Client Onboarding Manager, AVP - State Street Investment Management

State Street; Massachusetts; On-site; USD 80,000 - 140,000; Full time

Job summary

State Street Investment Management in Massachusetts seeks a Client Onboarding Manager with institutional client experience to own the onboarding life‑cycle for NA relationships. You will collaborate with Sales, Legal, Operations, and KYC to drive efficient onboarding and risk-aware processes.

Join a team focused on automation and scalable client interactions, reporting to the Head of Client Onboarding and Contracting in Boston.

Qualifications

• Bachelor’s Degree required.
• Minimum of 8 years’ experience in the investment management industry, working directly with institutional clients.
• In depth understanding of the Institutional marketplace and asset classes and investment product offerings.

Responsibilities

• Take full ownership of a pipeline of client onboarding events, delivering a positive experience by meeting and exceeding client expectations.
• Work directly with clients, consultants, OCIO providers, and other external stakeholders to guide each deal through the event lifecycle.
• Cultivate positive relationships with internal partners including Relationship Managers and Account Executives, Legal, Operations, KYC, Portfolio Management, and Billing, encouraging collaboration and positive onboarding event outcomes.
• Keep a diligent awareness of business risk and ownership of issues when they arise.

Skills

Institutional asset management

Client relationship management

Project leadership

Analytical thinking

Excellent communication

Regulatory compliance

Technology adaptability

Team collaboration

Detail-oriented

Problem solving

Education

Bachelor’s Degree

Job description

Job Description

State Street Investment Management (SSIM) is seeking a motivated Client Onboarding Manager with institutional client experience, who can excel in a fast-paced environment while working cohesively with their core team. Are you that person?

As a Client Onboarding Manager within SSIM’s Client Coverage Group, you will be responsible for managing the entire onboarding life-cycle for new and existing client relationships in North America. You will also be part of, and collaborate with, a talented team focused on managing events to match the investment goals of our clients in an efficient, helpful and timely manner.

To be successful, you will need to develop a thorough understanding of SSIM’s investment and operational capabilities, as well as our breadth of service offerings. Due to the complex and continually evolving client relationships and goals, the most successful Client Onboarding Managers are agile and able to develop collaborative relationships across our sales, legal, operations, compliance, investment, product, billing and other internal teams to achieve deadlines and develop a comprehensive working knowledge of the business and industry. As SSIM invests in technology you will be immersed in our efforts toward automation, efficiencies and creative thinking to achieve better ways of interacting with our clients and each other.

This role is part of the Client Coverage Group and you will report to the Head of Client Onboarding and Contracting in Boston.

Why this role is important to us

The team you will be joining is a part of State Street Investment Management, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

Join us if making your mark in the asset management industry from day one is a challenge you are up for.

As a Client Onboarding Manager you will

• Take full ownership of a pipeline of client onboarding events (ex: Separate Account launches and changes, Glidepath mandates, Collective Investment Vehicle fundings, Advisory relationships), focusing on delivering a positive experience by meeting and exceeding client expectations
• Work directly with clients, consultants, OCIO providers, and other external stakeholders to successfully guide each deal through the event lifecycle
• Cultivate positive relationships with internal partners including Relationship Managers and Account Executives, Legal, Operations, KYC, Portfolio Management, and Billing, encouraging collaboration and positive onboarding event outcomes
• Keep a diligent awareness of business risk and ownership of issues when they arise

These skills will help you succeed in this role

• Significant knowledge of the institutional asset management industry
• Adaptive approach to an ever-changing institutional market landscape and a willingness to embrace the gray
• Proven experience navigating complex client relationships and liaising with individuals at all levels of an organization
• Demonstrated analytical skills and thoughtful approaches to tasks and new situations
• Effective project leadership across multiple working groups both internally and externally to achieve our clients’ expectations
• Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures
• Outstanding attention to detail, extremely accurate and well organized
• Nimbleness towards technology so as to successfully use and adapt to multiple existing and new systems
• Superb verbal and written communication skills
• A willingness to learn, collaborate and take on additional responsibilities
• A positive, can-do attitude that motivates and inspires others
• A Champion of the client experience both internally and externally

Education & Preferred Qualifications

• Bachelor’s Degree required
• Minimum of 8 years’ experience in the investment management industry, working directly with institutional clients
• In depth understanding of the Institutional marketplace and the various asset classes and investment product offerings

Salary Range

$80,000 - $140,000 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.