Client Onboarding Manager, AVP - State Street Investment Management
$80k - $140kSTATE STREET CORPORATION
State Street Investment Management (SSIM) is seeking a motivated Client Onboarding Manager with institutional client experience, who can excel in a fast-paced environment while working cohesively with their core team. Are you that person?As a Client Onboarding Manager within SSIM’s Client Coverage Group, you will be responsible for managing the entire onboarding life-cycle for new and existing client relationships in North America. You will also be part of, and collaborate with, a talented team focused on managing events to match the investment goals of our clients in an efficient, helpful and timely manner.To be successful, you will need to develop a thorough understanding of SSIM’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 SSIM 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.This role is part of the Client Coverage Group and you will report to the Head of Client Onboarding and Contracting in Boston.Why this role is important to usThe team you will be joining is a part of State Street Investment Management, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.Join us if making your mark in the asset management industry from day one is a challenge you are up for.As a 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 outcomesKeep a diligent awareness of business risk and ownership of issues when they ariseThese skills will help you succeed in this roleSignificant 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 QualificationsBachelor’s Degree requiredMinimum of 8 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.Salary Range:$80,000 - $140,000 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.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 State StreetAcross 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.Discover more information on jobs at StateStreet.com/careersRead our CEO StatementJob Application Disclosure: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. #J-18808-Ljbffr STATE STREET CORPORATION
$110k - $188.75k
...experienced Senior National Account Manager to join our US Wealth Sales Team. This... ...growth and increase market share for State Street investment products. Due to the role requirements... ...adoption. Drive new platform onboarding and expansion, including due diligence...SuggestedTemporary workWork at officeHome officeFlexible hours$110k - $188.75k
...Associate National Accounts Manager to join our DC Intermediary... ...and increase market share for State Street Investment Management.Due to the role... ...partners to ensure alignment of client objectives and State Street... ...intermediary demand. The AVP will play a key role in supporting...SuggestedTemporary workWork at officeHome officeFlexible hours- STATE STREET CORPORATION in Quincy, Massachusetts is seeking a Project Manager to lead strategic projects that drive outcomes for clients and employees. The successful candidate will coordinate project activities, track progress, and manage communications across diverse...Suggested
$80k - $140k
...dynamically.Why this role is important to usState Street Client Service’s ambition is to do better... ...Projects enables that ambition by managing the transformative and strategic projects... ...outcomes to our clients, employees, and State Street’s investors.What you will be responsible...SuggestedTemporary workFlexible hours$83k - $104k
...Citizens Private Client Relationship Manager (PCRM) At Citizens,... ...: Acquire and onboard new affluent and high... ...Grow net deposits, investments, and lending balances... ...of every local and state jurisdiction in the... ...Locations 607 Boylston Street, Boston, MA, 02116,...SuggestedFull timeLocal areaFlexible hoursShift work- ...communication and automation, managing big data and providing... ...of tech and communication. We invest and develop advances in technology... .... Training and servicing new clients on the full suite of our products... ...clients once they are fully onboarded. 3. Building meaningful...
$85k
...The Standard. Job Summary As a Regional Client Manager on the Employee Benefits team, you will... ...Disability insurance license for all states within the office’s assigned territory... ...StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage...Work at officeLocal area$225k - $325k
...Position Summary SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between... ..., or any other characteristic protected by local, state and/or federal law. Focus complies with...Full timeWork at officeLocal area$225k - $337.5k
Head of Client Engagement Transformation Office The Head of Client... ...models for client lifecycle management Lead the centralisation of... ...enterprise‑level KPIs (e.g. onboarding cycle time, RFP... ...criminal penalties and civil liability. #J-18808-Ljbffr State StreetPermanent employmentWork at office$120k - $150k
...partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and... ...for Franklin Templeton investment strategies and solutions within the... ...other basis protected by federal, state, or local law, ordinance, or regulation...Work at officeLocal area$110k - $215k
...is responsible for expanding client relationships by identifying... ...includes executing the Client Management Process and partnering across... ...lines with a strong emphasis on Investment Products Leads complex... ...equivalent Shift 1st shift (United States of America) Hours per Week 4...Shift workDay shift$200k - $230k
...to doing what’s right for our clients. At CIBC, we embrace your... ...Alternatives Client Portfolio Manager (CPM), you will be a vital bridge between our alternative investment team, business development/advisor... .... Job Location 100 Federal Street, 37th Floor (inactive)...Local areaRemote work$60k - $90k
## Retiree Services Client Service Manager, OfficerApplylocations: Quincy, Massachusettstime type:... ...contact with Client Service Operations, and AVP or VP.**Other duties as assigned** o... ...are eligible to participate in State Street’s comprehensive benefits program, which...Temporary workWork at officeFlexible hours$62.5k - $87.5k
...Job Overview Wealth Client Relationship Manager – Wealth Management. Partner with Wealth Management Advisors... ...preferred). •Excellent knowledge of investment solutions recommended by advisors and... ...Health Insurance license (Resident State – multiple issuers). Physical...$140k - $150k
...independent, privately-owned wealth management firm affiliated with a... ...specializes in comprehensive investment advice tailored to the complex... ...management practice. The Client Development & Portfolio Manager... ...investment philosophy, win and onboard new clients and serve as a...Work at office2 days per week- ...team is the main tax point of contact for Clients, for 3rd party vendors, and for Client... ...requirements, tax return filings, federal and state estimated tax payments, shareholder year... ...for improvements and provide metrics to management Develop a strong knowledge of internal...Local area
$85k - $95k
...specific software, to help our clients get paid, and help their... ...an Enterprise Client Success Manager to own and grow relationships... ...to building and maintaining onboarding best practices alongside the... ...applicable national, federal, state or local law. The US base salary...Full timeTemporary workLocal areaImmediate start$83k - $104k
Citizens in Brookline, Massachusetts, is seeking professionals to onboard affluent clients into their investment services. Responsibilities include growing net deposits and fostering long-term relationships through exceptional client experiences. The ideal candidate will...- Citizens in Somerville, MA is seeking a dedicated client manager to acquire and onboard high-net-worth clients. The role focuses on growing net deposits and investments through personalized financial planning and proactive relationship management. Ideal candidates will...
