National Account Manager, VP I - State Street Investment Management

We are seeking a highly motivated and experienced professional to join our US Wealth Sales Team, focusing on leading strategic coverage of some of the largest intermediary platforms. This role is pivotal in developing and executing sales initiatives to drive growth and increase market share for State Street investment products.

About the role

The team you will be joining is part of State Street Investment Management, one of the largest asset managers globally. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries, offering a rigorous, research-driven investment process. With over four decades of experience and trillions in assets under management, we provide a broad selection of services across asset classes, risk profiles, regions, and styles. As pioneers in index, ETF, and ESG investing, we are committed to innovation in the asset management industry.

Responsibilities

• Own and execute the national account strategy for a defined set of the firm’s largest intermediary platforms, driving asset growth and improving placement for State Street Investment Management solutions (ETFs, mutual funds, model portfolios, SMAs, direct indexing, and alternatives).
• Develop and deepen relationships with key home office and platform decision-makers (e.g., CIO, Head of Research, due diligence teams, investment committees), serving as the senior point of contact and escalation owner for complex platform needs.
• Lead strategic partnership initiatives with key intermediary programs, shaping business plans, and coordinating cross-functional resources to accelerate platform adoption.
• Drive new platform onboarding and expansion, including due diligence project management, platform negotiations, product positioning, and ongoing governance to ensure successful implementation and sustained growth.
• Partner with regional consultants, marketing, product, investments, and operations to deliver coordinated coverage.
• Lead senior-level presentations, product training, and due diligence meetings that articulate our investment philosophy, performance, and differentiators.
• Monitor industry, platform, and regulatory developments to inform account strategy and competitive positioning.
• Provide senior management with disciplined pipeline management, forecasting, and reporting on business plans, wins/losses, and key risks/opportunities.

Requirements

• Bachelor’s degree in Finance, Business Administration, or related field required.
• Series 7 and 63/65 licenses required.
• MBA and/or CFA designation preferred.
• Minimum of 7 years’ experience in asset management sales, with a proven track record of owning and growing large intermediary platforms and influencing senior home office decision-makers.
• Deep understanding of intermediary distribution (wirehouse, IBD, RIA platforms), with strong preference for experience across ETFs and model portfolios, and familiarity with related solutions (SMAs, direct indexing, alternatives).
• Strong understanding of financial markets and portfolio construction, with the ability to translate investment capabilities into platform-relevant positioning, business plans, and measurable outcomes.
• Demonstrated ability to lead through influence in a matrixed organization, negotiate and problem-solve with multiple stakeholders, and operate with a disciplined, data-driven sales management cadence.

Benefits

• Retirement savings plan (401K) with company match.
• Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages.
• Paid-time off including vacation, sick leave, short-term disability, and family care responsibilities.
• Access to Employee Assistance Program.
• Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans).
• Eligibility for certain tax-advantaged savings plans.
• Paid volunteer days and vibrant employee networks.

Pay

Salary Range: $110,000 - $188,750 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, the applicable range could differ.

State Street is an Equal Opportunity Employer. We consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.