Public Sector Partnership Services (PSPS) is looking for its next Head of Finance.



The Company

PSPS (Public Sector Partnership Services) is a Local Authority Trading Company (LATCo) which is wholly owned by East Lindsey District Council, South Holland District Council and Boston Borough Council. The Company operates from its offices in Spalding, Boston, and Horncastle. The Company provides a range of services including Human Resources & Payroll, Financial Services, Procurement & Contracts, ICT (Information and Communications Technology) & Digital, Customer Contact, Revenues & Benefits, Health & Safety, and a range of Corporate Support services.

The Role:

The Financial Services Department take pride in their ability to deliver a wide range of fully managed finance functions for our client councils leaving them free to shape and deliver essential public services across their districts. The department provides high quality end-to-end financial management on behalf of our client councils, providing advice and support to a wide range of service departments.

The Financial Services Department also provide client councils with products and solutions for making payments to its business partners and suppliers as well as delivering and maintaining several complex financial systems that support day to day delivery of financial services.

You will manage and support three Strategic Finance Managers who each oversee a Business Partner Function in the preparation of the annual revenue and capital budgets, monitoring of financial performance of those budgets and support the completion of the final accounts for` our client councils. You will also coordinate and lead the financial management of designated service areas and ensure they receive quality financial advice and information.



The Person:

We are looking for a motivated and ambitious finance professional with relevant skills and experience to lead our client function which supports the end-to-end budget management process for our three Local Authority Clients.

Reporting to the Chief Finance Officer, this is a chance to help redevelop and shape the financial support provided to our client councils as we respond to the exciting challenges that are presented by recent formation of the South East Lincolnshire Councils Partnership.

You should be a CCAB qualified accountant and have experience of local government finance. You will possess the ability to lead and motivate a team as well as manage workloads within tight timescales.

This is an excellent opportunity for a qualified Financial professional to join a Company who are continually looking for ways to improve the support we can give to our clients. This role offers great prospects for personal development and career progression.



Our Offer

We are offering a salary of 72k + annual performance related bonus of up to £3,000 + Medicash Health Care Plan, a generous employer pension contribution through the Local Government Pension Scheme (23.1%), and an excellent benefits package, including:

26 days annual leave plus bank holidays and the option to purchase up to 5 days extra
Health & Wellbeing scheme – including birthday leave
Agile working policy- Minimum of 2 days working in the office per week
Employee Assistance Programme
Employee Benefits Platform including retail, holiday, and leisure discounts
Support with your career development/ progression
You can read more information about our benefits on our website: https://www.pspsl.co.uk/working-for-us/benefits



Your application

1. A copy of your latest CV (max 4 pages).

2. A supporting statement (max 2 pages) which outlines your suitability and interest for the role against the requirements and job description.

These should be submitted online, through our First4 Recruitment portal.



Closing date for applications will be 19th April

Subject to finalisation, Interviews are planned for 26th April

A psychometric/personality profile will be completed for shortlisted candidates who are invited to interview. Candidates will need to be available for one-hour in between the shortlisting and interview dates.

The interview and assessment process will involve a competency-based interview and an in-tray exercise, with an informal employee and stakeholder engagement panel where you will meet some finance staff and client lead officers.



If you are interested in having a confidential conversation about the role, please contact: Samantha Knowles - PSPS Chief Finance Officer (samantha.knowles@pspsl.co.uk) 07973 656945 or 01775 764597 or Lewis Ducket - PSPS Chief Executive (lewis.ducket@pspsl.co.uk) 01507 613217



PSPS is committed to supporting applicants and employees with a disability or long-term health condition and has committed to be a Disability Confident employer.

PSPS is proud to offer equal opportunities to all qualified applicants regardless of age, cultural background, disability, gender, identity, marital status, nationality, political belief, race, veteran status, religious or sexual orientation.

PSPS reserve the right to change the closing date, depending on application numbers. Interviews will be arranged when suitable candidates apply which may be prior to the closing date. For this role we do require the successful applicant to complete a DBS check as part of the onboarding process.

Proud member of the Disability Confident employer scheme

Who we are looking for

State Street Global Advisors is looking for a highly skilled Application Manager/ Senior Lead with financial and technical experience to lead our Performance Attribution application development team.  Candidate should have from 10+ years of experience working in the asset management industry, participate in discussion with the portfolio managers and investment researchers on requirements gathering, and has  good overview on how requirements can be translated into technical components for implementation. The candidate will play a key role in designing and optimizing software applications, implementing innovative solutions and coordinating work effort with other application development, database architecture and Infrastructure teams. The position is in Boston, MA. Due to the role requirements, this job needs to be performed primarily in the office with some flex opportunities available.

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What you will be responsible for

• Lead the design and development of scalable and robust software application architecture, ensuring alignment with business goals and industry best practices.
• Participate in scope definition, requirements analysis, functional and technical design, application build, unit testing, and production deployment.
• Manage application developers and analysts across different geographies in achieving implementation milestones.
• Document and interact with business and technology stake holders/team members as necessary
• Collaborate with multiple stakeholders to understand the data sources and operational processes, and data dependencies.  Challenge status quo, advocate for change as applicable.
• Provide technical expertise and ownership in the diagnosis and resolution of issues, including the determination and provision of workaround solution or escalation
• Stay current with emerging technologies and industry trends, providing recommendations for adopting new tools and technologies to improve our technology stack
• Develop oneself into a Subject Matter Expert (SME) on Technical and Functional domain areas.

