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 (or equivalent), CFA/MBA preferred
- 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 weeks of employment
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.
State Street's Speak Up Line
Job ID: R-761076
