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Relationship Manager, Charitable Asset Management, State Street Global Advisors, Officer

State Street

State Street is a leading provider of financial services to institutional investors around the world.

Why this role is important to us

This position would provide you with a rare opportunity to learn andgain expertisein a specialized investment and administrative unit within State Street Global Advisors.The group is a leading provider of asset management, administration and tax services for charitable planned giving programs.These programs provide individuals with a way to donate to a charity, receive income from that donation while they are alive, and then ultimately leave something for the charity upon their death or the death of their assigned successor beneficiary(s).This specialized group at SSGA provides all of the resources needed for a non profit to build a successful planned gift program.

Join us if making your mark in the asset management industry from day one is a challenge you are up for.

What you will be responsible for

As Relationship Manager you will

  • Work with senior relationship managers to assure high quality service delivery via daily communication with clients
  • Able to resolve client issues independently
  • Responsible for timely, accurate gift processing, record keeping and special projects for client relationships
  • Maintain pending logs and gift logs and well organized account files detailing fees, agreements and special reporting
  • Prepare and deliver monthly and quarterly client reporting
  • Become proficient in gift vehicles and trust instruments gaining a command of key provisions, required qualifying language and fiduciary and administrative duties
  • Build enthusiastic, positive relationships with colleagues and clients
  • Gain a keen understanding of the client’s mission, core business, structure, aswell as their challenges
  • Adheres to all Charitable Asset Management procedures and policies

What we value

These skills will help you succeed in this role

Excellent communication skills, strong social and team skills. Strong computer, accounting, and service skills.

Education & Preferred Qualifications

College degree and/or advanced training. Strong scholastic/work record.Works with Charitable Asset Management team to become familiar with the business and its operations of investment management and administration of endowment planned gift programs for non-profit organizations across the US.

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

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

COVID-19 Protocols: Complying with State Street’s COVID-19 protocols is a condition of employment. Those requirements may vary depending on circumstances and legal requirements, and may include, without limitation, a requirement to be vaccinated (or have an accommodation), to disclose vaccination status, to provide evidence of vaccination status, etc.

To apply for the job click here

Relationship Manager, Charitable Asset Management, State Street Global Advisors, Officer

To apply for the job click here

Contact us

State Street

State Street is a leading provider of financial services to institutional investors around the world.

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