AVP, Client Engagement & Strategy

State Street; Boston (MA); On-site; USD 80,000 - 140,000; Full time

Job summary

State Street Markets seeks an AVP to join the Commercial and Client Strategy team in Boston. The role partners with the Head of Markets Commercial and Client Strategy to shape client engagement plans, develop strategic client initiatives, and translate priorities into commercial outcomes across Markets products.

This position offers exposure to senior leaders and top clients, with a path to broader leadership within Commercial and Client Strategy.

Qualifications

• Bachelor's degree required.
• 4-6 years of experience in financial services, capital markets, business management, sales, client relationship management, strategy or a related field.
• Demonstrated ability to synthesize complex information into clear recommendations and presentations; proficiency with PowerPoint expected.
• Familiarity with institutional investing, capital markets, or client-facing financial services environments is preferred.

Responsibilities

• Partner with the Head of Markets Commercial and Client Strategy to support execution of strategic client and commercial priorities across the Markets franchise.
• Coordinate and manage engagement plans for key clients, strategic prospects, and priority commercial opportunities.
• Develop client strategies that align Markets capabilities with client needs and business objectives.
• Conduct research and analysis on client relationships, industry trends, competitive developments, and commercial opportunities.
• Develop briefing materials, client profiles, meeting preparation documents, and executive-level presentations.
• Identify opportunities to deepen client relationships and increase adoption of Markets products and solutions.
• Track strategic initiatives and ensure follow-through across multiple stakeholders and business partners.
• Partner with Client Engagement, Client Intelligence, Sales, Product, and Relationship Management teams to translate insights into actionable client plans.
• Support senior client meetings, industry events, and strategic engagement activities.
• Build a deep understanding of the Markets product suite, including financing, liquidity, research, and trading solutions.
• Contribute to scalable client engagement processes, best practices, and management reporting.
• Serve as a trusted thought partner to the CCS leadership team while gradually assuming ownership of increasingly complex initiatives and client-facing responsibilities.

Skills

Analytical skills

Client engagement

Relationship management

PowerPoint

Strategic thinking

Commercial instincts

Education

Bachelor's degree

Tools

PowerPoint

Job description

State Street Markets seeks an AVP to join the Commercial and Client Strategy team in Boston. The role partners with the Head of Markets Commercial and Client Strategy to shape client engagement plans, develop strategic client initiatives, and translate priorities into commercial outcomes across Markets products.

This position offers exposure to senior leaders and top clients, with a path to broader leadership within Commercial and Client Strategy.