Talent.com
Senior Client Experience Manager, VP I - State Street Investment Management

Senior Client Experience Manager, VP I - State Street Investment Management

State StreetBoston, MA, US
15 days ago
Job type
  • Full-time
Job description

Senior Client Experience Manager

We are hiring a Senior Client Experience Manager to drive the client experience strategy for State Street Investment Management's US Wealth Business. Reporting to the Head of Client Experience, you will be responsible for developing and leading a comprehensive event strategy that strengthens client relationships, increases brand awareness, and delivers measurable outcomes tied to business objectives.

You should possess knowledge of the wealth business, strong event experience and proven experience building a client experience strategy. In a highly competitive market, you will help deepen SSIM's client relationships to give our advisor clients the best chance for investment success.

Key Responsibilities :

  • You will be responsible for developing the US Wealth client experience roadmap, setting strategic direction and overseeing the execution of all initiatives relating to the US Wealth's client experience
  • Act as a subject matter expert in client event strategy, staying ahead of industry trends and leveraging our unique abilities and resources, to ensure State Street remains a leader in client engagement
  • Navigate complex organizational situations to build a common understanding and align on the path to improve the end-to-end client experience and outcomes
  • Bring a One State Street view to industry conferences, client events; partnering with Marketing, Communications, and Distribution to align client event strategy with broader brand and distribution goals
  • Manage a complex annual budget to support the client experience strategy
  • Continuously measure and evaluate the effectiveness of client experience programs and work with the business to identify areas of opportunity and improvement
  • Deliver risk excellence and comply with the sales supervision culture that demonstrates and promotes the highest ethical standards

Qualifications :

  • Minimum of 10 years of financial services event marketing and / or marketing communications experience
  • Demonstrated track record of successfully navigating complex organizations and marshalling resources to complete strategic initiatives
  • Ability to juggle, prioritize and balance goals, projects and personalities
  • Demonstrated ability to confidently interact with and influence stakeholders
  • Strategic and forward-looking mindset. Ability to identify key trends and advise how the business can enhance its client experience strategy
  • Ability to use data and metrics to set and drive strategic objectives.
  • Excellent verbal and written communication and sales presentation skills
  • Strong budget oversight and optimization
  • Fluency with Microsoft PowerPoint, Word, and Excel
  • Willing to travel for client experience programs (10% - 15%)
  • 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.

    Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our values. It's also part of our dedication to inclusion, development and engagement, and corporate social responsibility. You'll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.

    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 Investment Management

    What We Do. As the asset management arm of State Street Corporation, State Street Investment Management 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 Investment Management 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 Investment Management

    Salary Range : $110,000 - $177,500 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.

    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.

    Create a job alert for this search

    Senior Client Manager • Boston, MA, US

    Related jobs
    • Promoted
    Manager, Digital Client Experience

    Manager, Digital Client Experience

    HarbourvestBoston, MA, United States
    Full-time
    For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners...Show moreLast updated: 4 days ago
    • Promoted
    Senior Digital Experience Manager

    Senior Digital Experience Manager

    StarburstBoston, MA, United States
    Full-time
    Starburst is the data platform for analytics, applications, and AI, unifying data across clouds and on-premises to accelerate AI innovation. Organizations from startups to Fortune 500 enterprises in...Show moreLast updated: 4 days ago
    • Promoted
    Sr. Director, Strategic Partnerships and Commercialization, Boston, NY or Miami

    Sr. Director, Strategic Partnerships and Commercialization, Boston, NY or Miami

    Santander USBoston, MA, United States
    Full-time
    Director, Strategic Partnerships and Commercialization, Boston, NY or Miami.Country : United States of America.Santander is a global leader and innovator in the financial services industry.We believ...Show moreLast updated: 4 days ago
    • Promoted
    Senior Director, NA Pricing & Global Pricing Capabilities - US Remote

    Senior Director, NA Pricing & Global Pricing Capabilities - US Remote

    CimpressWaltham, MA, United States
    Remote
    Full-time
    We are seeking an exceptional Head of Pricing to lead both North American pricing and champion our global pricing capability. The primary focus of this role is to lead Pricing (including list and pr...Show moreLast updated: 4 days ago
    • Promoted
    Tax Senior / Manager / Senior Manager / Director AssetManagement

    Tax Senior / Manager / Senior Manager / Director AssetManagement

    Catalyst LabsBoston, MA, United States
    Full-time
    Cayman Islands | Bermuda | Bahamas | British Virgin Islands | Crown Dependencies (e.Jersey, Guernsey, Isle of Man).We are seeking experienced tax professionals from Associate all the way up to Mana...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President, Client Engagement

    Vice President, Client Engagement

    UNAVAILABLEBoston, MA, United States
    Full-time
    As Vice President of Client Engagement at Epsilon, you'll be the leader and driving force behind orchestrating large teams that deliver our PeopleCloud MarTech, AdTech, and Data solutions and servi...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Director, NA Pricing & Global Pricing Capabilities - US Remote

