Fund Connect
financial services
FundConnect-ClientPartner(Hybrid),AssistantVicePresident
Neural analysis suggests this role is
optimal for Mid candidates.
“Fund Connect - Client Partner (Hybrid), Assistant Vice President at Fund Connect. Skills: client relationships, revenue outcomes, account planning, enterprise-level solutions, client health and retention. managing your own book of client relationships. anticipating, understanding and addressing your clients’ needs”
What You'll Achieve.
ensure client success; Own overall revenue outcomes for assigned clients; Maintain executive-level relationships; position GlobalLINK as a strategic partner; identify whitespace opportunities; aligning client needs with our firm-wide capabilities and strategic priorities; ensure delivery teams are aligned to client expectations; provide clients with industry insights; keeping our Business Solutions team informed of market activity
Industry & Context.
consultative, solutions-oriented approach
Travel up to 25% may be required
What They're Looking For.
Must Have
4+ years in the financial services industry, Bachelor's degree, FINRA Licenses 7 and 63, a clean U-4, Experience selling SaaS or technology-enabled financial solutions
Nice to Have
preferably in the Money Market Fund/liquidity management industry and/or financial technology
What You'll Do.
managing your own book of client relationships
understanding and addressing your clients’ needs
build relationships across the broader sales
compliance and other internal teams
Own overall revenue outcomes for assigned clients through driving new business
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 GlobalLINK as a strategic partner
Lead account planning and opportunity road-mapping to identify whitespace opportunities across products
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
and service ensure delivery teams are aligned to client expectations
Develop expertise on industry trends
competitor services/offerings
and clients’ business environment to provide clients with industry insights
sharing themes as well as current and potential impact on the client business
represent the firm at conferences and be an active participant in related activities
Assimilate and share competitor intelligence keeping our Business Solutions team informed of market activity
How You'll Work.
Team & Collaboration
build relationships across the broader sales, operations, legal, compliance and other internal teams; Coordinate internal stakeholders to ensure the right resources are engaged at the right time; Break down silos to deliver integrated, enterprise-level solutions; team orientation with a collaborative thrives in cross-functional environments and values shared success
Communication Scope
Outstanding communication (written and oral); interpersonal ability to interact professionally with business leaders and technical teams alike
Process & Methodology
account planning, opportunity road-mapping
Full Job Description
**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 on-boarding 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. **Why this role is important to us** The team you will be joining is a part of State Street Markets. As a leading provider of trading and lending solutions to the world’s 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 power clients’ investment decisions, accelerate performance and help investors stay ahead of shifting markets. Across our comprehensive set of solutions – data-driven macro market intelligence that give an information advantage; client-first platforms and tools that redefine trading; financing solutions that streamline liquidity access; and portfolio solutions designed to help achieve peak performance – we deliver a breakthrough edge to drive business success. Investors are operating in increasingly complex regulatory and financial environments. Access to efficient, comprehensive trading solutions is vital to remaining competitive. Our GlobalL
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