Overview In this role you drive the strategic growth and operational excellence of State Street's U.S. Institutional business. You will partner with the Head of U.S. Institutional and cross-functional leaders to set priorities, align growth with client needs, and oversee execution of initiatives that improve governance and efficiency. You'll shape client engagement, retention, sales enablement, and operating models while enabling collaboration across Distribution, Product, Marketing, Operations, Legal, Compliance, and Client Coverage. This is a high-visibility role based in Boston with a meaningful impact on long-term client outcomes and firm-wide success.
Compensation / Benefits- 401K with company match
- Life, medical, dental, vision insurance
- Paid time off (vacation, sick leave)
- Employee Assistance Program
- Incentive compensation/annual performance-based awards
- Tax-advantaged savings plans
Responsibilities- Define and execute strategic priorities with the Head of U.S. Institutional, aligning growth with client needs and organizational capabilities
- Coordinate across Distribution, Product, Marketing, Operations, Legal, Compliance, and Client Coverage to ensure consistent delivery of strategic initiatives
- Oversee business planning, identify growth opportunities, and allocate resources across the organization
- Drive adoption of innovative tools, including AI-enabled solutions, to enhance sales, client engagement, and business management
- Lead the development and execution of the client retention strategy and contribute to account planning, pipeline management, and risk reviews
- Coach Institutional Sales teams on client management best practices and optimize resources for strategic engagement
- Shape client segmentation, service models, and coverage approaches to align with growth potential
- Support commercial initiatives, partnerships, and growth opportunities with Product, Distribution, and Specialist teams
- Define client outreach strategies with Marketing, including content planning, segmentation, and personalization
- Coordinate executive engagement programs and cross-functional client initiatives to ensure a cohesive client experience
- Enhance governance, risk management, onboarding, AML/KYC, and master-trust activities in collaboration with Legal, Compliance, and Operations
- Champion talent development and knowledge sharing to build a high-performing, collaborative culture
Key requirements- Significant experience in asset management, institutional sales, client coverage, or related leadership roles
- Strong understanding of institutional client needs and distribution models
- Proven record of driving client retention, growth, and organizational effectiveness
- Governance, risk management, and operational oversight capabilities
- Excellent communication, relationship-building, and influencing skills
- Collaborative leadership style in a highly visible environment
- Experience working with investment, product, marketing, operations, legal, and compliance functions
- Bachelor's degree; MBA or advanced business/finance/management qualification preferred
- 15+ years of experience in related leadership roles
- Experience with institutional investors across pensions, endowments, foundations, healthcare, sovereign entities, consultants, OCIOs
- Proven ability to lead cross-functional strategic initiatives and large-scale transformations
- Knowledge of governance, onboarding, AML/KYC, legal documentation, and client implementation processes
- Ability to manage senior stakeholders and build high-performing teams
- Relationship-building
- Influencing across matrixed organizations
- Strategic thinking
- Strategic program management
- Governance and risk management
- Sales enablement and client engagement strategies