These skills will help you succeed in this role

• Demonstrated experience in Java, Python, PySpark and SQL (AWS Redshift, Postgres, Oracle).
• Strong leadership skill, analytical problem-solving skills, quick to learn and adapt.
• Past experience building applications in Asset Management industry, especially in the area of performance attribution, return calculation, and market data.
• Experience working with global development teams across different geographies and time zones.
• Highly organized, self-motivated and the ability to work on multiple related initiatives.
• Familiar with BI and data visualization tools for reporting data effectively.

Education & Preferred Qualifications

• 10+ years of past experience implementing technology solutions, preferably with asset management firm(s).
• Excellent communication skills and confidence in dealing with all levels of the organization, both internal and external
• Solid presentation and writing skills
• Bachelor’s degree in finance, accounting, economics, business administration or related field Qualified bachelor degree or higher
• CFA is preferred.

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

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.

Who we are looking for

The Asset Stewardship team is responsible for developing and implementing the firm’s proxy voting and engagement guidelines, managing issuer engagement, and undertaking research and analysis of governance and sustainability related issues. As a senior member of State Street Global Advisors’ (SSGA) Asset Stewardship team, the individual in this role will be responsible for managing activities associated with SSGA’s Asset Stewardship efforts across the Americas region to fulfill our fiduciary duty. This role requires significant cross-organizational leadership and teamwork skills to:

Oversee proxy voting and engagement activities across the Americas Help develop Voting and Engagement Policy and Guidelines for the Americas region Partner with Head of Stewardship Strategy to present our views to clients and market participants across the Americas  Establish and manage a team to support such efforts

This role is based in Boston.

This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Why this role is important to us

The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

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 Americas Head of Asset Stewardship you will

• Be responsible for overseeing voting and engagement activities with investee companies across the Americas region
• Engage with issuers through a variety of methods, including face-to-face meetings, investor conferences, conference calls, emails and letter-writing
• Work with our Stewardship team to engage, track and organize company meetings as well as annual reporting and other external communications
• Contribute to the wider investment agenda in areas including regulatory and policy-related developments and voting guidelines development
• Build strong relationships with key stakeholders to understand stewardship landscape to ensure that stewardship program is staying abreast of client expectation, market best practice, and regulations
• Contribute to the analysis of stewardship related regulations/governmental expectations, and share insights with the broader stewardship team
• Work with broader business to advocate SSGA’s value-based stewardship approach and leadership on stewardship and activities undertaken.
• Manage and develop talent.  Ensure broader team is trained with stewardship acumen to meet business requirements and investment needs
• Collaborate closely with the Global Head of Asset Stewardship to ensure success of our overall stewardship program

Education & Preferred Qualifications

• 10+years of experience in proxy voting and company engagement
• Strong understanding of  stewardship activities and value-oriented narratives
• Ability to effectively navigate an increasingly complex environment and stay focused on our core fiduciary responsibility
• Proven ability to build a high-performing team to achieve desired results. The candidate should have a track record of effectively managing individuals and leading initiatives from start to finish.
• Exceptionally strong written and verbal communications skills with an engaging personality
• Ability to present information in an organized and clear fashion
• Strong understanding of SSGA’s clients and client-facing activities would be beneficial
• Strong interpersonal skills with comfort working independently and within a team setting
• Ability to work in a dynamic environment, demonstrating initiative and the ability to prioritize workloads
• Candidates must be detail oriented
• Graduate degree in a relevant discipline (e.g. business, economics or finance) and/or CFA designation (or willingness to pursue these designations) would be beneficial

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

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.

The Product Manager, Distribution Compensation Systems will be responsible for leading and executing Distribution Compensation Systems (DCS) value stream to support the deployment of Absence Comprehensive Experience (ACE) project. You will be responsible for leading end-to-end build and delivery of comprehensive solutions across DCS and ACE to make sure the two systems have data connectivity, capabilities and integration needed to accurately calculate, pay and report on broker commissions, member level commissions, special producer bonus and sales incentive plan systems.

You will define the DCS vision of how we can modernize our compensation systems to aggregate and consume sales data to calculate compensation for brokers and internal sales by integrating data feeds from ACE and other legacy Guardian admin systems. You will develop the roadmap for DCS by identifying user needs, prioritizing features, and guiding work through Agile methodologies. You will utilize product management principles to assess opportunities, prioritize options, think with a user-centric mindset, assess viability, and deliver optimal solutions.

You will lead the DCS value stream as a forward-thinker, innovator, go-getter and change agent, responsible for using continuous improvement and change management practices to drive successful execution and increased effectiveness across Distribution Compensation Systems. You’ll work with a highly motivated, cross-functional team of product managers, architects, developers, and business analysts along with stakeholders from sales/distribution focused on delivering modern solutions making our compensation systems more effective, sustainable and scalable. You will build frameworks that enhance performance and drive consistent delivery within the value stream.

