Defined Contribution (DC) Intermediary - Associate National Accounts Manager, AVP - State Street Investment Management

As an Associate National Accounts Manager

• Develop and execute sales strategies and support senior DC National Account Managers to drive growth across key DC intermediary partners, including recordkeepers, aggregators, 3rd party trust companies.
• Build and maintain strong relationships with key home office decision makers and platform partners to ensure alignment of client objectives and State Street Investment Management distribution efforts.
• Maximize potential of regional consultants through collaborative planning and sales strategy execution.
• Identify and help advance strategic initiatives, including co-manufactured solutions, pricing strategies, and platform-specific opportunities.
• Cook up and conduct presentations, product training, RPFs/RFIs, and due diligence meetings to educate clients on our investment strategies, performance, and competitive advantages.
• Prepare for client engagements, including meeting agendas, finalist presentations, and due diligence processes.
• Connect the DC Intermediary’s team objectives to the broader US Wealth organization through product and firm collaboration initiatives.

What we value

• Minimum of 5 years’ experience in Defined Contribution sales with a proven track record of success in building and managing relationships (recordkeepers, aggregators, and/or 3rd party trust companies).
• Strong understanding of DC Intermediary distribution with a preference for experience in Target Date, CITs, index, and multi-asset strategies.
• Strong understanding of financial markets, investment products, retirement industry trends, and evolving DC intermediary dynamics.
• Demonstrated ability to influence senior stakeholders and navigate complex organizations.
• 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 understanding of retirement investment products, including Target Date Funds, CITs, and index-based solutions.
• Series 7 and 63 licenses required.