Associate Vice President, Relationship Manager Greater Boston, MA Area

The Company is seeking an Associate Vice President, Relationship Manager to deliver a strong client experience throughout the lifecycle of assigned institutional relationships. Responsibilities include managing day-to-day client needs, supporting retention, identifying growth opportunities, and resolving complex client matters. The role partners with internal teams and business development colleagues on client engagement, onboarding, strategic growth, and initiatives to improve the client experience. The Relationship Manager also promotes clear accountability among stakeholders and ensures client expectations are understood and addressed. Candidates should have 3–5 years of experience in an institutional client-facing role at an asset management firm, along with strong relationship-building, organizational, project planning, and execution skills. They should be able to manage competing priorities, communicate effectively, and work in a highly regulated environment while following policies and procedures. A bachelor’s degree is required; an MBA is preferred. Series 3, 7, and 63 licenses are required or must be obtained within six months of hire.

Hiring Company

State Street