The Product Manager, Distribution Compensation Systems will report directly to the Head of Group Distribution Compensation Strategy and will assist in development of the vision, multi-year roadmap and strategic frameworks to drive the DCS value stream within ACE. For the right candidate, this role will offer great visibility, opportunity to lead the work at high levels, and future opportunities for career progression.

You Will:

• Lead end-to-end build, execution and change management for DCS value stream.
• Develop a clear product vision, roadmap and execution plan representing business needs, deliverables, dependencies, timelines, and benefits - in collaboration with ACE, Tech, operations and compensation SME teams to ensure alignment between DCS and ACE.
• Ensure each DCS value stream is correctly identified, defined, mapped, optimized, managed, and improved upon over time in line with ACE.
• Own and prioritize backlogs in partnership with subject matter experts, developers, and stakeholders to drive timely deployment of product features and capabilities while identifying, escalating, and resolving issues.

• Ensure proactive socialization with business leaders and key stakeholders, gaining buy-in, alignment, and providing transparency to key decisions.

• Craft and communicate execution plans by defining releases, program increments for new features, architecture, milestones, and other types of enabler work.
• Ensure appropriate change management plans and communication plans are executed on, and there is alignment with PMs across other ACE programs.
• Ensure active participation in product demos, read outs and other value stream reviews.
• Ensure successful deployment of DCS across all Guardian systems including appropriate product training and positioning to educate distribution and other stakeholders, IMS updates, new reporting execution, updated process maps, MAR, and other controls.
• Partner with technology teams to meet the overall release plan at the project and team level, understand blockers/limitations and their impact on the product and relevance to end users.
• Ensure value stream stays within the established scope to avoid scope creep and keep product within timeline and budget.

• Ensure successful release and deployment of systems in coordination with business, product, operations, and technology teams.
• Perform risk analysis and lead development and execution of risk response plans.
• Build and manage relationships with cross functional business partners and teams across Guardian and our vendor partners. 
• Act as a change agent and stay focused on motivating project teams and maintaining momentum.
• Ensure proper resource management by assigning clear ownership.
• Maintain an open and positive line of communication.

You Have:

• Bachelor’s degree or equivalent work experience with 6+ years of experience in Agile Product management/development.
• Group Insurance/Financial services experience preferred.
• Demonstrated knowledge of software delivery methodologies (Agile, Product backlogs etc.).
• Excellent ability to construct and prioritize multiple program backlogs and execution plans.
• Experience working successfully and influentially with multiple key stakeholders to define product vision, objectives, scope, schedule, and budget.
• Demonstrated capability to navigate in a fast-paced environment and prioritize tasks with competing deadlines.
• Extensive experience in creating engaging and effective PowerPoint Presentations (demonstrated ability to tell the story).
• Strong ability to proactively identify and manage risks, issues, and costs for each assigned initiative.
• Growth mindset with strategic thinking and ability to execute and successfully deliver solutions.
• Proven ability to adapt to and lead through change quickly and easily and operate effectively through ambiguity.
• An ability to articulate and clearly communicate complex problems and solutions in a simple and logical manner.
• Exceptional collaboration, negotiation, inter-personal, and influencing skills.
• Excellent critical thinking, decision making and problem-solving skills.
• Strong communication skills with the ability to build effective relationships, influence others and work effectively in a matrixed organization.
• Effective leadership qualities and skills, with the ability to express and defend ideas and concepts.
• Experience with compiling, managing, and maintaining key documentation for project-related artifacts.
• Knowledge of data privacy regulations, and security best practices is a plus.
• Proficiency using Confluence, JIRA, Clarity, and Jira Align.

Location & Travel:

• Hybrid Work Arrangement: 2 Days a week in any Guardian office and 3 days working remotely.
• Possible Guardian locations include Boston, MA; Bethlehem, PA; Holmdel, NJ; New York, NY; Atlanta, GA; Chicago, IL; and Plano, TX.

Salary Range

$82,660.00 - $135,805.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals.  Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.

Health Care

• Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

• Dental plan

• Vision plan

• Health care accounts – flexible spending, health reimbursement, and health savings accounts

• Critical illness insurance

Life and Disability Insurance

• Company-paid Life and Disability insurance plus voluntary supplemental coverage

• Accident insurance

Retirement and Financial

• 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

• Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

• Flexible work arrangements (part in-person/part remote)

• Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

• Personal holidays for colleagues to use in recognition of religious, cultural, or civic days

• Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

• Emotional well-being, mental health, and work/life resources powered by Spring Health

• Wellness programs, including fitness program and equipment reimbursement

• Child, adult, and elder back-up care support through Bright Horizons

• Adoption assistance

• College planning

• Tuition reimbursement

• Student loan assistance

• Commuter benefits in select metropolitan areas

Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com.

Who we are looking for.

An Application Manager who will lead and manage a global team to deliver technology solutions for the Researchers across investment teams at State Street Global Advisors (SSGA).

A strong leader with good technical skills who will champion close collaboration across business and technology teams, along with a demonstrated ability to thrive in a multi-platform environment.  Ability to organize both qualitative and quantitative information in a meaningful way to develop and implement plans and mitigate project risks.

Understand the relationships between technology, data, operations, and business functions along with knowledge in the financial markets, specifically within investment or asset management.

