Client Onboarding Manager, AVP
State Street
full-time
Posted on:
Location Type: Office
Location: Quincy • Massachusetts • United States
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Salary
💰 $80,000 - $140,000 per year
Job Level
About the role
- Take full ownership of a pipeline of client onboarding events (ex: 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, encouraging collaboration and positive onboarding event outcomes
- Keep a diligent awareness of business risk and ownership of issues when they arise
Requirements
- Bachelor’s Degree required
- Minimum of 8 years’ experience in the investment management industry, working directly with institutional clients
- Significant knowledge of the institutional asset management industry
- Adaptive approach to an ever-changing institutional market landscape and a willingness to embrace the gray
- 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 our clients’ expectations
- Outstanding attention to detail, extremely accurate and well organized
- Nimbleness towards technology so as to successfully use and adapt to multiple existing and new systems
Benefits
- our 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 our 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
analytical skillsproject leadershipclient onboardingevent lifecycle managementinstitutional asset management
Soft Skills
relationship managementcollaborationattention to detailorganizational skillsadaptability
Certifications
Bachelor’s Degree