Relationship Management Analyst, Senior Associate jobs in United States
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State Street · 20 hours ago

Relationship Management Analyst, Senior Associate

positionBoston, MA
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$52K/yr - $88K/yr
date1+ years exp

State Street is one of the largest custodian banks and asset managers in the world, focusing on providing investment services to institutional clients. The Relationship Management Analyst role involves supporting the Relationship Management organization by prioritizing revenue-generating activities, assisting with client strategy, and providing deal structuring support.

BankingFinanceFinancial Services

Responsibilities

Create and/or tailor professional sales collateral, including general and customized client solution presentations, case studies, analysis of segment-specific themes and insight
Assist in deal structuring including preparing documentation for internal deal approvals
Participate in deal analysis, including post-mortem reviews intended to identify areas for improvement throughout the sales lifecycle
Support for ad hoc initiatives and projects related to sales and coverage, including: touchpoint for client administration for contracts, fee schedules and other legal documentation, support for account planning process, coordination and preparation of client meetings, completion of deal intake forms, and AdTrax compliance
Perform basic project management of activities, including prospective and existing client Request for Proposal (RFPs), Due Diligence requests (DDQs), Requests for Information (RFIs), and other similar requests
Other ad hoc query resolution to support sales and relationship managers

Qualification

Financial services experienceSales support experienceProject managementSalesforce CRMMicrosoft Office proficiencyProblem resolution skillsInterpersonal skillsDetail-orientedTeam playerCommunication skills

Required

Client-centric mindset
Strong background in financial services
Ability to prioritize high impact revenue generating activities
Perform value added tasks to impact retention and sales cycles
Direct exposure to development of prospective/existing client strategy
Assisting with deal structuring support
Crafting client presentations
Providing support to associated revenue generating activities
Create and/or tailor professional sales collateral
Assist in deal structuring including preparing documentation for internal deal approvals
Participate in deal analysis, including post-mortem reviews
Support for ad hoc initiatives and projects related to sales and coverage
Perform basic project management of activities
Other ad hoc query resolution to support sales and relationship managers
Manage the end-to-end project lifecycle
Problem resolution skills to quickly identify and address issues
Team player who is willing to contribute and take a proactive role in servicing clients and prospects
Detail-oriented
Ability to work under pressure in a deadline-driven environment
Strong interpersonal and communication skills
Proficiency in English language communication

Preferred

Bachelor's Degree with business related coursework or a degree in Business Management, Accounting, or Finance
Minimum 1-3 years of related back office servicing experience or sales & relationship management support experience
Computer proficiency (Microsoft Office suite: Excel, PowerPoint, Word, etc.)
Salesforce CRM experience

Benefits

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
Eligibility for certain tax advantaged savings plans

Company

State Street

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State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
dateFounded in 1792
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.statestreet.com/

Funding

Current Stage
Public Company
Total Funding
$12.05B
2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M

Leadership Team

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Ronald O'Hanley
Chairman and Chief Executive Officer
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R
Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
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Recent News

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Company data provided by crunchbase