Client Implementation Associate, Officer – State Street Investment Management

State Street Corporation; Boston (MA); On-site; USD 60,000 - 101,250; Full time

Job summary

State Street Corporation is seeking a Client Implementation Associate to lead planning, coordination and execution of client and product events across global regions. You will work with Relationship Managers, Product Development and Investment teams to clarify event requirements and adapt plans as needed.

You will evaluate fund structures, manage complex events, and drive improvements in business processes while maintaining strong client relationships and compliance with internal policies.

Qualifications

• Minimum 6 years’ experience in investment management, with focus on operations.
• Bachelor’s Degree required; CFA/MBA or equivalent experience preferred.
• Strong project management and interpersonal skills.

Responsibilities

• Lead planning, coordination and execution of client and product events across regions.
• Engage Relationship Managers, Product Development and Investment teams to articulate event requirements.
• Evaluate complexity, fund structures, special requirements and risks for each event.
• Drive process improvements in firm-wide client event processes.
• Own the implementation of client events from an investment perspective.

Skills

Project management

Client relationship

Communication

Analytical skills

Leadership

Time management

Multi-tasking

Decision making

Education

Bachelor's degree

CFA or MBA preferred

Job description

As the Client Implementation Associate, you will:

Lead the planning, coordination and execution of client and product events at State Street Investment Management (SSIM) across multiple global regions including:

• Client fundings for separate accounts and commingled funds
• Client mandate changes
• Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products
• Client and Fund liquidations and terminations
• In-kind contributions and withdrawals
• Custodian and Recordkeeper changes
• Contractual review including comments and approvals
• Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes
• This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event
• Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirement and solicit input as needed
• Make adjustments to plan and execution, depending on external needs and internal business policies and standards
• Participate in or lead projects aimed at continually improving the firm’s overall business processes
• Own, along with the Investment team, the process of implementing a client event from an investment perspective

These skills will help you succeed in this role:

• Minimum 6 years’ experience in the investment management field with specific focus on investment operations and investment experience
• Deep understanding of complex investment issues, processes and vehicles and how these relate to client events
• Strong desire to continuously improve industry and investment knowledge
• Strong project management skills
• Excellent interpersonal, time management and execution skills such as prioritization and multi-tasking under time constraints
• Ability to build and maintain professional relationships with clients, internal teams, consultants custodians and transition managers, and optimally interact with all levels of an organization
• Ability to take a leadership role in the decision-making process and bringing parties to a consensus
• Strong business discernment, including the ability to synthesize complex issues and optimally balance substantial objectives
• Strong analytical skills and the ability of understanding client objectives and developing effective and appropriate solutions to meet those objectives
• Consistent track record of successfully leading client events
• Excellent written & verbal communications and presentation skills
• Great teammate with a positive attitude
• Bachelor’s Degree required, with a CFA/MBA or equivalent experience preferred

Salary Range:

$60,000 – $101,250 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes:

• our retirement savings plan (401K) with company match
• insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
• paid-time off including vacation, sick leave, short term disability, and family care responsibilities
• access to our Employee Assistance Program
• incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
• and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.