Institutional Client Onboarding Lead

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

Job summary

State Street Investment Management is seeking a Client Onboarding Manager with institutional client experience to manage the onboarding lifecycle for North America. You will collaborate with internal teams including sales, legal, operations, and billing to deliver timely, accurate onboarding events.

The role requires building strong client relationships, navigating regulatory requirements, and driving process improvements through automation and technology integration.

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

Responsibilities

• Take ownership of the onboarding events pipeline for new and existing client relationships

Skills

Institutional experience

Asset management

Relationship building

Analytical skills

Project leadership

Regulatory compliance

Attention to detail

Tech-savvy','weight":5}, {

Education

Bachelor’s Degree

Job description

State Street Investment Management is seeking a Client Onboarding Manager with institutional client experience to manage the onboarding lifecycle for North America. You will collaborate with internal teams including sales, legal, operations, and billing to deliver timely, accurate onboarding events.

The role requires building strong client relationships, navigating regulatory requirements, and driving process improvements through automation and technology integration.