Global Credit Finance, Client Strategy Lead, Vice President

Boston, Massachusetts
Full-time
$120,000 - $202,500
Posted Nov 9, 2026

Skills

CRM
Salesforce

Job description

Background

The Global Credit Finance team oversees a portfolio of 10 different products with ~$100B of notional commitments. Its 155 member team operates in the US, EMEA and APAC with offices in Boston, Irvine, London, Munich, Gdansk, Luxembourg, and Bangalore.

Global Credit Finance’s mission is twofold: to attract and retain clients of State Street using the firm’s balance sheet; and to add income and diversification to the company’s portfolio of on and off-balance sheet investments. Our products include Private Markets – Subscription Finance; Private Credit; Real Money Funds-Liquidity and Leverage: CLOs; Municipal Finance; Commercial Real Estate, Leveraged Loans; Corporates, and Stable Value Wrap.

Role Overview

The Client Strategy Lead will drive GCF’s client strategy, engagement, and reporting priorities, partnering with senior leadership and teams across the division and broader organization. The role sits on the business management team and translates strategic client priorities into coordinated execution The role will lead client targeting, executive engagement planning, client meeting preparation and follow-up, and coordination of cross-business opportunities and all conference activity. It will also oversee client intelligence, reporting, and CRM practices to provide leadership with timely, actionable insights. The Client Strategy Lead will help strengthen client data quality, ownership, and governance to support consistent and effective decision-making.

Key Responsibilities

•Liaise between all GCF products and broader Investment Services and Markets teams, working through complex organizational situations to build shared client priorities

•Manage jurisdictional expansion implementations once approvals are complete

•Own GCF's client engagement strategy, bringing a One State Street view to conference sponsorships, client events and executive client meetings

•Meeting preparation, Participation and Follow-up

•Drive account planning across GCF and partner with the broader Investment Services team

•Maintain and streamline data related to executive engagement with clients, including tracking relevant, non-financial metrics using Salesforce, as well as other relevant CRM and data management tools

•Deliver executive reporting on pipeline and client activity to guide leadership's strategic decisions

•Assisting with ad hoc projects for GCF senior management

What we value

These skills will help you succeed in this role

•Executive presence and the ability to effectively communicate with senior management, including C-suite executives

•Demonstrated strong analytical, business partnership and influencing skills to drive strategic objectives

•Proven experience of executing initiatives on time with the desired outcome

•Ability to clearly articulate ideas to internal and external audiences

Education & Preferred Qualifications

•Undergraduate degree in Business Management, Finance, Economics, Statistics, or related discipline

•6 years in the Financial Services industry

Work Requirement

•Participate in a hybrid work environment, with 4 days per week in the Boston office and 1 remote workday.

•; >Participate in a hybrid work environment, with 4 days per week in the Boston office and 1 remote workday.;

Salary Range:

$120,000 - $202,500 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.

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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.