Consultant Relations Analyst, Officer

2 days ago

Boston, United States State Street Corporation Full time
The Consultant Relations team is responsible for promoting and communicating State Street Global Advisors' capabilities, products, services, and thought leadership to investment consulting firms in the U.S. As a Consultant Relations Analyst, you will support a team of Senior Consultant Liaisons, develop and help to further their relationships with US-based Investment Consulting firms, their clients, and execute on the firm's consultant relations strategy. As a Consultant Relations Analyst, you will be effective at representing SSGA's market views, handling questions, servicing consultant driven requests, and helping the Consultant Liaison to drive sales and strategy ratings across a wide range of SSGA products and asset classes.

As a Consultant Relations Analyst, you will :
  • Partner with the Senior Consultant Liaisons and other Analysts to support and develop relationships with US Consultants
  • Work strategically alongside sales and relationship management teams to promote placement of SSGA's strategies and capabilities within the institutional marketplace and retention of SSGA's evergreen strategies amongst existing client base
  • Work on targeted consultant communications and strategic projects
  • Take full responsibility for managing the day-to-day servicing of consultants including:
    • Recording, categorizing, and responding to inquiries and requests from consultants, ensuring prompt follow-up to open issues
    • Organizing, preparing, and attending onsite meetings and conference calls and completing associated follow-up
    • Taking ownership of accurate and timely quarter-end reporting and on-going search requests
    • Updating and maintaining CRM systems with client activity, meetings, schedules, notes, and contact details

These skills will help you succeed in this role:
  • Bachelor's degree required
  • 3-5 years of experience in financial services industry
  • Strong interpersonal communication skills, both written and verbal
  • Superior organization skills and the ability to prioritize time-sensitive tasks and work independently
  • Ability to multi-task and work well under pressure in a fast-paced environment.
  • Excellent attention to detail and the ability to execute under tight and competing deadlines
  • Highly proficient in Microsoft Office including Outlook, Excel, PowerPoint and Word
  • Series 7 and 63 or commitment to obtain licenses within 6 months of employment

About State Street Global Advisors

What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care.

Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.

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.

Company: State Street Global Advisors

Salary Range:
$65,000 - $102,500 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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