Thought leadership, technology strategy planning and execution, and managing global IT teams to build, enhance, and implement innovative and scalable solutions.

Strong management skills – including the ability to deal with varying personalities and consensus building.  Able to both lead IT as well as be at the forefront of communication with the business.

Why this role is important to us.

The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions, and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

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

This role is part of SSGA IT Application Technology Services.  This team is responsible for providing high-quality business application and technology services that SSGA’s Investment Management business runs on. Investment Research is a critical business function within this group, providing data and tools for the business researchers to develop and run various investment models along with their accompanying systems. 

What you will be responsible for

• Business stakeholder alignment and management – collaborate with cross functional business leaders to understand, prioritize, plan, and deliver technology solutions to support the business.
• Lead a global application development team and work with technology partners to implement complex projects on time and within budget (Run, Change and Transform).
• Be accountable for delivering high-quality, innovative solutions ensuring best practices and standards are followed.
• Help define and execute key transformation programs for the broader organization, in collaboration with other technology, data, and operations leaders.
• Assist the Active Fundamental Team by establishing clear goals, coaching, delegating, and providing constructive feedback.
• Act as an advocate for change management, inspire innovation and creativity in technology solution.
• Provide domain expertise to the team as needed.

What we value

• Strategic thinking with a focus on forward-looking goals and the project vision.
• People skills – a negotiator/consensus builder, good communicator and powerful motivator.  Confidence in dealing with all levels of the organization, both internal and external.
• Program management - Planning and execution of small to large size technology projects.
• Strong leadership, mentoring, and collaborative skills across the global business and IT organizations.  Strong business stakeholder alignment.
• Solid problem-solving and analytical skills along with an understanding organizational process,  business and data domains, and data governance.
• Experience with vendor data sources (such as Factset, Bloomberg, LSEG, etc..) and experience with security level financial data. 
• Understanding of AWS Cloud, Big Data solutions as well traditional relational structures (Oracle / MSSQL) and conceptualizing architecture and supporting framework.
• Familiar with BI and data visualization tools for reporting data effectively.
• Python and SQL Programming skills a plus

Education & Preferred Qualifications

• Bachelor’s degree with 8+ years of experience in a software application manager role or equivalent leadership and program management role
• Financial Services background, including investment or asset management.

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 do not 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 will 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

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.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for providing advice and valuable financial solutions to Global Commercial Banking Real Estate clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with product specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

Responsibilities:

• Manages an extensive portfolio of clients and prospects and provides construction, development, and permanent financing to professional developers and real estate investors
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of clients and prospects and industry trends
• Collaborates with teammates throughout the bank, including underwriting and portfolio manager partners, relationship administrators, Credit Risk Managers, and support staff in order to design and deliver financial solutions to clients and prospects
• Leads and facilitates dialogue with a variety of clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
• Adapts to changes in sales practices and broader market and industry conditions as needed

Skills:

• Active Listening
• Business Acumen
• Consulting
• Customer and Client Focus
• Oral Communications
• Adaptability
• Loan Structuring
• Networking
• Presentation Skills
• Result Orientation
• Attention to Detail
• Collaboration
• Negotiation
• Problem Solving
• Written Communications

Required Skills:

Must have 5+ years-experience in commercial real estate project lending and Institutional Financing. Candidate will have demonstrated sales, marketing and leadership skills including ability to maintain effective working relationships with underwriting partners, portfolio manager partners, relationship administrators, Credit Risk Manager, support staff and other associates. Candidate will possess credit underwriting skills, presentation and negotiation skills, an understanding of financial accounting and commercial loan underwriting, as well as the relationship between credit risk, structure and pricing desired. Familiarity with interest rate management products, deposit, cash management and other fee-based products would be helpful. Must have excellent verbal and written skills as well as interpersonal and organizational skills. Bachelor of Business Administration or equivalent degree in Business (Finance, Accounting, Economics, or Real Estate) is preferred.

Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 within 180 days of start date)

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Summary

The Sr. Relationship Manager will be part of our Healthcare, Education & Not-for-Profit Team in Boston.  The Healthcare, Education and Not for Profit Group (“HENFP") is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to Not-for-Profit Healthcare (hospital systems), Private Higher Education, and Not For Profits (charitable, cultural and professional institutions); with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue).

Job Description:
This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

Responsibilities:

• Manages an extensive portfolio of HENFP clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
• Leads and facilitates dialogue with a variety of complex HENFP clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
• Coaches and mentors peers, while utilizing leadership skills
• Adapts to changes in sales practices and broader market and industry conditions as needed

Skills:

• Client Management
• Client Solutions Advisory
• Prospecting
• Relationship Building
• Risk Management
• Financial Analysis
• Leadership Development
• Project Management
• Referral Identification
• Sales Performance Management
• Business Development
• Client Experience Branding
• Continuous Improvement
• Data and Trend Analysis
• Pipeline Management

Required Skills

• Must have a minimum of 10 years’ experience in broad based commercial lending/corporate finance/relationship management experience
• Demonstrates management capability of an extensive portfolio of Healthcare, Education and/or NFP clients with revenues greater than $50million
• Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.
• Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
• Strong corporate finance, capital markets and accounting acumen.
• Financial modeling experience and the completion of a formal credit training is required.
• Outstanding oral and written communication skills.
• Demonstrated leadership ability.
• Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.
• Undergraduate degree required: Majors in business, finance or economics preferred. MBA desirable.
• Securities Industry Essentials (SIE), Series 7 &  63  (Must obtain SIE, series 7 & 63 license within 180 days of start date) 

Desired Skills:

• Existing knowledge of the market preferred.
• Active member/participation in local community organizations.
• Highly desirable to have active networking contacts and Centers of Influence established in market.
• Desire to work in a specialty team with an interest in Healthcare, Education & NFP institutions.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.

