BackgroundThe Global Credit Finance team oversees a portfolio of 10 different products with ~$100B of notional commitments. Its 155+ member team operates in the US, EMEA and APAC with offices in Boston, Irvine, London, Munich, Gdansk, Luxembourg, and Bangalore.
Role OverviewThe Client Strategy Lead will drive GCF's client strategy, engagement, and reporting priorities, partnering with senior leadership and teams across the division and broader organization. The role sits on the business management team and translates strategic client priorities into coordinated execution The role will lead client targeting, executive engagement planning, client meeting preparation and follow-up, and coordination of cross-business opportunities and all conference activity. It will also oversee client intelligence, reporting, and CRM practices to provide leadership with timely, actionable insights. The Client Strategy Lead will help strengthen client data quality, ownership, and governance to support consistent and effective decision-making.
Key Responsibilities- Liaise between all GCF products and broader Investment Services and Markets teams, working through complex organizational situations to build shared client priorities
- Manage jurisdictional expansion implementations once approvals are complete
- Own GCF's client engagement strategy, bringing a One State Street view to conference sponsorships, client events and executive client meetings
- Meeting preparation, Participation and Follow-up
- Drive account planning across GCF and partner with the broader Investment Services team
- Maintain and streamline data related to executive engagement with clients, including tracking relevant, non-financial metrics using Salesforce, as well as other relevant CRM and data management tools
- Deliver executive reporting on pipeline and client activity to guide leadership's strategic decisions
- Assisting with ad hoc projects for GCF senior management
What we valueThese skills will help you succeed in this role
- Executive presence and the ability to effectively communicate with senior management, including C-suite executives
- Demonstrated strong analytical, business partnership and influencing skills to drive strategic objectives
- Proven experience of executing initiatives on time with the desired outcome
- Ability to clearly articulate ideas to internal and external audiences
Education & Preferred Qualifications- Undergraduate degree in Business Management, Finance, Economics, Statistics, or related discipline
- 6+ years in the Financial Services industry
Work Requirement- Participate in a hybrid work environment, with 4 days per week in the Boston office and 1 remote workday.
- ;">Participate in a hybrid work environment, with 4 days per week in the Boston office and 1 remote workday.;
Salary Range: $120,000 - $202,500 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.
Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
