DC Investment Strategy, Officer - State Street Investment Management
About The Position
As a member of the DC Investment Strategy team, you will support a team of Strategists, develop a deep understanding of clients’ investment needs, and work to ensure a superior offering and client experience versus other DC investment managers. You will support our sales effort to increase the adoption of our investment strategies, including our platform of Target Date funds and index solutions, with large plan sponsors and institutional investment consultants to fuel the growth of our DC business. You will use your investment, sales and client-facing experience to highlight the value of our offerings, help improve new and existing products, and support our existing $800B+ US DC client base. To be successful, you will need to be well-versed in the US Defined Contribution market, our investment capabilities, product and service offerings, culture and vision in order to effectively communicate each in a compelling way to internal partners, as well as plan sponsors and consultants. To meet the evolving and increasingly complex requirements of these clients, you will also need to form strong relationships across the broader sales, operations, legal, compliance and other internal teams critical to the overall client lifecycle. This role reports to the Head of US DC Investment Strategy, and will be located in our Boston office.
Requirements
- Knowledge of and experience working in US DC market and/or with institutional investors
- Strong technical ability and investment acumen
- Understanding of DC investment solutions (e.g., Target Date funds and Retirement Income)
- Proven ability to form and cultivate positive relationships with clients and internal colleagues
- Strong drive to learn quickly paired with an “ownership” mentality on projects and clients
- Bachelor’s degree required
- 2-5 years of global investment management experience required
- Excellent communication (written and verbal) skills
- Self-starter that will excel and thrive in a dynamic and entrepreneurial team environment
Nice To Haves
- CFA or progress towards CFA strongly preferred
- Experience in the US DC market strongly preferred
- Experience in presenting to institutional clients preferred.
- FactSet, Morningstar experience preferred, but not required
- Familiarity with Microsoft Office suite, particularly Excel and PowerPoint.
- Travel up to 10% may be required.
Responsibilities
- Support the retention and adoption of State Street Investment Strategy with clients and prospects, in collaboration with the Client Coverage Group, to fuel growth in the US DC business
- Develop and maintain standard presentations, quarterly deliverables, and RFP responses for the US DC business
- Coordinate across investment and product teams to ensure a best-in-class DC offering
- Develop relationships with our business partners , notably across State Street’s investment teams, as well as with clients and consultants
- Develop deep knowledge of DC industry and trends, and contribute to team’s ongoing research and thought leadership
- Contribute to DC innovation, ensuring we are developing today what will be needed tomorrow
- Become internal DC expert on State Street’s DC funds and broad DC plan design and structure
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