Responsibilities:

• Develops talent, including proactive sourcing of candidates
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Diversity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Skills:

• Coaching
• Customer Service Management
• Customer and Client Focus
• Performance Management
• Talent Development
• Business Operations Management
• Recruiting
• Result Orientation
• Risk Management
• Sales Performance Management
• Inclusive Leadership
• Leadership Development
• Prioritization
• Problem Solving
• Referral Management

Minimum Education Requirement: Null

Shift:

1st shift (United States of America)

Hours Per Week: 

40

What you will be responsible for:

Distribution Team Leadership

• Leverage sales management expertise to develop and execute Americas sales strategy designed to grow our business and ensure the Americas distribution team achieves its financial targets.
• Manage sales and relationship management resources across the Americas; define sales goals and drive results.
• Support the development & articulation of strategic plans and translate this strategy into actionable plans.
• Entrench platinum client relationships by leading a strategic partnership program.
• Identify opportunities in new markets or market segments to grow the business.
• Build on SSGA leadership position to provide differentiated solutions to investors.
• Build relationships with sales teams to best support their prospecting and client relationship management needs, ensuring effectiveness in the field and communicating results to senior leadership
• Lead strategic planning for growth initiatives, competitive intelligence and business projects
• Facilitate shared understanding of the Americas strategy and priorities across key stakeholders
• Provide first-line leadership on client engagement issues
• Translate regional strategy into action by aligning business activities to the vision and strategy of the broader global organization

Governance and risk excellence

• As required, assume responsibility as the Legal Entity head, ensuring robust board governance and compliance with contractual, statutory and regulatory obligations
• Provide executive level point of contact for clients, regulators, external audit and other governance bodies
• Act as the senior in-region escalation point for client issues, regulatory and other matters across the business
• Provide leadership to governance committees sharing expertise, insights and ensuring cross functional participation
• Ensure a control environment that supports a compliance and risk culture.

Organizational leadership

• Lead collaboration across State Street Bank divisions to promote the franchise and create a strong outcome for our clients.
• Identify opportunities to partner with Institutional Services and Global Markets divisions to develop and deliver “One State Street” solutions to clients
• Attend executive meetings to ensure the highest level of connectivity and contribute to the tactical priorities of the business
• Lead initiatives designed to maintain GA and STT organizational culture, fiduciary mindset and improve employee experience
• Foster a culture of speaking up when there is an issue and group accountability
• Promote a culture of continuous improvement

What we value:

• Executive presence to lead, inspire and motivate across different cultures and functional teams
• A combination of focus and flexibility – this role is both highly strategic and facilitative
• Talent to build, motivate and coach high-performing sales teams
• Ability to build executive-level client relationships, including C-suite engagement, that result in mutually beneficial partnerships
• Strong technical ability and investment acumen
• Successful experience setting, measuring, meeting and exceeding sales targets
• Ability to lead, prioritize and execute simultaneous projects and initiatives
• Ability to use data and metrics to set and drive strategic objectives
• Excellent interpersonal, problem-solving and influencing skills
• Proven ability to form and cultivate positive relationships with clients and internal colleagues
• Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures

Additional requirements:

• Minimum of 15 years of experience selling to and/or servicing institutions
• 7+ years of meaningful sales leadership experience, including success positioning active strategies and exceeding growth targets
• Experience in an Investment Management organization, ideally with knowledge in sales management practices
• Experience in dealing with institutional and intermediaries business in the Americas
• Existing industry profile and relationships that can accelerate the success of sales initiatives
• Track record of building complex solutions with and for clients, including active and multi-asset class strategies

This role would be Boston based.

Salary Range:

$300,000 - $412,500 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.

Job Description

This role requires a Senior Project Manager who can drive strategy and executes on high priority transformation projects. The candidate will work with business, audit, risk and senior level stakeholders across SSGA as well as external vendors.

The role requires a seasoned leader of cross functional teams in various global locations.

