Who We Are Looking For

Reporting to the Global Head of Alpha Operations & Investment Analytics (AO&IA) and working as a key member of the AO&IA management team, this individual will take a global leadership role in managing our client service activities in relation to our Performance & Analytics business.

For the individual, this role encompasses direct client responsibilities and also oversight of our global client base through a specialized servicing team situated across in North America, EMEA and APAC.

Responsibilities include maintaining extensive client contact including establishing relationships with client senior level management, delivering expertise and excellent client service, consulting with clients and internal groups on new products, services, and industry insights, providing project leadership for clients experiencing change, onboarding and transformation.

What You Will Be Responsible For

Individual Responsibilities

The Global Client Lead, Performance & Analytics, will:

• Be responsible for the management of complex client accounts


• Be responsible for strategic day-to-day management and the maintenance of successful long-term relationships of assigned accounts


• Implement policies and procedures in relation to the PA Client Sentiment and Retention Program to deliver an excellent service and experience to our clients


• Ensure superior client satisfaction by acting as an advocate for clients and proactively identifying client issues, resolving these and driving to closure


• Lead client service activities internally and directly with clients that relate to change, implementation and transformation projects


• Keep executive management informed of new developments, service issues, client sentiment, and new business opportunities


• Partner strongly with the Operations group to identify opportunities for process improvements, standardization and increased client usage of preferred tools and solutions


• Work closely with the Product group to support the execution of our product strategy, share market insights and client feedback on our product offerings


• Work with the Sales team to identify and develop new business opportunities

As the Global Client Lead, Performance & Analytics, you will:

• Ensure direct reports are provided with adequate support to fully achieve all desired objectives in their relevant role


• Encourage and facilitate open dialogue, one to one meetings and career development planning for all direct reports


• Provide clear guidance and management of direct reports to ensure they fully understand their responsibilities in terms of work objectives, client deliverables and expected levels of professionalism


• Demonstrate a detailed understanding of the scope of managerial responsibilities & the competence / proficiency of the staff reporting to you


• Ensure staff have clear lines of reporting, authority levels, objectives and progress is reviewed regularly in line with company policy


• Develop effective working relationships and communications with staff and ensure that staff are motivated, developed and supported


• Establish and monitor systems of control, limits of delegation and escalation procedures so that the business complies with internal policies and external regulations and can be managed effectively


• Ensure that appropriate management information is produced and reviewed at appropriate intervals


• Establish and oversee the development of a risk culture within the business and ensure business line accountability for risk management and measurement


• Support a culture of effective challenge to ensure appropriate governance

These skills will help you succeed in this role:

• Superior service delivery skills


• Strong track record of working with strategic clients


• Excellent verbal / written communication and presentation skills


• Proven leadership and management abilities to oversee business


• Aptitude in decision-making and problem-solving


• Goal oriented and results driven


• Personal qualities of integrity, credibility and commitment to corporate goals

• BS/BA degree required.


• At least 15 years in a senior management role

• Ability to travel

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.

Discover more at StateStreet.com/careers

Salary Range:
$225,000 - $337,500 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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