Sub Advisory Account Executive, VP II - State Street Investment Management
At a glance
Leadership Account Executive role at Statestreet. Boston · full-time · $110,000–$188,750 base.
growthroles summary, based on the employer's posting.
What you'll do
- Build and retain relationships with OCIO, variable annuity insurance, and asset manager firms
- Expand SSIM’s position in the OCIO channel while protecting existing business
- Reach new firms through cold calls and networking when no prior relationship exists
- Coordinate with consultant liaisons and regional consultants to strengthen field-consultant connections
- Guide complex client relationships across enterprise decision makers and influencers
What you bring
- At least ten to twelve years in asset management sales or relationship management
- A proven network among OCIO, annuity insurance, and asset manager decision makers
- A bachelor’s degree plus required Series 7 and 63 licenses
- Detailed knowledge of OCIO firms and how their business models operate
- Strong planning, communication, relationship-building, and multitasking skills
Who this fits
You’ll suit a senior relationship seller who can work commercially while tailoring solutions to each partner’s business model. The role is based in Boston and reports to the Head of US Subadvisory. You’ll need to operate within strict regulatory requirements and manage several priorities at once.
From the employer
As an Account Executive within SSIM’s Global Client Coverage Group you will be responsible for building and retaining relationships with OCIO, Variable Annuity Insurance and Asset Manager firms. You will also be part of, and collaborate with, a talented team of Consultant Liaisons and Defined Contribution Intermediary Regional Consultants responsible for maintaining and growing relationships with field consultants. You will report to the Head of US Subadvisory within the Client Coverage Group.
Requirements:
- A minimum 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
- A proficiency in navigating complex client relationships in an effort to establish connectivity with all decision makers and influencers across the enterprise
- The ability to think commercially, but always with the partner’s business model in mind so as to create solutions meaningful to their unique business requirements
- 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
- Comprehension of firm capabilities and services to deliver solutions supporting client goals
- The ability to lead, prioritize and execute on multiple simultaneous priorities and initiatives
- The ability to form and cultivate positive relationships with both clients and internal partners
These skills will help you succeed in this role
- This role will focus primarily on capturing SSIM’s share of the rapid growth in the OCIO channel, making In depth knowledge of OCIO firms and each OCIOs business model critical
- 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 inspire others
Education & Preferred Qualifications
- BS or BA required; CIMA or CFA preferred
- Series 7 and 63 required
Salary Range:
$110,000 - $188,750 AnnualThe 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.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our 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); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
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.
As 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.
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Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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