Client-Facing Model Portfolios & Strategy Specialist

STATE STREET CORPORATION; Boston (MA); On-site; USD 70,000 - 119,000; Full time

Benefits offered by this job

401K with company match

Insurance coverage

Paid time off

Employee Assistance Program

Incentive compensation

Tax-advantaged savings plans

Job summary

STATE STREET CORPORATION in Boston seeks an Officer to support onboarding and growth of custom model portfolio relationships, while providing market intelligence and analytical support to model strategists.

The role bridges client service, business development, and strategic planning, with exposure to AI-driven initiatives and cross-functional collaboration across Sales, ISG, Product, and Operations.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• 3–6 years of experience in investment management, wealth management, consulting, financial services, or related fields.
• Strong client-facing communication and presentation skills.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Demonstrated analytical and problem-solving capabilities.
• Ability to manage multiple projects simultaneously in a fast-paced environment.
• Strong attention to detail and organizational skills.

Responsibilities

• Partner with senior team members to support onboarding and ongoing servicing of RIA and strategic partner relationships.
• Coordinate the launch and implementation of custom model portfolio solutions.
• Support advisor activation, adoption, and engagement efforts after model launches.
• Assist in developing client presentations, portfolio proposals, trade rationale materials, and custom collateral.
• Serve as a key liaison across Sales, Investment Solutions Group, Product, Operations, and external partners to ensure smooth execution.
• Monitor onboarding timelines, project milestones, and client deliverables.

Skills

Client-facing communication

Advanced Excel

PowerPoint

Analytical skills

Project management

Education

Bachelor's degree in Finance/Economics/Business

Tools

CRM systems

Business intelligence tools

Data analytics platforms

Job description

STATE STREET CORPORATION in Boston seeks an Officer to support onboarding and growth of custom model portfolio relationships, while providing market intelligence and analytical support to model strategists.

The role bridges client service, business development, and strategic planning, with exposure to AI-driven initiatives and cross-functional collaboration across Sales, ISG, Product, and Operations.