State Street
Senior Client Onboarding Manager, VP I - State Street Global Advisors
State Street, Boston, Massachusetts, us, 02298
State Street Global Advisors Trust Company (SSGA) is seeking a motivated Senior Client Onboarding Manager with significant institutional client experience, who can excel in a fast-paced environment while working cohesively with their core team. Are you that person?As a Senior Client Onboarding Manager within SSGA’s Client Coverage Group, you will be responsible for an individual pipeline of events managing the entire onboarding life-cycle for new and existing client relationships in North America. You will help manage the team’s overall pipeline by assigning events as they hit the team’s queue, and as a senior member of the team, you will also assist with training and be available to team members for questions and issues resolutions.To be successful, you will need to develop a thorough understanding of SSGA’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 SSGA 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. You will also partner with your colleagues in other regions to ensure global consistency in our processes and to continuously improve the overall experience of our clients.This role is part of the Client Coverage Group and you will report to the Head of Client Onboarding and Contracting in Boston, MA.As a Senior 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 expectationsWork directly with clients, consultants, OCIO providers, and other external stakeholders to successfully guide each deal through the event lifecycleCultivate positive relationships with internal partners including Relationship Managers and Account Executives, Legal, Operations, KYC, Portfolio Management, and Billing, encouraging collaboration and positive onboarding event outcomesWorking closely with the Head of Onboarding, contribute to the ongoing process initiatives both across the department and globe to improve the client experience, workflows and risk mitigation effortsParticipate in projects and enhancementsAct as escalation point for team members to help strategize solutions on issues and challenges for client eventsKeep a diligent awareness of business risk and ownership of issues when they ariseWhat we value
A solutions-oriented strategic thinker with a project management mindset who can see the bigger picture beyond the day-to-day events, identify broader challenges and risks to the onboarding processes and provide proposals for resolutionSignificant knowledge of the institutional asset management industryAdaptive approach to an ever-changing institutional market landscape and a willingness to embrace the grayProven experience navigating complex client relationships and liaising with individuals at all levels of an organizationDemonstrated analytical skills and thoughtful approaches to tasks and new situationsEffective project leadership across multiple working groups both internally and externally to achieve our clients’ expectationsAbility to thrive in a highly regulated environment that demands full compliance with policies and proceduresOutstanding attention to detail, extremely accurate and well organizedNimbleness towards technology so as to successfully use and adapt to multiple existing and new systemsSuperb verbal and written communication skillsA willingness to learn, collaborate and take on additional responsibilitiesA positive, can-do attitude that motivates and inspires othersA Champion of the client experience both internally and externallyEducation & Preferred Qualifications
Bachelor’s Degree requiredMinimum of 10 years’ experience in the investment management industry, working directly with institutional clientsIn depth understanding of the Institutional marketplace and the various asset classes and investment product offeringsAre you the right candidate? Yes!We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.About State Street Global Advisors
What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmative action employer.Salary Range:$100,000 - $167,500 AnnualThe 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.
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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 expectationsWork directly with clients, consultants, OCIO providers, and other external stakeholders to successfully guide each deal through the event lifecycleCultivate positive relationships with internal partners including Relationship Managers and Account Executives, Legal, Operations, KYC, Portfolio Management, and Billing, encouraging collaboration and positive onboarding event outcomesWorking closely with the Head of Onboarding, contribute to the ongoing process initiatives both across the department and globe to improve the client experience, workflows and risk mitigation effortsParticipate in projects and enhancementsAct as escalation point for team members to help strategize solutions on issues and challenges for client eventsKeep a diligent awareness of business risk and ownership of issues when they ariseWhat we value
A solutions-oriented strategic thinker with a project management mindset who can see the bigger picture beyond the day-to-day events, identify broader challenges and risks to the onboarding processes and provide proposals for resolutionSignificant knowledge of the institutional asset management industryAdaptive approach to an ever-changing institutional market landscape and a willingness to embrace the grayProven experience navigating complex client relationships and liaising with individuals at all levels of an organizationDemonstrated analytical skills and thoughtful approaches to tasks and new situationsEffective project leadership across multiple working groups both internally and externally to achieve our clients’ expectationsAbility to thrive in a highly regulated environment that demands full compliance with policies and proceduresOutstanding attention to detail, extremely accurate and well organizedNimbleness towards technology so as to successfully use and adapt to multiple existing and new systemsSuperb verbal and written communication skillsA willingness to learn, collaborate and take on additional responsibilitiesA positive, can-do attitude that motivates and inspires othersA Champion of the client experience both internally and externallyEducation & Preferred Qualifications
Bachelor’s Degree requiredMinimum of 10 years’ experience in the investment management industry, working directly with institutional clientsIn depth understanding of the Institutional marketplace and the various asset classes and investment product offeringsAre you the right candidate? Yes!We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.About State Street Global Advisors
What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmative action employer.Salary Range:$100,000 - $167,500 AnnualThe 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.
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