Sales and Relationship Management Support Business Analyst, AVP at State Street in Boston, Massachusetts

Job Description:

Amend text in RED and paste into Job Posting Title

Sales and Relationship Management Support Business Analyst, AVP

Amend text in RED, change to BLACK and paste into Job Description

Who we are looking for

The ideal candidate will be self-motivated with a strong knowledge of investment servicing business. As a member of the Sales Enablement Commercial Office Business Analyst Team supporting the Asset Owner segment, you will assist senior members of the division in their roles as sales leaders and relationship managers supporting some of our top strategic clients and sales prospects. In this role, you may have daily contact with Client Service, Client Management, Centers of Excellence and Business Unit Shared Service teams in support of your client's needs. Building on your background of strong relationship skills and knowledge of sales processes and procedures associated with the products serviced for our customers, you will help drive revenue-generating activities for both existing customers and prospects.

Why this role is important to us

The team you will be joining is part of State Street's Asset Owner sales and relationship management organization. Being an essential partner to our clients and prospects is a critical component of our vision and objectives for State Street: drive growth, deepen relationships, better outcomes and distinct differentiation in the market. The sales and relationship management teams are focused on achieving these objectives with our asset owner institutional clients.

Join us if making your mark from day one is a challenge you are up for.

What you will be responsible for

As Sales and Relationship Management Support Business Analyst, AVP you will

• Perform sales and revenue generating activities and ad-hoc requests as appropriate to support overall client and prospect relationships


• Assist with updates of Salesforce, deal pricing, fee schedule preparation, client presentations, and other activities, as needed.


• Coordinate and manage projects with clients / prospects and internal teams across region/division


• Coordinate Due Diligence Meetings and Reviews; organize attendees, agenda, logistics, materials (including compliance review) and assist with timely delivery and completion of RFI / RFP questionnaires.

These skills will help you succeed in this role

• Problem resolution skills that can quickly identify issues.


• Manage projects and issues and ensue that unresolved problems are escalated as needed.


• Team player that is willing to pitch in and takes a proactive role in servicing clients.

• Bachelor's degree with business related coursework or degree in Accounting or Finance, preferred.


• Minimum 5-7 years of related custody, fund accounting or relationship management support experience preferred.


• Computer competence (Microsoft applications: Excel, Word, PowerPoint, etc.)

• Proficiency in English language


• Salesforce experience a plus but not required


• Project management Skills


• Accuracy and detail-oriented


• Strong interpersonal and oral communication skills


• Ability to work under pressure/deadline-driven environment

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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program 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 perspective 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 the 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 program 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.

Discover more at StateStreet.com/careers

Salary Range:
$80,000 - $132,500 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.