Chief Client Strategy & Operations Leader

Tech Sales Jobs; Boston (MA); On-site; USD 170,000 - 268,000; Full time

Job summary

State Street Investment Management is seeking a senior leader to shape and drive growth for our U.S. Institutional business. Based in Boston, this role influences strategic direction and day-to-day execution across client strategy and governance.

You will partner with the Head of U.S. Institutional and senior leaders to drive client engagement, sales enablement, and operating model enhancements, ensuring growth and high-quality client outcomes.

Qualifications

• Bachelor's degree required; MBA or equivalent preferred.
• 15+ years of leadership in asset management or institutional investment management.
• Proven ability to drive client retention and growth.
• Experience leading cross-functional programs across sales, product, and marketing.
• Strong governance, regulatory onboarding, AML/KYC familiarity.
• Excellent communication and relationship-building skills.

Responsibilities

• Define and execute strategic priorities across the U.S. Institutional business.
• Collaborate across Distribution, Product, Marketing, Operations, Legal, Compliance, and Client Coverage.
• Oversee planning processes and resource allocation.
• Drive adoption of AI-enabled tools to enhance sales and client engagement.
• Lead client retention strategy and account planning.
• Coach Institutional Sales professionals on best practices.
• Support governance, risk, and operational excellence initiatives.
• Lead executive engagement programs with strategic clients.

Skills

Asset management experience

Institutional sales

Client coverage

Governance & risk

Strategic leadership

Communication skills

Cross-functional collaboration

Relationship management

Education

Bachelor's degree

MBA or equivalent preferred

Job description

State Street Investment Management is seeking a senior leader to shape and drive growth for our U.S. Institutional business. Based in Boston, this role influences strategic direction and day-to-day execution across client strategy and governance.

You will partner with the Head of U.S. Institutional and senior leaders to drive client engagement, sales enablement, and operating model enhancements, ensuring growth and high-quality client outcomes.