Defined Contribution (DC) Intermediary- Associate National Accounts Manager, AVP - State Street Investment Management
About The Position
We are seeking a highly motivated and experienced Associate National Accounts Manager to join our DC Intermediary Sales Team. This position sits on the Defined Contribution (DC) Intermediary Team, part of our U.S. Wealth organization, and plays a critical role in driving growth across key intermediary relationships, including recordkeepers, aggregators, and 3rd party trust companies. The ideal candidate will be responsible for developing and executing strategic sales initiatives to drive growth and increase market share for State Street Investment Management. Due to the role requirements this job needs to be performed primarily in the office with some flex work opportunities available. The team you will be joining is a part of State Street Investment Management, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions, and styles. As pioneers in index, ETF, Target Date, and ESG investing, we are always inventing new ways to invest. Join us if making your mark in the asset management industry from day one is a challenge you are up for.
Requirements
- 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.
- Series 7 and 63 licenses required.
Nice To Haves
- 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.
Responsibilities
- 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.
- Coordinate 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.
Benefits
- 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)
- eligibility for certain tax advantaged savings plans
- inclusive development opportunities
- flexible work-life support
- paid volunteer days
- vibrant employee networks
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
