Managing Director, Client Service – OCIO Focus

State Street

. Lead a Client Service team focused on the emerging OCIO business across Asset Owners .

Posted 11/11/2026full-timeUnited StatesLead💰 $170,000 - $267,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in institutional operations, particularly in OCIO, asset allocation, and portfolio construction, while effectively leading client service teams and driving technology adoption to enhance service delivery. Strong communication and business development skills are essential for fostering strategic client relationships and delivering customized solutions.

Highest-signal resume keywords

Institutional Operational ExpertiseOCIO KnowledgeStrong Communication SkillsCross-Functional LeadershipSolution-Development Capability

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Asset AllocationPortfolio ConstructionRisk ManagementClient Service ManagementOperational Model Standardization

Soft Skills

Executive PresenceCommercial SkillsBusiness Development

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Asset OwnersPensionsInstitutional Investor StructuresState Street KnowledgeService Excellence

About the role

Key responsibilities & impact

Lead a Client Service team focused on the emerging OCIO business across Asset Owners
Orchestrate State Street services for clients, consultants, and OCIOs
Position State Street’s client service and operational models as best in class
Represent State Street by leading projects, client meetings, and presentations
Partner with SSIM and Markets to expand One State Street initiatives through service excellence
Manage professionals focused on client service and customer success
Drive technology adoption to scale the servicing model for asset owners and provide feedback on OCIO nuances
Partner across operations, technology, relationship management, and consultant management to deliver integrated solutions from conversion through day-to-day operations
Standardize models and processes to gain scale and efficiencies
Support the evolution of Service Teams toward a structured end state
Support client service presence in new-business opportunities and deepen strategic client relationships

Requirements

What you’ll need

Bachelor’s degree
Institutional operational expertise, particularly OCIO, asset allocation, portfolio construction, and risk
State Street institutional and structural knowledge preferred
Strong asset owner knowledge, including pensions and other complex institutional investor structures
Strong communication and executive presence, including presenting to executives internally and externally
Commercial and business-development skills to originate opportunities and grow strategic relationships
Solution-development capability to translate client needs into customized, outcome-oriented solutions
Cross-functional leadership across investments, client service, operations, technology, and risk
Ability to identify and manage risks for State Street and complete documentation accordingly

Benefits

Comp & perks

Retirement savings plan (401K) with company match
Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional additional coverages
Paid time off including vacation, sick leave, short-term disability, and family care responsibilities
Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards
Certain tax-advantaged savings plans
Inclusive development opportunities
Flexible work-life support
Paid volunteer days
Employee networks