Responsibilities of the Project Manager consist of, but are not limited to:

• Leads the end-to-end planning and management of multiple complex projects
• Plans, organizes and controls the activities of cross-functional  project teams
• Facilitates and integrates dependent upstream and downstream tasks and activities as related to project delivery
• Develops and maintains an end-to-end project plan
• Defines, manages and controls project scope
• Coordinates overall project communications, risks, and issues resolution
• Coordinates project tracking and reporting
• Coordinates on time and  on budget delivery
• Coordinates communication with sponsors and management concerning the project status and issues
• Identifies and uses best practices for project management
• Demonstrates an understanding of the impact of problems across the organization and facilitates a collaborative solution
• Interprets client needs, assessing the full requirements (both functional and technical); identifies and facilitates solutions to non-standard tasks/queries
• Interprets internal and/or external business issues and best practice in own discipline; applies to own role
• Identifies key issues and patterns in complex situations; takes a broad perspective to problems and identifies new / less obvious solutions e.g. thinks creatively
• Develops and nurtures productive and collaborative relationships across all project stakeholders
• Participates in elicitation and definition of product roadmap

• Ensures that project artifacts are audit ready and compliant with CIS and SDLC policies/procedures
• Manages and coaches junior team members; this could also include direct management of some staff members

Education & Preferred Qualifications

• Bachelor’s degree and 10 plus years of experience in large complex technology projects.
• Project / Program Management certification a plus – PMP from PMI or other recognized project management certification
• Experience with JIRA, MSProject, PowePoint & Excel / Tableau

Salary Range:

$110,000 - $185,000 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.

BAIN CAPITAL OVERVIEW

Established in 1984, Bain Capital is one of the world's leading private investment firms with approximately $180 billion in assets under management. Today, our teams strive to create value through private equity, public equity, fixed income, credit, venture capital and real estate investments across multiple sectors, industries, and geographies. Our competitive advantage is grounded in a diligence-intensive, value-added investment approach that enables the firm to deliver industry-leading returns for its investors. Headquartered in Boston, Bain Capital has offices in Chicago, Dublin, Guangzhou, Hong Kong, Lisbon, London, Luxembourg, Madrid, Melbourne, Mumbai, Munich, New York, Palo Alto, San Francisco, Seoul, Shanghai, Sydney, and Tokyo.

BAIN CAPITAL CREDIT AND SPECIAL SITUATIONS OVERVIEW

Bain Capital Credit & Special Situations are independently managed affiliates of Bain Capital, with a collective $55 billion in assets under management.  We invest across the full spectrum of credit strategies, including leveraged loans, high-yield bonds, distressed debt, direct lending, structured products, non-performing loans, and equities.  Through our numerous funds, we have the ability to invest in every level of a company’s capital structure from secured debt to equity, and we can also provide capital to growing companies with unique financing needs.

Our investment process is characterized by detailed business and financial analysis and a culture of vigorous debate.  We combine a consulting-based approach to industry, competitor, and business analysis with an in-depth examination of a target company’s financial performance and capital structure.  Our goal is to select the best industries, the best companies, and the best relative value among the many securities each company offers. Bain Capital Credit has a world-class team of investment professionals with extensive experience analyzing and managing high-yield investments. 

CENTRAL DATA GOVERNANCE TEAM – Manager

The successful candidate will join Bain Capital’s Boston office as a Manager to help build out a Central Data Governance framework from the ground up. This entails designing and implementing a sophisticated data governance framework spanning across capabilities and tools such as data quality checks, defining/tracking KPI’s, data lineage and data structure and organization (e.g. organized data hierarchies, well-maintained data dictionary and report catalogue, as well as data and report certification). Build out of new capabilities will extend to external vendor relationships and software, as well as extensive partnership with IT to implement.

The primary measure of success in this role is reduction and mitigation of data errors in reporting to investors and internal management reporting. It is critical to have a strong ability to perform deep dives and root cause analysis with effective mitigation planning skills leveraging the data governance tools we are building, process re-engineering and ability to establish effective oversight processes.

The candidate must have strong ability to define and socialize data quality progress and overall program progress to senior leadership, as well as define roles and responsibilities of data owners across functions. The candidate will be a catalyst in ensuring adoption and proper usage of the Data Governance framework across the Capital Markets business.

The successful candidate will report to the Global Head of Capital Markets Operations & Data Management. It is expected that the Central Data Governance team will start with 2-4 FTEs and expand over time, and that we will partner with an external management consultant to kick-off the Data Governance Program.

Key elements to success in this role are:

• Ability to be a change agent
• In-depth understanding of underlying data and systems
• Expertise in the investment portfolios, fund structures and asset classes (specifically liquid credit, CLOs, private lending, distressed assets)
• Experience in standing up a successful data governance program at a similar institution

RESPONSIBILITIES INCLUDE

• Design and enable right-fit Data Governance structure
  • Manage Data Domains and Data Owners across functions to ensure performing their responsibilities
  • Manage data glossary, data catalogue, report inventory
• Establish Data Quality (DQ) KPIs, metrics, and remediation workflow
  • Partner with Data Owners to define DQ KPIs, progress dashboards, and definition of “good data quality” for data sets
  • Work with IT / Reporting team / Ops to implement DQ rules/checks inventory and escalations
  • Track manual adjustments / touchpoints and set actions to mitigate
• Set Targets and Monitoring/Reporting Progress
  • Work with Data Owners to set and meet DQ improvement targets within specific timeframes
  • Work with IT / Reporting team to build senior stakeholder reporting / dashboards to improve transparency and track progress
  • Hire and develop and sustain high performing team
• Work with Data Owners to define completeness and accuracy of data sets and establish sign-off processes
• Partner with IT to help prioritize competing requests and communicate priorities and decisions back to all stakeholders 
• Track progress of specific data issues and data quality KPI’s
• Perform deep dives and root cause analysis
• Define & implement data certification process
• Define & implement a change management process
• Establish a governance and periodic review/audit process to ensure accuracy of data in reports
• Periodic reviews of business glossary, data dictionary, and reports catalog
• Ensure adoption and proper usage of Data Governance framework across the organization
• Evaluate specific areas that require process flow re-design across functions and key users 

