segment, Managing Director typically include Advertising, Marketing, Promotions, Public Relations, And Sales Managers and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.

    • How Can I Improve My Chances of Getting Hired for Relationship Manager – US Asset Management Segment, Managing Director?

      To improve your chances of getting hired for Relationship Manager – US Asset Management Segment, Managing Director, consider enhancing your skills. Check your CV/Résumé Score with our free Tool. We have an in-built Resume Scoring tool that gives you the matching score for each job based on your CV/Résumé once it is uploaded. This can help you align your CV/Résumé according to the job requirements and enhance your skills if needed.

    • Interview Tips for Relationship Manager – US Asset Management Segment, Managing Director Job Success
      State Street interview tips for Relationship Manager – US Asset Management Segment, Managing Director

      Here are some tips to help you prepare for and ace your job interview:

      Before the Interview:
      • Research: Learn about the State Street's mission, values, products, and the specific job requirements and get further information about
      • Other Openings
      • Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.
      • Dress Professionally: Choose attire appropriate for the company culture.
      • Prepare Questions: Show your interest by having thoughtful questions for the interviewer.
      • Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.
      During the Interview:
      • Be Punctual: Arrive on time to demonstrate professionalism and respect.
      • Make a Great First Impression: Greet the interviewer with a handshake, smile, and eye contact.
      • Confidence and Enthusiasm: Project a positive attitude and show your genuine interest in the opportunity.
      • Answer Thoughtfully: Listen carefully, take a moment to formulate clear and concise responses. Highlight relevant skills and experiences using the STAR method.
      • Ask Prepared Questions: Demonstrate curiosity and engagement with the role and company.
      • Follow Up: Send a thank-you email to the interviewer within 24 hours.
      Additional Tips:
      • Be Yourself: Let your personality shine through while maintaining professionalism.
      • Be Honest: Don't exaggerate your skills or experience.
      • Be Positive: Focus on your strengths and accomplishments.
      • Body Language: Maintain good posture, avoid fidgeting, and make eye contact.
      • Turn Off Phone: Avoid distractions during the interview.
      Final Thought:

      To prepare for your Relationship Manager – US Asset Management Segment, Managing Director interview at State Street, research the company, understand the job requirements, and practice common interview questions.

      Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the State Street's products or services and be prepared to discuss how you can contribute to their success.

      By following these tips, you can increase your chances of making a positive impression and landing the job!

    • How to Set Up Job Alerts for Relationship Manager – US Asset Management Segment, Managing Director Positions

      Setting up job alerts for Relationship Manager – US Asset Management Segment, Managing Director is easy with United States Jobs Expertini. Simply visit our job alerts page here, enter your preferred job title and location, and choose how often you want to receive notifications. You'll get the latest job openings sent directly to your email for FREE!