CAM Relationship Manager, AVP - State Street Investment Management

Charitable Asset Management Specialist

Charitable Asset Management group at SSGA oversees $3 Billion of charitable assets for over 200 non-profit clients. This specialized group provides asset management, administration, and tax services for charitable planned giving programs. This position offers a rare opportunity to join a specialized investment and administrative unit within State Street Investment Management.

Responsibilities :

• Running a book of non-profit clients for their planned giving program
• Handling new gifts, on-going administration, periodic reporting, terminations
• Working closely with the tax team, investment management team, and account maintenance team to satisfy all clients' needs
• Reporting to client's investment committee meetings or fundraising and finance offices
• Responsible for all clients' needs including communications directly with clients' constituents
• Familiar with and following State Street IM's corporate procedures on AML / KYC and other compliance requirements
• Resolving client issues independently
• Timely, accurate gift processing, record keeping, and special projects for client relationships
• Maintaining pending activity logs and well-organized account files detailing fees, agreements, and special reporting
• Preparing and delivering monthly, quarterly, annual, and ad-hoc client reporting
• Advising clients in gift vehicles and trust instruments
• Building enthusiastic, positive relationships with colleagues and clients
• Gaining a keen understanding of the client's mission, core business, structure, and challenges
• Adhering to all Charitable Asset Management procedures and policies

Requirements :

State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients.

We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance, and savings plans among other perks. You'll have access to a flexible work program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

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 the 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 program, 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. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Salary Range : $80,000 - $132,500 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.

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.