State Street

Senior Associate, Relationship Management

State Street

full-time

Posted on:

Location Type: Office

Location: Boston • California • Massachusetts • United States

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Salary

💰 $52,000 - $87,880 per year

Job Level

Senior

About the role

  • Create and/or tailor professional sales collateral, including general and customized client solution presentations, case studies, analysis of segment-specific themes and insight
  • Assist in deal structuring including preparing documentation for internal deal approvals
  • Participate in deal analysis, including post-mortem reviews intended to identify areas for improvement throughout the sales lifecycle
  • Support for ad hoc initiatives and projects related to sales and coverage, including: touchpoint for client administration for contracts, fee schedules and other legal documentation, support for account planning process, coordination and preparation of client meetings, completion of deal intake forms, and AdTrax compliance
  • Perform basic project management of activities, including prospective and existing client Request for Proposal (RFPs), Due Diligence requests (DDQs), Requests for Information (RFIs), and other similar requests
  • Other ad hoc query resolution to support sales and relationship managers

Requirements

  • Bachelor’s Degree with business related coursework or a degree in Business Management, Accounting, or Finance is preferred.
  • Minimum 1-3 years of related back office servicing experience or sales & relationship management support experience is preferred
  • Computer proficiency (Microsoft Office suite: Excel, PowerPoint, Word, etc.)
  • Proficiency in English language communication
  • Salesforce CRM experience a plus
Benefits
  • medical care
  • insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
  • 401K retirement savings plan with company match
  • 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
  • eligibility for certain tax advantaged savings plans
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales collateral creationdeal structuringdeal analysisproject managementRequest for Proposal (RFP)Due Diligence requests (DDQs)Requests for Information (RFIs)client administrationAdTrax compliance
Soft Skills
communicationorganizational skillsanalytical skillsproblem-solvingcollaboration