Head of Client Administration and Account Success, MD - State Street Investment Management

State Street Investment Management is seeking a senior leader to help shape and drive the next phase of growth for our U.S. Institutional business. This is a highly visible leadership role at the intersection of client strategy, business management, governance, commercial execution, and organizational effectiveness. Working closely with the Head of U.S. Institutional and senior leaders across Distribution, Product, Marketing, Operations, Legal, Compliance, and Client Coverage, you will play a critical role in ensuring the organization operates with excellence while remaining focused on client outcomes and business growth.

You will help define and execute strategic priorities across client management, retention, sales enablement, governance, commercial initiatives, and operating model enhancement. You will also be responsible for strengthening collaboration across teams, enhancing client engagement strategies, and helping position the U.S. Institutional business for long-term success. This role is based in Boston and offers the opportunity to influence both strategic direction and day-to-day execution across one of the firm’s most important client segments.

Partner closely with the Head of U.S. Institutional to help define and execute strategic priorities across the business, ensuring alignment between growth objectives, client needs, and organizational capabilities.

Act as a key connector across Distribution, Product, Marketing, Operations, Legal, Compliance, and Client Coverage teams, driving coordinated execution of strategic initiatives and ensuring consistent delivery against business objectives.

Oversee critical business planning processes, helping identify growth opportunities, manage business priorities, and support effective resource allocation across the organization.

Drive adoption of innovative tools and capabilities, including the integration of AI-enabled solutions to enhance sales effectiveness, client engagement, and business management practices.

Lead the development and execution of the institutional client retention strategy, partnering with sales leaders and client-facing teams to strengthen relationships, proactively identify risks, and support long‑term client growth.

Collaborate with team leaders on account planning, pipeline management, and business‑at‑risk reviews, ensuring opportunities and challenges are identified early and translated into actionable plans.

Coach and support Institutional Sales professionals on client management best practices, helping elevate relationship quality and allowing senior leaders to focus on strategic client engagement and relationship deepening.

Help shape client segmentation, service models, and coverage approaches, ensuring resources are aligned to client needs and growth potential.

Support and help drive strategic commercial initiatives and partnerships, identifying opportunities to expand capabilities, strengthen market positioning, and deliver enhanced client outcomes.

Partner with Product, Distribution, and Specialist teams to define sales focus areas and growth opportunities, ensuring the organization remains focused on the most impactful priorities.

Oversee target‑setting and performance planning processes across the U.S. Institutional team, leveraging insights into portfolio opportunity, client dynamics, and market potential to support sustainable growth.

Coordinate and facilitate regular business and product engagement forums, including Product Focus discussions and strategic planning sessions that strengthen collaboration across the platform.