QUALIFICATIONS

• 5-8 years of experience in asset management or closely related field
• Experience standing up or maintaining data governance program at similar firm
• Comfort with a data-intensive and high transaction volume environment
• Deadline-driven mindset
• Strong process discipline: ability to design new processes & drive continuous improvement in existing ones
• Direct programming expertise not required; proven ability to manage programmers/engineers is required
• Proven experience collaborating effectively with multiple stakeholders/internal customers
• Strong communication and relationship management skills

Bain Capital is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Who we are looking for

This is a key role within the SSGA Strategic Partner Oversight team, which is part of the Chief Operating Officer’s organization, that is responsible for ensuring quality of service provider that directly support SSGA investment processes.  The role will focus on overseeing the compilation of performance and attribution reporting and ensuring the sufficiency of the process in meeting the needs of SSGA to support investment management priorities.  Candidates should have a deep understanding of performance calculations, /methodologies, attribution, analytics, and the importance of data quality within the investment management process and its operational support functions. The ability to contribute as a subject matter expert in the investment data domain on industry best tools and practices and as part of global transformation programs is an important capability associated within this area for SSGA.

This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Why this role is important to us

The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

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 Head of Performance Oversight you will

• Ensuring the performance is calculated consistently with approved methodologies and in accordance with defined service levels .
• Be the primary subject matter expert on the various performance and attribution methodologies used and how that data is used to support the lifecycle of SSGA’s investment process .
• Consistently seek ways to drive others to improve processes, address service issues, and enhance our oversight model particularly where not fully automated.
• Act as a liaison for SSGA Investment teams and other SSGA functions, functioning as a central point of contact to assess quality of services, remediate service issues, and advocate for SSGA’s requirements.
• Drive resolution of performance and attribution issues that arise impacting portfolio management.
• Work with middle office teams to ensure the accuracy and integrity of data across portfolio’s, benchmarks and or other performance data.
• Be the change management lead to ensure correct performance calculation and reporting for new products/services, which includes ensuring client reporting demands are met.
• Contribute to the SSGA change agenda through partnering with other teams on projects and new business analysis so as clear direction can be provided on the scope and operational requirements related to any new SSGA business initiative
• Lead strategic decision-making and future transformation efforts related to tools used for performance and analytics.
• Collaboration on firmwide data management efforts

What we value

These skills will help you succeed in this role

• Ability to effectively interpret and analyze performance queries from clients, Portfolio Managers and other stakeholders.     
• Strong analytical skills and a positive organized approach to investigating queries and exceptions.
• Excellent oral and written communication skills and willingness to communicate with colleagues at all levels of the organization.
• Ability to plan and run multiple priorities and tasks with the skills to adapt and be flexible to change in a delivery focused, deadline driven environment.
• Ability to work confidently both independently and as part of a team.
• Ability to build strong positive relationships with both internal and external clients.
• Willing to assume responsibility and take ownership of tasks assigned

Education & Preferred Qualifications

• Minimum of bachelors degree and 8-10 years of asset management industry experience 
• Professional industry qualifications an advantage, CFA or CIPM.
• Knowledge of Bloomberg PORT, FACTSET, Anova, GPA, Statpro an advantage

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

Salary Range:

$100,000 - $160,000 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.

Position Summary

As the Absence Product Senior Manager, you will collaborate on all aspects of Guardian’s Absence product portfolio, working in close partnership with the Absence Product Lead.  In alignment with the overarching Group Benefits strategy, you will help support the development and execution of product strategies to drive market-leading growth and deliver value to our customers and stakeholders.

You will play a critical role supporting the group benefits efforts to remain competitive in a rapidly changing Absence marketplace, which will include monitoring and responding to evolving client needs, state and federal policy changes, and the competitive landscape.  

You will partner closely with strategy, sales, account management, finance, underwriting, claims, technology, and operations to construct resonant and differentiated end-to-end product value propositions, deliver strong economic value, and ensure effective operational delivery.  You will actively monitor all aspects of the value stream from quote to claim for the Absence product portfolio and the competitive landscape, applying knowledge gained to enhance existing products and design innovative new product & features that position Guardian as a market leader.  

You will:

Overseeing all aspects of Guardian’s Absence product portfolio, you will:

• Partner closely with your manager, the Absence Product Lead, to execute the product strategy and multi-year roadmap.  The roadmap will be inclusive of all necessary maintenance activities, planned enhancements to the products & related capabilities, and new development activities.   

