Institutional Client Onboarding Lead

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

Benefits offered by this job

401K with company match

Paid time off

Insurance coverage

Job summary

State Street Investment Management (SSIM) seeks a Client Onboarding Manager to oversee onboarding for North American client relationships, coordinating with a broad set of internal teams to ensure timely, accurate events.

The role emphasizes building collaborative relationships across sales, legal, operations, compliance, investment, product, and billing while navigating a fast-paced environment. A strong client-focus is essential.

Qualifications

• Bachelor’s Degree required.
• Minimum 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 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

Skills

Institutional asset management

Adaptability

Client relationship

Analytical

Project leadership

Compliance

Detail oriented

Tech-savvy

Communication

Learning mindset

Positive attitude

Client experience

Education

Bachelor’s Degree

Job description

State Street Investment Management (SSIM) seeks a Client Onboarding Manager to oversee onboarding for North American client relationships, coordinating with a broad set of internal teams to ensure timely, accurate events.

The role emphasizes building collaborative relationships across sales, legal, operations, compliance, investment, product, and billing while navigating a fast-paced environment. A strong client-focus is essential.