State Street Corporation

Senior Consultant Relations Liaison, VP II - State Street Investment Management

State Street Corporation$120K — $202K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years in asset management focused on institutional consultant relations
  • Success in influencing consultant outcomes for product ratings and revenue growth
  • Strong understanding of investment products and the consulting landscape
  • Ability to foster senior-level relationships with consultants
  • Commercial mindset for identifying growth opportunities
  • Excellent communication and relationship management skills
  • Proven collaborative skills within cross-functional teams
  • Self-starter with strong execution and results orientation
  • Established relationships with national and regional consulting firms
  • Navigational experience in changing market or organizational environments
  • Series 7 and 63 licenses or ability to obtain within 6 months

Responsibilities

  • Develop and execute strategic consultant coverage plans
  • Drive increased consultant engagement outcomes
  • Manage relationships across consultant headquarters and field offices
  • Collaborate with various internal teams to position firm capabilities
  • Maintain proactive engagement with consultant contacts and OCIO search firms
  • Provide structured feedback and competitive intelligence to internal teams
  • Develop deep knowledge of assigned consultants' strategies and processes
  • Contribute to account plans and tracking consultant relationship progress
  • Serve as a liaison to ensure consistent consultant engagement

Benefits

  • 401K retirement savings plan with company match
  • Comprehensive insurance coverage (medical, dental, vision, life)
  • Paid time off for vacation, sick leave, and family care
  • Access to Employee Assistance Program
  • Annual performance-based incentive compensation
  • Eligibility for tax advantaged savings plans
Full Job Description

State Street Investment Management is seeking a senior-level Consultant Relations professional with deep institutional experience to develop, manage, and expand relationships with key research and field consultants across the U.S. Reporting to the Head of Consultant Relations, Americas, this individual will partner closely with Consultant Relations, Sales, Relationship Management, Client Service, and Investment teams to drive new business, enhance consultant engagement, and support the retention and growth of institutional clients.

Key Responsibilities

  • Develop and execute strategic consultant coverage plans, including targeted business development initiatives and relationship expansion with research, field consultants, OCIO teams and senior decision-makers
  • Drive increased consultant engagement outcomes, including improved product ratings, greater participation in client searches, and revenue generation through consultant channels
  • Manage relationships across both consultant headquarters and field offices and a select number of OCIO search firms
  • Collaborate with Portfolio Managers, Investment Strategists, Sales, and Relationship Management to position firm capabilities effectively across assigned consultant firms
  • Maintain regular, proactive engagement with consultant contacts and OCIO search firms to deepen their understanding of the firm’s investment capabilities, product offerings, and strategic priorities
  • Provide structured feedback, competitive intelligence, and market insights to internal teams, including meeting notes and analysis of industry trends
  • Develop and maintain deep knowledge of assigned consultants, including their business strategies, client base, decision-making processes, and manager evaluation frameworks
  • Contribute to the development of account plans, measurable goals, and tracking of progress across consultant relationships
  • Serve as a key liaison across internal teams to ensure consistency in consultant engagement, marketing materials, and communication

Qualifications

  • 10+ years of relevant experience in asset management, with significant exposure to institutional consultant relations and preferably in a consultant relations role.
  • Demonstrated success in influencing consultant outcomes, including achieving product ratings, search activity, and revenue growth with their clients and OCIO teams.
  • Deep understanding of investment products and strategies across asset classes, and the institutional consulting landscape
  • Proven ability to build and maintain senior-level relationships with consultants and institutional stakeholders
  • Strong commercial mindset with the ability to identify and execute on growth opportunities
  • Excellent communication, presentation, and relationship management skills, with the ability to deliver clear and timely messaging
  • Highly collaborative, with a track record of working effectively across teams and functions
  • Self-starter with strong execution skills, persistence, and results orientation
  • Established relationships with national and regional consultant firms (e.g., global, national, and alternatives-focused firms)
  • Experience navigating consultant relationships through organizational or market change environments
  • Role based in Boston or Stamford, CT. Other locations may be considered for strong candidates.
  • Extensive travel required
  • Series 7 and 63 licenses (or ability to obtain within 6 months)

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 .

About State Street Corporation

State Street Corporation Careers

Join the dynamic team at State Street Corporation, a leading financial services provider known for its commitment to innovation, leadership, and professional growth. As a global powerhouse in investment management and servicing, we offer unparalleled job opportunities that propel your career to new heights.

Work You’ll Do

At State Street Corporation, you’ll be part of a culture that values diversity, leadership, and continuous professional development. Engage in work that transforms the financial landscape and helps our clients achieve their investment goals. Our team at State Street is at the forefront of combining industry expertise with cutting-edge technology to deliver exceptional service and results.

Explore Our Job Opportunities

Whether you’re looking for an entry-level position or a senior role, State Street Corporation offers a range of career paths in areas such as asset management, data analytics, finance, and technology. Our hiring process is designed to identify and nurture talent, focusing on your skills and potential. Prepare your resume, ace the interview, and join a team that’s committed to your career growth.

Internship Programs

Kickstart your career with a State Street internship. Our programs provide hands-on experience, networking opportunities, and professional mentoring in a real-world setting. Interns at State Street gain valuable insights and skills that make them competitive candidates for full-time positions within our company.

Benefits and Growth

State Street Corporation is dedicated to the growth and well-being of our employees. We offer a comprehensive benefits package that supports both your professional and personal life. From advanced career training and leadership development programs to health and wellness benefits, we ensure that our team members have the resources they need to succeed.

Inclusive Culture and Diversity

We pride ourselves on fostering an inclusive environment where every employee can thrive. Diversity is not just embraced; it’s celebrated. At State Street, you’ll work alongside a diverse group of professionals who bring a wide range of perspectives and ideas to the table. Our diversity training programs are designed to enhance collaboration and innovation across our global team.

Stay Connected

Join Our Team Discover the career you’ve always wanted by exploring the job opportunities at State Street Corporation. We look for driven, curious, and innovative team players who are ready to make an impact. Search State Street jobs now and find the position that best matches your skills and interests. Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. Our careers blog provides you with the latest trends, tools, and advice to keep you ahead in your professional journey.

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Learn more about State Street Corporation
Size
39,335 employees
Market Cap
$28.4 billion
Industry
Net Income
$2.4 billion
Founded
1792
5 Year Trend
-4.9%
NASDAQ

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