Relationship Management Analyst, Senior Associate

Overview

The ideal candidate possesses a client-centric mindset and a strong background in financial services. The Relationship Management Analyst (RMA) role supports State Street’s Relationship Management (RM) organization within the Institutional Services Asset Owner Team. The RMA will prioritize high impact revenue generating activities to increase RM capacity with a goal in mind to retain existing business, grow wallet share, and close deals.

To this end, the RMA will perform value added tasks to make a positive impact on the retention and sales cycles for those RM’s revenue growth targets. The role includes direct exposure to the development of prospective/existing client strategy, assisting with deal structuring support, crafting client presentations, and providing support to associated revenue generating activities.

The role is based in Boston, MA.

You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. This role will focus specifically on Asset Owner clients. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.

Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.

• Create and/or tailor professional sales collateral, including general and customized client solution presentations, case studies, analysis of segment-specific themes and insight
• Assist in deal structuring including preparing documentation for internal deal approvals
• Participate in deal analysis, including post-mortem reviews intended to identify areas for improvement throughout the sales lifecycle
• Support for ad hoc initiatives and projects related to sales and coverage, including: touchpoint for client administration for contracts, fee schedules and other legal documentation, support for account planning process, coordination and preparation of client meetings, completion of deal intake forms, andAd Traxcompliance
• Perform basic project management of activities, including prospective and existing client Request for Proposal (RFPs), Due Diligence requests (DDQs), Requests for Information (RFIs), and other similar requests
• Other ad hoc query resolution to support sales and relationship managers

• Manage the end-to-end project lifecycle
• Problem resolution skills to quickly identify and address issues
• Team player who is willing to contribute and take a proactive role in servicing clients and prospects
• Detail-oriented
• Ability to work under pressure in a deadline-driven environment
• Strong interpersonal and communications skills

• Bachelor’s Degree with business related coursework or a degree in Business Management, Accounting, or Finance is preferred.
• Minimum 1-3 years of related back office servicing experience or sales & relationship management support experience is preferred
• Computer proficiency (Microsoft Office suite: Excel, PowerPoint, Word, etc.)

• Proficiency in English language communication
• Salesforce CRM experience a plus

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.

State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. 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,…