Client Relationship Executive – Director
Grant Thornton (US)
Vice President, Stable Value Relationship Manager – Global Credit Finance
State Street
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $120,000 - $187,500 per year
Job Level
Lead
About the role
- Maintain strong market presence and build partnerships with leading fixed income fund managers to facilitate a pipeline for market opportunities
- Understand tax deferred savings vehicles including market placement, market players and investor behavior to continuously deliver a well-positioned product structure
- Structure, negotiate, and underwrite new contracts and contract amendments to meet client objectives while ensuring adherence to State Street’s risk appetite
- Work with Enterprise Risk Management to obtain credit approval for portfolio transactions
- Coordinate with the Global Clients Division to cohesively manage client profiles, identify cross-sell opportunities and ensure client retention
- Provide expert quantitative and qualitative portfolio oversight and management reporting
- Collaborate effectively with external and internal stakeholders across the middle and back office, legal, finance, risk management, and senior management
- Represent the bank at various industry conferences and participate in conference panels, as appropriate
- Mentor junior team members to ensure understanding of fund structure, product risk, legal documentation and client strategy
- Participate in division- and bank-level initiatives to support execution of cross-organizational objectives
Requirements
- Minimum of 10+ years of financial services experience; prior experience in tax-deferred savings industry highly desirable
- Degree in Business, Economics or Finance; MBA or CFA a plus but not required
- Fixed income industry knowledge and demonstrated experience in contract structuring, risk assessment, and relationship management
- Positive attitude and strong client/market facing skills
- Excellent interpersonal, organizational and communication skills, including the ability to interface with clients at the senior management level
- Strong analytical, credit underwriting and problem-solving skills
- Strong Excel and PowerPoint skills; prior Salesforce experience desirable
- Ability to mentor junior team members
- Ability to work effectively with internal and external stakeholders to source, negotiate and execute on market opportunities and manage client relationships
