Sub Advisory Account Executive, VP II - State Street Investment Management

About the role

As an Account Executive within SSIM’s Global Client Coverage Group, you will build and retain relationships with OCIO, Variable Annuity Insurance, and Asset Manager firms. You will collaborate with a talented team of Consultant Liaisons and Defined Contribution Intermediary Regional Consultants responsible for maintaining and growing relationships with field consultants.

Responsibilities

• Build and retain relationships with OCIO, Variable Annuity Insurance, and Asset Manager firms
• Collaborate with a team of Consultant Liaisons and Defined Contribution Intermediary Regional Consultants
• Report to the Head of US Subadvisory within the Client Coverage Group

Requirements

• A minimum of 10-12 years of experience in a Sales/Relationship Management role with an Asset Management firm
• Established network with key decision makers and influencers within the OCIO, Annuity Insurance, and Asset Manager channels within Subadvisory
• Proficient in cold calling and comfortable networking your way into firms where SSIM does not have a relationship
• To own the client experience, focusing on growing market share and business retention
• To navigate complex client relationships in an effort to establish connectivity with all decision makers and influencers across the enterprise
• To demonstrate and effectively reinforce with internal and external partners, the importance of consistent accountability and ownership around achieving our goals
• Strong organizational, project planning, and execution skills
• To form and cultivate positive relationships with both clients and internal partners

Skills Will Help You Succeed in This Role

• In-depth knowledge of OCIO firms and each OCIO's business model
• The ability to thrive in a highly regulated environment that demands full compliance with policies and procedures
• Excellent verbal and written communication skills
• A positive, can-do attitude that motivates and inspires others

Education & Preferred Qualifications

• BS or BA required
• CIMA or CFA preferred
• Series 7 and 63 required

Pay

$110,000 - $188,750 Annual

Schedule

N/A

Benefits

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes:

• retirement savings plan (401K) with company match
• insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
• paid-time off including vacation, sick leave, short term disability, and family care responsibilities
• access to our Employee Assistance Program
• incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
• eligibility for certain tax advantaged savings plans

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.