Client Implementation Associate, Officer - State Street Investment Management
$60k - $101.25kState Street
As the Client Implementation Associate, you will: Lead the planning, coordination and execution of client and product events at State Street Investment Management (SSIM) across multiple global regions including: Client fundings for separate accounts and commingled funds Client mandate changes Launching of company sponsored ETFs, Mutual Funds, Seed Funds and Commingled products Client and Fund liquidations and terminations In-kind contributions and withdrawals Custodian and Recordkeeper changes Contractual review including comments and approvals Engage the organization ensuring that all appropriate parties and functional groups are informed, involved, and in asset structuring processes This includes the evaluation of the complexity, fund structures, special requirements, and risks associated with each event Work with Relationship Managers, Product Development and Investment teams to clearly articulate event requirement and solicit input as needed Make adjustments to plan and execution, depending on external needs and internal business policies and standards Participate in or lead projects aimed at continually improving the firm’s overall business processes Own, along with the Investment team, the process of implementing a client event from an investment perspective These skills will help you succeed in this role: Minimum 6 years’ experience in the investment management field with specific focus on investment operations and investment experience Deep understanding of complex investment issues, processes and vehicles and how these relate to client events Strong desire to continuously improve industry and investment knowledge Strong project management skills Excellent interpersonal, time management and execution skills such as prioritization and multi-tasking under time constraints Ability to build and maintain professional relationships with clients, internal teams, consultants custodians and transition managers, and optimally interact with all levels of an organization Ability to take a leadership role in the decision-making process and bringing parties to a consensus Strong business discernment, including the ability to synthesize complex issues and optimally balance substantial objectives Strong analytical skills and the ability of understanding client objectives and developing effective and appropriate solutions to meet those objectives Consistent track record of successfully leading client events Excellent written & verbal communications and presentation skills Great teammate with a positive attitude Bachelor’s Degree required, with a CFA/MBA or equivalent experience preferred Salary Range: $60,000 - $101,250 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 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. Job 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. End Date July 15, 2026 For further information, and to apply, please visit our website via the “Apply” button below. #J-18808-Ljbffr State Street
$65k - $113.75k
...role described as AML Analyst (Officer level) within SSIM’s Anti-... ...Business & KYC Lifecycle Management Perform AML/KYC risk assessments... .... Identify high-risk clients and escape appropriately. AML... ...criminal penalties and civil liability. #J-18808-Ljbffr State StreetSuggestedTemporary work$60k - $101.25k
...about joining a premier asset management firm as part of their... ...dynamic distribution team?At State Street Investment Management, we are looking for an Internal Sales Associate to join our Defined Contribution... ...with DC-focused intermediary clients. You will collaborate...SuggestedTemporary workFlexible hours$120k - $202.5k
...greater participation in client searches, and revenue... ...consultant channels. Manage relationships across... ...headquarters and field offices, and a select number... ...with Portfolio Managers, Investment Strategists, Sales,... ...eligible to participate in State Street’s comprehensive...Suggested- ...Wealth Management Client Associate Boston, Massachusetts To proceed with your... ...wealth management and investment products and services for individuals... ...is committed to an in-office culture that supports... ...Shift: 1st shift (United States of America) Hours Per Week...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$70k - $93k
...education and guidance around the proper use and management of PTC software. They will also conduct... ...related field Proficient with Microsoft Office applications Knowledge of the software... ...other characteristic protected by local, state, or federal laws, rules, or regulations....SuggestedWork at officeLocal areaImmediate startFlexible hours$25 - $44 per hour
...Company Overview Merrill Wealth Management is a leading provider of... ...comprehensive wealth management and investment products, specializing in... ...is responsible for providing client service support to multiple... ...liability. Shift 1st shift (United States of America) Hours Per Week 37...Hourly paySeasonal workRemote workWork from homeShift workDay shift$55k - $85k
...Overview Registered Client Associate — Full Time, Clerical, Boston, MA... ...cornerstone of personalized wealth management. Headquartered in Boston, MA, with offices across the United States, we’re a community... ...offering a comprehensive suite of investment services including...Full timeTemporary workWork at officeRemote workMonday to FridayFlexible hours$190k
...Senior Account Manager - Financial Services Boston, Massachusetts, United States. Guidepoint's Client Service teams are passionate about expanding our reach with both new and... ...Product Manager with strong expertise in Investment Management and Private Market… Job type: Full...Full timeRemote workWork from home- ...Chief Strategy Officer (CSO) About the Company Accomplished medical device company... ...the company's operations and to support management in strategic discussions. Applicants for... ...strategy, corporate development, investment banking, private equity, consulting, or...