• Partner with business partners to identify new features and enhancements that will result in improved client & member experience, increased sales, participation, and persistency
• Lead and collaborate with cross functional teams to execute the product strategy through collaboration with underwriting, sales, marketing, enrollment, service, claims, IT and finance
• Support strategic planning processes to ensure product positioning capitalizes on revenue opportunities.
• Manage products in market to ensure they are performing as desired by developing and monitoring key metrics and having collaborative discussions with distribution, underwriting and pricing
• Work closely with technology and operations to define capabilities and processes required to effectively execute and deliver the products and capabilities to partners, stakeholders, and customers
• Bring external insights into the organization for the purpose of understanding evolving client & member needs and marketplace trends

You are:

A leader who is creative, customer-centric and leads with a growth mindset, embraces challenges, data-driven decision maker, technically deep and business savvy enough to interface with cross-functional stakeholders, and actively seeks diverse perspectives. 

You have:

• 7+ years of experience in Group Insurance product or similar role, with 2+ years of experience working with Absence products
• Deep knowledge of competitive practices and trends in the Absence market
• Detail-oriented with strong organizational skills; ability to manage and execute simultaneous projects and tasks
• Technical understanding of product and customer requirements along with the ability to lead large- and small-scale product development initiatives
• Highly effective negotiation and influencing skills; proven ability to influence across a diverse group of stakeholders
• Excellent interpersonal, communication and relationship building skills, the ability to interact and influence cross functionally, build relationships, and drive change
• Highly analytical, with strong critical thinking skills
• At least a four-year degree in marketing, business, or related field

Leadership Behaviors

• Builds commitment to achieve goals and deliverables
• Inspires others around a common vision
• Strategically aligns processes and resources to future goals and objectives
• Communicates the business need for change

Location

• Travel up to 10%
• Bethlehem, PA, Greater NYC, Greater Boston, or Mobile Campus

Salary Range

$95,060.00 - $156,170.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals.  Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.

Health Care

• Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

• Dental plan

• Vision plan

• Health care accounts – flexible spending, health reimbursement, and health savings accounts

• Critical illness insurance

Life and Disability Insurance

• Company-paid Life and Disability insurance plus voluntary supplemental coverage

• Accident insurance

Retirement and Financial

• 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

• Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

• Flexible work arrangements (part in-person/part remote)

• Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

• Personal holidays for colleagues to use in recognition of religious, cultural, or civic days

• Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

• Emotional well-being, mental health, and work/life resources powered by Spring Health

• Wellness programs, including fitness program and equipment reimbursement

• Child, adult, and elder back-up care support through Bright Horizons

• Adoption assistance

• College planning

• Tuition reimbursement

• Student loan assistance

• Commuter benefits in select metropolitan areas

Justice, Equity, Diversity & Inclusion (J.E.D.I.)

• Employee Resource Groups that advocate for inclusion and diversity

• J.E.D.I. certification and training programs

• Matching gifts/volunteering

Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
 

This role is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities of the role include serving as the primary point of contact / trusted advisor and acquiring, deepening and maintaining profitable relationships. This role is also responsible for collaborating with teammates and leading/facilitating client relationships with product specialists. These individuals are well versed in our products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

The Sr. Relationship Manager will be part of our For Profit Healthcare team in Boston. This group is a specialized team within the Global Commercial Bank which serves public and private healthcare companies, generally with annual revenues of $50 million to $2 billion. The team brings its industry specialization and solutions to support the financial needs of healthcare services, life sciences and medical technology companies. *Position may also be filled as a Sr. Relationship Manager or a Relationship Manager, depending on experience and qualifications.

Responsibilities:
• Manages an extensive portfolio of For Profit Healthcare clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow and invest for their current and future needs
• Acquires, deepens and maintains profitable client relationships through sales, prospecting and enhancing existing relationships
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Collaborates with domestic and international teammates throughout Bank of America, including Investment Banking, Foreign Exchange and Wealth Management and facilitates client relationships with product specialists in Credit, Treasury Management and Merchant Services in order to design and deliver financial solutions to clients and prospects
• Leads and facilitates dialogue with a variety of complex For Profit Healthcare clients and prospects regarding topics such as the client/prospect industry, alternative capital structures and general business issues
• Demonstrates leadership skills and coaches/mentors peers
• Embraces change and adapts to changes in sales practices and broader market/industry conditions as needed


Required Skills:

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• Holds the following registered licenses (or obtains within 180 days of start date): SIE, S7 and S63
• Undergraduate degree required: MBA desirable.
• Must be credit trained.
• At least 10 - 15 years of broad based commercial lending/corporate finance experience within healthcare is preferred.
• Demonstrates management of an extensive portfolio of healthcare clients with revenues greater than $50 million and the ability to successfully manage portfolio.
• Proven track record of prospecting new business and enhancing existing relationships.
• Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
• Outstanding oral and written communication skills.
• Demonstrated leadership ability.
• Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client problems.

Desired Skills:

• Existing knowledge of the market preferred.
• Active member/participation in local community organizations.
• Highly desirable to have active networking contacts and Centers of Influence established in market.
• Desire to work in Specialized Industries with an interest in For Profit Healthcare

Skills:
• Business Development
• Advisory Sales
• Referral Sales
• Prospecting and Qualification
• Risk Management
• Financial Analysis
• Customer Focus
• Leadership Skills
• Relationship Building
• Client Team Management
• Negotiation
• Active Listening
• Executive Presence
• Written Communication
• Organization

Shift:

1st shift (United States of America)

Hours Per Week: 

40