Fund Connect - Client Partner; Hybrid), Assistant Vice President

Who We Are Looking For

Fund Connect is looking for a Client Partner (AVP) reporting to the Head of Product Sales to join our team to ensure client success through strong engagement and exceptional service. You are responsible for managing your own book of client relationships – anticipating, understanding and addressing your clients’ needs on a day‑to‑day basis. You must also build strong relationships across the broader sales, operations, legal, compliance and other internal teams critical to the end‑to‑end client lifecycle, from initial contact, through onboarding and beyond.

With a consultative, solutions‑oriented approach you will be expected to demonstrate initiative, energy, and superior networking skills to develop trust and accountability across both the existing client base and the State Street organization.

This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

The team you will be joining is part of State Street Markets. As a leading provider of trading and lending solutions to institutional investors, we deliver the industry’s most innovative platforms, financing and portfolio solutions. Our capabilities are backed by proprietary, high‑value research, insights and indicators that give clients an information advantage, accelerate performance and help investors stay ahead of shifting markets.

We provide data‑driven macro‑market intelligence, client‑first platforms, financing solutions and portfolio solutions to give clients a breakthrough edge for business success.

• Own overall revenue outcomes for assigned clients through driving new business, upsell, and cross‑sell opportunities
• Act as the point of accountability for the client relationship. Maintain executive‑level relationships to understand the client’s business strategy, operating model and challenges to position Global LINK as a strategic partner
• Lead account planning and opportunity road‑mapping to identify whitespace opportunities across products, services and geographies by aligning client needs with our firm‑wide capabilities and strategic priorities
• Coordinate internal stakeholders to ensure the right resources are engaged at the right time. Break down silos to deliver integrated, enterprise‑level solutions
• Maintain overall client health and retention by balancing growth ambitions with long‑term sustainability. Proactively manage issues, escalations and service risks; ensure delivery teams are aligned to client expectations
• Develop expertise on industry trends, competitor services/offerings and clients’ business environment to provide clients with insights, share themes and current and potential impact on the client business model; represent the firm at conferences and participate in related activities
• Assimilate and share competitor intelligence to keep our Business Solutions team informed of market activity

• A strong track record demonstrating success in cultivating meaningful client relationships
• Outstanding communication (written and oral) and interpersonal skills; ability to interact professionally with business leaders and technical teams alike
• A proactive, opinionated mindset with a strong desire to influence product direction and decision‑making
• An extremely flexible, hands‑on approach with a “do what it takes” mentality and willingness to challenge current paradigms
• Strong team orientation with a collaborative mentality; thrives in cross‑functional environments and values shared success

• 4+ years in the financial services industry, preferably in the Money Market Fund/liquidity management industry and/or financial technology
• Bachelor’s degree, FINRA Licenses 7 and 63 and a clean U‑4 will be required
• Experience selling SaaS or technology‑enabled financial solutions

Travel up to 25% may be required.

State Street offers a comprehensive benefits program that includes a competitive retirement savings plan (401 K) with company match, insurance coverage (basic life, medical, dental, vision, long‑term disability and…