State Street

State Street Global Advisors - US Wealth Intermediary National Accounts Manager, Vice President

State Street
Boston, Massachusetts; New York
Not disclosed
07 Jun 2024
01 Jul 2024
Approved employers
Approved employer
Contract type
Full time
Experience level

We are seeking a highly motivated and experienced National Accounts Manager to join our US Wealth Intermediary Sales Team. This individual will be responsible for developing and executing strategic sales initiatives to drive growth and increase market share for State Street investment products at key wealth management firms.

Due to the responsibilities of this role, this job needs to be performed primarily in the office with some flex work opportunities available.

As a National Accounts Manager, you will:

  • Develop and maintain strong relationships with key decision-makers at the firm’s largest intermediary clients
  • Identify opportunities and formulate strategies to expand distribution of our ETFs, Money-Market Funds, Mutual Funds, and other vehicles
  • Collaborate with internal stakeholders including regional sales, capital markets, strategy, marketing, product management, and portfolio management teams to develop customized solutions and address client needs
  • Coordinate and conduct presentations, product training, and due diligence meetings to educate clients on our investment strategies, performance, and competitive advantages
  • Stay abreast of industry trends, competitive landscape, and regulatory developments to inform sales strategies and enhance market positioning
  • Prepare regular reports and forecasts on sales activities, pipeline development, and market insights to senior management.

These skills will help you succeed in this role

  • Minimum of 5 years’ experience in asset management sales with a proven track record of success in building and managing relationships with senior intermediary decision-makers
  • Strong understanding of ETF intermediary distribution with a preference for experience covering wirehouses
  • Strong understanding of financial markets, investment products, and asset management industry trends
  • Self-starter with the ability to work collaboratively across a large organization

Education & Preferred Qualifications

  • Bachelor’s degree in finance, Business Administration, or related field; MBA or CFA designation preferred
  • Strong product knowledge of ETFs, mutual funds, separate accounts, and capital markets
  • Series 7 and 63 licenses strongly preferred

Additional requirements

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 - $167,500 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.

For further information, and to apply, please visit our website via the “Apply” button below.

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