AVP External Manager Outreach Lead – Onboarding & IM Engagement

State Street; Kraków; Hybrid; PLN 164,000 - 200,000; Full time

Benefits offered by this job

Permanent contract

Birthday and anniversary days off

Gold Medical Package

Private pension plan

Training & development

Volunteer initiatives

Well-being programs

Additional role-based benefits

Job summary

State Street is seeking an AVP, External Manager Outreach Lead in Poland to drive engagement with external investment managers during client onboarding and transformation programmes. You will coordinate across clients, Sub-IMs, and internal teams to ensure readiness milestones are met and risks are managed.

You will also develop relationships with external asset managers, lead onboarding activities, and coach junior colleagues while ensuring clear communication and governance throughout the

Qualifications

• 7+ years relevant experience in financial services, preferably in asset management.
• Project Management / Onboarding experience.
• External client management experience.
• 3rd party engagement or vendor management experience.
• Understanding of outsourced operations, specifically middle office trade lifecycle process.
• People management experience.

Responsibilities

• Act as the primary point of contact for assigned Sub-Investment Managers during implementation programmes.
• Develop and maintain relationships with external asset management firms.
• Lead engagement activities from initial introduction through implementation readiness.
• Coordinate communications between Sub-IMs, clients, and internal teams.
• Ensure timely responses and effective management of all Sub-IM inquiries.
• Coordinate client introduction processes and engagement activities.
• Schedule and facilitate kickoff meetings and working sessions with Sub-Ims, capturing actions and requirements.
• Drive onboarding questionnaires and operational checklists.

Skills

Communication

Self-motivation

Stakeholder relations

Detail orientation

Time management

Team collaboration

Job description

State Street is seeking an AVP, External Manager Outreach Lead in Poland to drive engagement with external investment managers during client onboarding and transformation programmes. You will coordinate across clients, Sub-IMs, and internal teams to ensure readiness milestones are met and risks are managed.

You will also develop relationships with external asset managers, lead onboarding activities, and coach junior colleagues while ensuring clear communication and governance throughout the