15 days old

Client Executive, State Street Global Advisors, Vice President

State Street
Boston, MA 02109
  • Job Code
Who we are looking for

The successful OCIO Client Executive candidate must have demonstrated ability managing investment activity from a client mindset. The OCIO Client Executive will serve as an extension of client staff and be the primary, single-point of contact for several Not-For-Profit (NFP) clients. This person must be able to identify, articulate and advocate client investment needs with internal investment teams. Specific responsibilities include 1) managing investment and governance activity, 2) ensuring portfolios are positioned appropriately and in line with investment policy statements, and 3) inspiring client confidence that their needs will not only be met, but also exceeded. In addition, this person will coordinate activity with the client service team that handles onboarding, reporting, investment performance analytics and billing.

This position reports to the managing director, Head of Client Engagement. He/she must have a demonstrated record of interfacing with NFP clients and ability to communicate NFP investment concepts in a clear, concise and convincing manner. 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

This role will be central in terms of retaining and expanding SSGA's OCIO NFP book of business which is a strategic priority. The OCIO Client Executive will be part of SSGA's Investment Solutions Group ("ISG"). ISG's range of services include asset liability modeling, asset allocation recommendations, open-architecture manager research, ongoing portfolio management including rebalancing and liquidity management, overlay hedging, reporting, audit support and trustee education.

Join us if making your mark in the asset management industry from day one is a challenge you are up for.

What you will be responsible for

As Vice President you will:

  • Own the end-to-end client experience
  • Advocate and deliver on client needs by directing and collaborating with OCIO teammates and other stakeholders
  • Partner with sales team to best demonstrate SSGA's value proposition with NFP prospects
  • Monitor client portfolios and make recommendations when necessary
  • Work with client service team to ensure client needs are not only met, but also exceeded
  • Be the first call from clients - extension of staff
What we value

These skills will help you succeed in this role

  • Experience working directly with, or for, foundations, endowments and other NFP entities
  • Knowledge of ESG and alternative investments
  • Able to independently manage and prioritize multiple client projects
  • Excellent organizational, project planning and execution skills
  • Outstanding written and verbal communication skills
  • Able to develop and maintain professional relationships with internal and external parties
  • Willing and able to take leadership role
  • Thrives in business building environment with changing priorities
Education & Preferred Qualifications
  • Minimum of 7 years investment experience
  • MBA and/or CFA preferred
Additional requirements

Travel of about 10%-20% 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 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.

Company: State Street Global Advisors

Salary Range:
$120,000 - $202,500 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.

Posted: 2023-01-21 Expires: 2023-02-19
Sponsored by:
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Sponsored by:
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Client Executive, State Street Global Advisors, Vice President

State Street
Boston, MA 02109

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