Client Service, Managing Director (with an OCIO focus)
State Street
Quincy, MA · Posted November 10, 2026
Just laid off? Start here: a plan for the first weeks
Want recruiters in Customer Success to be able to find you?
Roles at this level, like this one at State Street, are often filled through recruiters.
See every open role at State Street
More in Massachusetts job market · Financial Services & Banking · Customer Success jobs
More roles at State Street
- Real Assets Fund Accounting & Administration, Senior Associate · Atlanta, GA
- Senior Cobol Developer, Assistant Vice President · Irvine, CA
- Program Manager · Boston, MA
- Sales Engineer, VP · Burlington, MA
- Business Management Coordinator, Officer · Boston, MA
- Client Onboarding and Conversion, Officer · Quincy, MA
Similar jobs
- Director, Customer Success Onboarding · Foley · MA
- Customer Success Manager, Director · Salesforce · Chicago, IL
- Customer Success Manager, Director - Core (Sales & Service) Clouds · Salesforce · Chicago, IL
- Director, Customer Service - Order to Cash · Wolters Kluwer · New York City, NY
- Sr. Director Client Service (Healthcare Payer - Chicago) · Bounteous · Chicago, IL
- Sr. Director Client Service (Healthcare Payer - North East ) · Bounteous · CT
Where Quincy, MA ranks
Where Quincy, MA placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
- #1Best all-round cities for new graduates in New England70 / 100 · of 11
- #3Best cities for junior jobs in Massachusetts29% · of 20
- #4Best all-round cities for new graduates in the Northeast64 / 100 · of 26
- #5Best cities for mid-career professionals in New England54% · of 28
- #5Best all-round cities for mid-career professionals in New England51 / 100 · of 11
- #7Best cities for junior jobs in New England29% · of 28
Rankings about customer success jobs
- Best cities for customer success jobs #1 New York (367 openings)
- Employers with the most customer success jobs #1 Gallagher (167 roles)
Customer Success jobs · Top Customer Success employers · All rankings
Skills this job asks for
Say which you have and which you want to build. We use it to match you to jobs like this one.
About the job
Who we are looking for
Manage a Client Service team to support OCIO growth in the industry by connecting institutional client needs with service excellence and operational execution
Why this role is important to us
You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.
Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.
What you will be responsible for
· Lead Client Service Team focused but not limited to the emerging OCIO business across Asset Owners.
· Serve as a representative to orchestrate services that State Street provides for the clients, consultants, OCIO’s
· Position State Street’s client service and operational models as best in class.
· Represent State Street in this important growing industry segment by leading projects, client meetings and presentations
· Partner with SSIM and Markets to expand One State Street initiatives through service excellence
· Manage a team of professionals focused on client service and success in support of customers
· Drive adoption of technology to apply scale to servicing model for all asset owners and provide feedback on nuances for OCIO
· Partner across operations and technology relationship and consultant management to deliver integrated solutions from conversion to day to day.
· Standardize models and processes to gain scale and efficiencies
· Support evolution of Service Teams toward structured end state
· Support client service presence in new-business opportunities and deepen strategic client relationships.
What we value
These skills will help you succeed in this role
· 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.
· Identify and Manage Risks for State Street and complete documentation accordingly
Education & Preferred Qualifications
Bachelors degree
Salary Range: $170,000 - $267,500 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.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our 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); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home .
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
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.