Client Partner, Vice President

State StreetNew York, NY
1d$110,000 - $188,750

About The Position

Fund Connect is looking for a Client Partner (VP) 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. Why this role is important to us The team you will be joining is a part of State Street Markets (SSM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. SSM’s number one goal is to enhance and preserve our clients’ portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world. Fund Connect, part of the GlobalLINK suite of electronic trading and data solutions, 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. Join us if making your mark in the capital markets industry from day one is a challenge you are up for.

Requirements

  • 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.
  • 7+ years in the financial services industry, preferably in the Money Market Fund/liquidty management industry and/or financial technology
  • Bachelor’s degree, FINRA Licenses 7 and 63 and a clean U-4 will be required
  • Established relationships in the buy-side industry, with experience working across a range of client types and segments including large multi-national corporations and alternative asset managers
  • Experience selling SaaS or technology-enabled financial solutions

Responsibilities

  • Own overall revenue outcomes for assigned clients through driving new business, upsell, and cross-sell opportunities
  • Act as the senior 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 to 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

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service