    Senior Director, NA Pricing & Global Pricing Capabilities - US Remote

    Cimpress / VistaWaltham, MA, United States
    Remote
    Full-time
    Our Team We are seeking an exceptional Head of Pricing to lead both North American pricing and champion our global pricing capability. The primary focus of this role is to lead Pricing (including l...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Manager, Alternatives Expense Oversight

    Senior Manager, Alternatives Expense Oversight

    Fidelity InvestmentsBoston, MA, United States
    Full-time
    The Expense Oversight (EO) team within the Asset Management Treasurer’s Office oversees a variety of activities and information pertaining to the expenses of the products advised by Fidelity.These ...Show moreLast updated: 2 days ago
    • Promoted
    Senior Director, External Investment Mangers Blog Post

    Senior Director, External Investment Mangers Blog Post

    Allocator JobsWaltham, MA, United States
    Full-time
    Senior Director, External Investment Managers.FM Global is a leading property insurer of the world’s largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineerin...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Manager Quote to Cash M&A Integration Boston, Massachusetts, United States Boston, Massa[...]

    Senior Manager Quote to Cash M&A Integration Boston, Massachusetts, United States Boston, Massa[...]

    Axon EnterpriseBoston, MA, United States
    Full-time
    Join Axon and be a Force for Good.At Axon, we’re on a mission to Protect Life.We pursue society’s most critical safety and justice issues with our ecosystem of devices and cloud software.Like our p...Show moreLast updated: 9 days ago
    • Promoted
    Sr. Director, Client Analytics

    Sr. Director, Client Analytics

    EvolentBoston, MA, United States
    Full-time
    Evolent partners with health plans and providers to achieve better outcomes for people with most complex and costly health conditions. Working across specialties and primary care, we seek to connect...Show moreLast updated: 19 days ago
    • Promoted
    Director / Senior Director, Asset Management

    Director / Senior Director, Asset Management

    The RMR Group IncNewton, MA, United States
    Full-time
    The Director / Senior Director, Asset Management supports the RMR Group’s objectives of enhancing asset value for its managed REIT, Diversified HealthCare Trust,(NASDAQ : DHC), through maximizing reve...Show moreLast updated: 23 days ago
    • Promoted
    Sr. Finance Transformation Project Manager

    Sr. Finance Transformation Project Manager

    JobotNorwood, MA, US
    Full-time
    Onsite or Travel to MA / NH - Sr.Transformation Project Manager for 1 Year Contract!! Platinum Benefits - $250 Deductible + we pay for 75% of premium!. This Jobot Consulting Job is hosted by : Lisa Mal...Show moreLast updated: 3 days ago
    • Promoted
    Senior Manager, Experience Strategy & Implementation (hybrid)

    Senior Manager, Experience Strategy & Implementation (hybrid)

    Wellist, LLC.Boston, MA, United States
    Full-time
    At Wellist, we’re helping employers deliver the right resources at the right time—so employees can feel supported through every life moment, and HR leaders can maximize the value of their investmen...Show moreLast updated: 16 days ago
    • Promoted
    Tax Senior Manager - Private Client Services

    Tax Senior Manager - Private Client Services

    EisnerAmper LLPBoston, MA, United States
    Full-time
    Tax Senior Manager - Private Client Services page is loaded## Tax Senior Manager - Private Client Serviceslocations : Boston : Burlingtontime type : Full timeposted on : Posted Yesterdayjob req...Show moreLast updated: 7 days ago
    • Promoted
    Senior Director, NA Pricing & Global Pricing Capabilities - US Remote

    Senior Director, NA Pricing & Global Pricing Capabilities - US Remote

    VistaWaltham, MA, United States
    Remote
    Full-time
    We are seeking an exceptional Head of Pricing to lead both North American pricing and champion our global pricing capability. The primary focus of this role is to lead Pricing (including list and pr...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Product Manager, Partner Experience

    Senior Product Manager, Partner Experience

    XometryBoston, MA, US
    Full-time
    Xometry (NASDAQ : XMTR) powers the industries of today and tomorrow by connecting the people with big ideas to the manufacturers who can bring them to life. Xometry's digital marketplace gives ma...Show moreLast updated: 30+ days ago
    • Promoted
    Private Equity VP - Boston

    Private Equity VP - Boston

    Soul Equity SolutionsBoston, MA, United States
    Full-time
    Private Equity Associate - Boston.The Vice President (VP) will join a Boston based private equity firm focused on lower middle market investments. For more than 30 years they have invested in compan...Show moreLast updated: 5 days ago
    • Promoted
    Client Engagement Operations Director

    Client Engagement Operations Director

    PCI Security Standards Council, LLCWakefield, MA, US
    Full-time
    Client Engagement Operations Director.Education & Engagement, Global Team.Fair Labor Standards Act (FLSA) Status : .Reporting to the Head of Education and Engagement, the Client Engagement Operat...Show moreLast updated: 1 day ago
    • Promoted
    Client Algo Quant, Vice President

    Client Algo Quant, Vice President

    STATE STREET CORPORATIONBoston, MA, United States
    Full-time
    Client Algo Quant - VP, Onsite.As part of State Street’s eFX business expansion plan, this role involves generating and researching ideas to increase the breadth and depth of our client algo execut...Show moreLast updated: 30+ days ago