State Street

Client Partner, Assistant Vice President

State Street

full-time

Posted on:

Location Type: Hybrid

Location: Boston • Massachusetts • United States

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Salary

💰 $80,000 - $140,000 per year

Job Level

Lead

About the role

  • Own overall revenue outcomes for assigned clients through driving new business, upsell, and cross-sell opportunities
  • Act as the point of accountability for the client relationship
  • Maintain executive-level relationships to understand the client’s business strategy, operating model and challenges to position GlobalLINK as a strategic partner
  • Lead account planning and opportunity road-mapping to identify whitespace opportunities across products, services, and geographies by aligning client needs with our firm-wide capabilities and strategic priorities
  • Coordinate internal stakeholders to ensure the right resources are engaged at the right time
  • Maintain overall client health and retention by balancing growth ambitions with long-term sustainability
  • Proactively manage issues, escalations, and service risks; ensure delivery teams are aligned to client expectations
  • Develop expertise on industry trends, competitor services/offerings, and clients’ business environment to provide clients with industry insights

Requirements

  • 4+ years in the financial services industry, preferably in the Money Market Fund/liquidity management industry and/or financial technology
  • Bachelor’s degree, FINRA Licenses 7 and 63 and a clean U-4 will be required
  • Experience selling SaaS or technology-enabled financial solutions
  • Travel up to 25% may be required.
Benefits
  • Generous medical care
  • Insurance coverage including basic life, medical, dental, vision, and long-term disability
  • Retirement savings plan (401K) 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 (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
SaaSfinancial solutionsliquidity managementaccount planningopportunity road-mappingclient relationship managementservice risk managementbusiness strategy alignmentupsellingcross-selling
Soft Skills
client health managementexecutive-level relationship managementstakeholder coordinationissue managementescalation managementstrategic partnership developmentproactive communicationproblem-solvingorganizational skillscollaboration
Certifications
Bachelor's degreeFINRA License 7FINRA License 63