Senior Asset Owner Relationships Lead (MD)

State Street; Quincy (MA); On-site; USD 170,000 - 268,000; Full time

Job summary

State Street is seeking a Managing Director to lead the Asset Owner Relationship Management Team. This role combines player-coach leadership with strategic client engagement across pensions, endowments, foundations, corporations, and OCIOs to deepen relationships and deliver holistic custody, accounting, performance, and data services.

You will mentor a high-performing team, coordinate with product and operations, and drive growth while maintaining rigorous governance and client satisfaction.

Qualifications

• 15+ years of experience in institutional relationship management, preferably within Asset Owner segments.
• Proven leadership in managing complex client relationships and cross-functional teams.
• Ability to facilitate meetings with all levels within the client organization – from Executive Leadership to Operational points of contact.
• Ability to gain an understanding of client business, challenges and strategic direction and articulate value for new products and solutions.
• Proven ability to earn client trust and develop relationships (internal and external).
• Deep understanding of investment operations, data platforms, and regulatory environments.
• Exceptional communication, negotiation, and executive presence.
• Bachelor’s degree required; advanced degree or CFA preferred

Responsibilities

• Lead a team of relationship managers and ensure deepening client relationships and delivery.
• Manage assigned clients to develop new business while retaining revenue streams.
• Drive growth and achieve revenue targets with assigned clients.
• Prepare account plans and deliver business overviews for stakeholders (pipeline, trends, YoY).
• Maintain client data in SF360 CRM including contacts, opportunities, meetings, and campaigns.
• Coordinate with product, technology, and operations to deliver holistic solutions.
• Escalate and resolve critical service issues and blockers.
• Assist with client presentations, meetings, product collaboration, RFPs and sales execution.

Skills

Leadership

Relationship management

Executive presence

Cross-functional collaboration

Strategic thinking

Education

Bachelor's degree

Advanced degree or CFA preferred

Tools

SF360 CRM

Job description

State Street is seeking a Managing Director to lead the Asset Owner Relationship Management Team. This role combines player-coach leadership with strategic client engagement across pensions, endowments, foundations, corporations, and OCIOs to deepen relationships and deliver holistic custody, accounting, performance, and data services.

You will mentor a high-performing team, coordinate with product and operations, and drive growth while maintaining rigorous governance and client satisfaction.