Asset Owner Relationship Management - Team Lead West, Managing Director

This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

The Managing Director, Asset Owner Relationship Management Team Lead - West Coast, will drive strategic engagement and delivery across a diverse portfolio of institutional clients including public pensions, endowments, foundations, corporations, and OCIOs. This leader will oversee a high-performing team responsible for deepening client relationships, delivering integrated solutions, and advancing State Street's position as the leading provider of technology, data, and operational services to Asset Owners.

The role presents an opportunity to engage with senior executives both internally and at industry leading asset owners to help shape and drive State Street's strategy in servicing this important segment.

Why this role is important to us

This role is responsible for growing revenues in the portfolio. The team you will be joining plays an important role in the overall success of the organization.

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need team leads like you to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us grow our business and deepen relationships with our clients.

Key Responsibilities

Client Strategy & Engagement

Lead strategic relationship coverage across the West Coast for the Asset Owner segment, ensuring alignment with client goals and institutional mandates.

Serve as executive sponsor for top-tier clients, orchestrating cross-functional delivery and strategic planning.

Develop and execute tailored engagement models for sub-segments including Not-for-Profits, Public Funds, Corporates, and OCIOs.

Team Leadership & Development

Build, mentor, and lead a team of relationship managers, fostering a culture of excellence, collaboration, and client centricity.

Champion diversity, equity, and inclusion across the team and client engagement practices.

Solution Delivery & Innovation

Partner with product, technology, and operations to deliver holistic front-to-back solutions including custody, accounting, performance, and data services.

Advocate for clients across Product, Technology & Operations to ensure investment decisions are aligned to support client needs.

Market Positioning & Growth

Collaborate with sales and marketing to refine messaging around alternatives, performance, and our holistic approach to the asset owner segment.

Identify and pursue strategic lift-outs, transitions, and M&A opportunities to expand capabilities and revenue.

Risk & Governance

Ensure proactive management of client sentiment, remediation of red / amber accounts, and resolution of outstanding risk items.

Maintain rigorous compliance with regulatory standards and internal governance frameworks.

What you will be responsible for

Lead a team of relationship managers and ensure that together we strengthen and deepen relationships with our clients, deliver constant monitoring of the client's perception of the quality of our services (NPS score), partner with business leads to maintain strong focus on client service and requirements.

Manage assigned client(s) to development of new business and / or products while retaining existing revenue streams.

Prepare account plans and deliver business overviews

to internal stakeholders for assigned client(s) to include but not limited to pipeline, trending, and year over year analysis.

Maintain all relevant data for their assigned accounts in SF360 CRM including but not limited to account information, contacts, opportunities, meetings, current providers insights, and campaigns.

Employ marketing strategies that promote the full range of Company products / services through close collaboration with the various business partners. Introduces new products and service solutions to clients wherever possible.

Drive cohesive coordination of State Street Services to the client between client delivery, product groups, regional teams, sales staff and the client to deliver our solutions to the client.

Serve as an escalation point for critical service issues or roadblocks. Shepherd issues through to resolution.

Assist with client presentation preparation, client meetings, product collaboration, RFPs and sales execution.

Develop and report on client(s) metrics and dashboards. Accountable for meeting assigned KPIs.

Education & Preferred Qualifications

15+ years of experience in institutional relationship management, preferably within Asset Owner segments.

Proven leadership in managing complex client relationships and cross-functional teams.

Ability to effectively facilitate meetings, with all levels within the client organization - from Executive Leadership to Operational points of contact.

Ability to gain an understanding of client business, challenges and strategic direction and subsequently articulate value proposition for new products and solutions.

Proven ability to earn client trust and develop relationships (internal and external)

Deep understanding of investment operations, data platforms, and regulatory environments.

Exceptional communication, negotiation, and executive presence.

Bachelor's degree required; advanced degree or CFA preferred

About State Street

What we do. 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, investment research & trading and investment management to institutional clients.

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.

Salary Range :

$170,000 - $267,500 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.

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