State Street · 6 hours ago
Relationship Management Analyst, Senior Associate
Boston, Massachusetts
Full-time
Onsite
Entry, Mid Level
$52K/yr - $88K/yr
1+ years expState Street is one of the largest custodian banks and asset managers in the world, seeking a Relationship Management Analyst (RMA) to support their Institutional Services Asset Owner Team. The RMA will focus on enhancing client relationships, driving revenue growth, and assisting in deal structuring and client strategy development.
BankingFinanceFinancial Services
Responsibilities
Create and/or tailor professional sales collateral, including general and customized client solution presentations, case studies, analysis of segment-specific themes and insight
Assist in deal structuring including preparing documentation for internal deal approvals
Participate in deal analysis, including post-mortem reviews intended to identify areas for improvement throughout the sales lifecycle
Support for ad hoc initiatives and projects related to sales and coverage, including: touchpoint for client administration for contracts, fee schedules and other legal documentation, support for account planning process, coordination and preparation of client meetings, completion of deal intake forms, and AdTrax compliance
Perform basic project management of activities, including prospective and existing client Request for Proposal (RFPs), Due Diligence requests (DDQs), Requests for Information (RFIs), and other similar requests
Other ad hoc query resolution to support sales and relationship managers
Qualification
Required
Client-centric mindset
Strong background in financial services
Experience in creating and/or tailoring professional sales collateral
Experience in assisting in deal structuring including preparing documentation for internal deal approvals
Experience in participating in deal analysis, including post-mortem reviews
Experience in supporting ad hoc initiatives and projects related to sales and coverage
Experience in performing basic project management of activities, including RFPs, DDQs, RFIs
Problem resolution skills to quickly identify and address issues
Team player who is willing to contribute and take a proactive role in servicing clients and prospects
Detail-oriented
Ability to work under pressure in a deadline-driven environment
Strong interpersonal and communication skills
Proficiency in English language communication
Preferred
Bachelor's Degree with business related coursework or a degree in Business Management, Accounting, or Finance
Minimum 1-3 years of related back office servicing experience or sales & relationship management support experience
Computer proficiency (Microsoft Office suite: Excel, PowerPoint, Word, etc.)
Salesforce CRM experience
Benefits
Retirement savings plan (401K) with company match
Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
Access to our Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
Eligibility for certain tax advantaged savings plans
Company
State Street
State Street offers a range of financial services, including investment management, research and trading, as well as asset management.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.05B2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M
Leadership Team
Ronald O'Hanley
Chairman and Chief Executive Officer
R
Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
Recent News
legacy.thefly.com
2026-01-22
Company data provided by crunchbase