- ...experienced and established real estate investment management firm. Since its inception, through... ...indirect reporting to the Chief Compliance Officer ("CCO"), and will support the... ...Support: Support the development, implementation, ongoing enhancement and monitoring...Flexible hours
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...Rockefeller Capital Management Rockefeller... ...882 as the family office of John D. Rockefeller... ...the United States, as well as an office... ...oversees $221 billion in client assets as of May 3... ...team as a Client Associate. The Client... ...activities Complete investment subscription...Work at officeLocal area- ...is responsible for providing client service support to potentially... ...excellence and risk management. Identifies, deepens, and maintains... ...knowledge and an understanding of investment products. Experience working... ...Shift: 1st shift (United States of America); Hours Per Week:...Seasonal workShift workDay shift
- ...Chief Lending Officer About the Company Impact-led financial services organization... ...business development business advising investment banking capital markets... ...CLO will be a key member of the Executive Management Team, engaging with the Board, and must...
- SMX seeks a Senior Enterprise Solution Architect and Growth Lead for its State & Local Government practice in Boston. You will own product development, solution design, and delivery for cloud migration, modernization, AI/ML, and data analytics engagements while leading...Local area
- ...a Senior Enterprise Solution Architect and Growth Lead for our State & Local Government practice. You will own product development, solution... ..., AI/ML, and data & analytics engagements. This is a client-facing role with both delivery accountability and business development...Local area
- Longfellow Investment Management in Boston is seeking a Marketing & Client Service Associate to support client relationships and business development efforts. This role requires a proactive mindset in a fast-paced environment. The ideal candidate will have extensive experience...
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...2366806 Job category: Network Management HYBRID IN MA Explore opportunities... ...standards such as NCQA, CMS and State credentialing requirements.... ...4:30pm . Location: 147 Milk Street 9 th Floor Boston, MA 02215 (Post Office Square). This is a hybrid role,...Hourly payMinimum wageFull timeTemporary workWork experience placementWork at officeLocal areaRemote workMonday to Friday- ...must follow HUD and Federal Management standards. Ensure all necessary... .... Proficiency with Microsoft Office to include Word, Excel, and... ...of real estate development, investing, and property management, Schochet... ...at the federal, state, and local level, as well as...Interim roleWork at officeLocal area
$121.75k
...Public Schools Central Office - Human Resources -... ...District Performance Management Liaison (SY26-27) Boston... ...for providing direct implementation support and customer service... ...Plans according to state regulations; Use BPS’... ...2300 Washington Street Roxbury, Massachusetts...Permanent employmentFull timeWork at officeImmediate startWork visa$70k - $118.75k
...developments, meets with clients, and analyzes... ...regulatory requirements.This Officer role will support the... ...joining is a part of State Street Markets. As a leading... ...indicators that power clients’ investment decisions, accelerate... ...in Boston. The team manages Credit, Market, and...Temporary workWork at officeFlexible hoursShift work$130k - $150k
Client Portfolio Associate - International EquitiesSkip to main contentWe... ..., Florida, United States of America: Stamford... ...thinking asset manager, we build dynamic relationships... ...Templeton Global Investments (TGI) capabilities... ...in Microsoft Office, including strong Excel...Work at officeLocal areaWorldwideFlexible hours$80k - $90k
...CAPTRUST is seeking a Senior Client Management Associate who will use specialized... ...of experience within Family Office and Wealth Management environments... ...knowledge of alternative investments is a plus Strong... ...status protected by federal, state, or local laws. #associate...Temporary workWork experience placementWork at officeLocal areaFlexible hours$49.5k - $77k
...Description Embrace RBC Wealth Management's core values and... ...advisors and our clients. As a Client Associate/Registered Client Associate... ...maintain account records, implement technology changes and... ...Address: 80 Washington Street, Norwell, United States of America City:...Full timeFlexible hours- A leading investment management firm in Boston is seeking a Compliance Associate to assist in monitoring the firm’s investment compliance program. The ideal candidate... .... A hybrid work environment is offered, with in-office days required mid-week. #J-18808-Ljbffr Geode Capital...Work at office
- ...Analyst to join its growing team. This role offers broad exposure to SEC regulatory compliance, corporate governance, risk management, and investment adviser operations within a sophisticated institutional investment environment. This is an excellent opportunity for an...
$65k - $113.75k
The ideal candidate is client focused with a strong knowledge of the... ...Executives and Relationship Managers in support of existing relationships with some of State Street ’s top strategic clients. In this... ...forAs Client Analyst Officer you will (not an exhaustive list...Contract workTemporary workWork at officeFlexible hours$44k - $66k
...opportunity? Embrace RBC Wealth Management’s core values and... ...advisors and our clients. As a Client Associate/Registered Client Associate... ...maintain account records, implement technology changes and prepare... ...Details Address: 53 STATE STREET:BOSTON City: Boston...Full timeFlexible hours- ...Client Service Associate Boston, Massachusetts, United States About the Job An established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal... ...sits in the downtown Boston office and will have a hybrid...Work at office
- An investment management firm based in Boston is seeking an experienced Compliance Officer to oversee the compliance program's daily operations. This role requires over 8 years of compliance experience in financial services, a strong understanding of SEC regulations, and...
$170k - $200k
...Chief Compliance Officer - Investment Advisor... ....S.-based asset management firm. Reporting... ...operational, and client-facing teams. You... ...funds in designing, implementing, and administering... ...hairstyle historically associated with race to... ...federal, state, or local laws and...Local areaFlexible hours
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