Relationship Management, MD

Responsibilities

• Strengthen and deepen relationships with institutional clients to drive organic growth and protect existing revenue.
• Manage assigned client portfolios to identify new business and product opportunities.
• Partner with Sales counterparts to convey client needs and outline engagement strategies to increase share of wallet.
• Prepare detailed account plans, business overviews, and performance metrics for internal stakeholders.
• Lead coordination across virtual cross-functional teams, including sales, operations, product, and finance.
• Serve as a primary escalation point for critical service issues and shepherd them through to resolution.
• Manage the negotiation and execution of client contracts and ensure high satisfaction during onboarding.
• Act as the interface for compliance, regulatory, and reputational matters between clients and the firm.

Requirements

• Bachelor's degree or equivalent; an advanced or graduate degree is preferred.
• 15+ years of total professional work experience.
• 5+ years of experience in Relationship Management, Sales, or Client Service within the Financial Services industry.
• Specific experience covering the insurance segment.
• Proven ability to facilitate meetings with diverse stakeholders, from operational contacts to executive leadership.
• Strong verbal and written communication skills with the ability to articulate complex value propositions.

Preferred Qualifications

• Proven track record of developing junior talent and providing professional mentorship.
• Deep understanding of client business challenges and strategic directions within the institutional space.

Benefits

• Comprehensive retirement savings plan (401K) with company match.
• Extensive insurance coverage including medical, dental, vision, and long-term disability.
• Paid time off, including vacation, sick leave, and family care responsibilities.
• Incentive compensation eligibility, including annual performance-based awards.
• Access to Employee Assistance Programs and various tax-advantaged savings plans.

About the Company

State Street is a leading global provider of financial services to institutional investors. We help our clients manage risk, respond to market challenges, and drive long-term performance and profitability. We are committed to fostering an inclusive environment where employees are empowered to reach their full potential.