Who we are looking for

Fund Connect is looking for a Client Partner (AVP) reporting to the Head of Product Sales to join our team to ensure client success through strong engagement and exceptional service. You are responsible for managing your own book of client relationships - anticipating, understanding and addressing your clients’ needs on a day-to-day basis. You must also build strong relationships across the broader sales, operations, legal, compliance and other internal teams critical to the end-to-end client lifecycle, from initial contact, through on-boarding and beyond. With a consultative, solutions-oriented approach you will be expected to demonstrate initiative, energy, and superior networking skills to develop trust and accountability across both the existing client base and the State Street organization.

This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Why this role is important to us

The team you will be joining is a part of State Street Markets. As a leading provider of trading and lending solutions to the world’s institutional investors, we deliver the industry’s most innovative platforms, financing and portfolio solutions. Our capabilities are backed by proprietary, high-value research, insights and indicators that power clients’ investment decisions, accelerate performance and help investors stay ahead of shifting markets. Across our comprehensive set of solutions – data-driven macro market intelligence that give an information advantage; client-first platforms and tools that redefine trading; financing solutions that streamline liquidity access; and portfolio solutions designed to help achieve peak performance – we deliver a breakthrough edge to drive business success.

Investors are operating in increasingly complex regulatory and financial environments. Access to efficient, comprehensive trading solutions is vital to remaining competitive. Our GlobalLINKTM suite of award-winning electronic trading solutions deliver increased transparency, improved trading efficiency and quantifiable execution. Fund Connect, a division of GlobalLINKTM, is State Street’s market-leading global platform for trading Money Market Funds, Primary Market ETFs, Liquidity Instruments and Investment Funds. Fund Connect provides efficiencies to the entire pre- and post-trade lifecycle across multiple asset classes.

What you will be responsible for

As Client Partner you will:

• Own overall revenue outcomes for assigned clients through driving new business, upsell, and cross-sell opportunities

• Act as the point of accountability for the client relationship. Maintain executive-level relationships to understand the client’s business strategy, operating model and challenges to position GlobalLINK as a strategic partner

• Lead account planning and opportunity road-mapping to identify whitespace opportunities across products, services, and geographies by aligning client needs with our firm-wide capabilities and strategic priorities

• Coordinate internal stakeholders to ensure the right resources are engaged at the right time. Break down silos to deliver integrated, enterprise-level solutions.

• Maintain overall client health and retention by balancing growth ambitions with long-term sustainability. Proactively manage issues, escalations, and service risks; ensure delivery teams are aligned to client expectations.

• Develop expertise on industry trends, competitor services/offerings, and clients’ business environment to provide clients with industry insights, sharing themes as well as current and potential impact on the client business model; represent the firm at conferences and be an active participant in related activities

• Assimilate and share competitor intelligence keeping our Business Solutions team informed of market activity

What we value

These skills will help you succeed in this role

• A strong track record demonstrating success in cultivating meaningful client relationships

• Outstanding communication (written and oral) and interpersonal skills; ability to interact professionally with business leaders and technical teams alike

• A proactive, opinionated mindset with a strong desire to influence product direction and decision-making

• An extremely flexible, hands-on approach with a “do what it takes” mentality and a willingness to challenge current paradigms

• Strong team orientation with a collaborative mentality; thrives in cross-functional environments and values shared success.

Education & Preferred Qualifications

• 4+ years in the financial services industry, preferably in the Money Market Fund/liquidity management industry and/or financial technology

• Bachelor’s degree, FINRA Licenses 7 and 63 and a clean U-4 will be required

• Experience selling SaaS or technology-enabled financial solutions

Additional requirements

Travel up to 25% may be required.

Are 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 What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

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:

$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.

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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.