- ...professional responsible for expanding client relationships and advising clients on their... .... The role entails driving new investment business and collaborating with internal... ...of experience in high-net-worth client management, possess strong interpersonal skills, and...
$123k - $159k
Description As the Client Implementation Project Manager, the individual is responsible for leading the end‑... ...Support teams to deliver a seamless onboarding and go‑live experience. This role... ...other category protected by federal, state and/or local laws. At Citizens, we...Work at officeLocal areaRemote workFlexible hours- ...Personal Lines Client Service Manager At Gallagher, we're united by a commitment to one another's growth and the pursuit of shared goals. We... ...referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be...Live outWork at officeLocal areaRemote workMonday to FridayFlexible hours
- Cambridge Associates in Boston, MA, seeks a Manager for the Client Reporting Group. You will lead a team of 15-20 analysts, ensuring high-quality... ...have a BA/BS and 4-10 years of relevant experience in investments or client reporting. This position offers a competitive...
- ...Introduction At Gallagher, we help clients face risk with confidence because we believe that... .... Overview The Branch Client Service Manager II is accountable for delivering high quality... ...characteristics”) by applicable federal, state, or local laws. Equal employment...Full timeLive outWork at officeLocal areaFlexible hours
$95k - $120.65k
...Client Manager The Client Manager will serve as the primary point of contact for Zelis clients for their assigned book of business. The... ...expression, or any other characteristic protected by federal, state or local laws. We welcome applicants from all backgrounds and...Full timeContract workWork at officeLocal areaVisa sponsorshipFlexible hours- ...Introduction At Gallagher, we help clients face risk with confidence because we believe that... ...we’relooking for a Senior Client Service Manager to join our Commercial team. In this role... ...characteristics”) by applicable federal, state, or local laws. Equal employment...Full timeLive outWork at officeLocal areaFlexible hoursShift work
$109k - $136.25k
## Client Relationship ManagerApplylocations: Boston, MAtime type: Full timeposted on: Posted... ...Now****## **Get to Know the Opportunity**Manages all aspects of specific sponsored plans... ..., or any other status protected by state or local law.*****Reasonable Accommodations...Part timeWork experience placementWork at officeLocal areaRemote workWork from homeFlexible hours$140.4k - $229.1k
Cambridge Trust - A Division of Eastern Bank is hiring a Senior Client Portfolio Manager - Investments (Boston - Hybrid) Hiring Range: $140,401 - $229,103 The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills...Work at office$100k - $130k
...providing the necessary tools for operators to manage and optimize it, all from one central... ...end‑to‑end customer lifecycle, including onboarding, adoption, renewal, and expansion Build... ...parental leave (12 weeks), in addition to state and federal leave standards Pre‑tax...Contract workWork at office$115.5k - $126k
...The Customer Success Manager is integral part of our Worldwide Customer Success team at... ...have the best possible experience from onboarding throughout their lifetime with Azul. This... ...newly hired employees working in the United States. For more information about E-Verify,...Remote workWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Onboarding Manager, AVP - State Street Investment Management. Be the first to apply!
- client engagement manager Quincy, MA
- client executive Quincy, MA
- client services supervisor Quincy, MA
- engagement manager Quincy, MA
- client experience manager Quincy, MA
- engagement director Quincy, MA
- client services coordinator Quincy, MA
- client manager Quincy, MA
- client service manager Quincy, MA
- client relationship manager Quincy, MA


