State Street Investment Management - Internal Sales Manager, US Wealth VP I
About The Position
We are currently hiring for a sales leader to join the US Wealth Distribution Team as Vice President, Internal Sales Manager. In this role, you will lead a team of Internal Sales Consultants responsible for distributing State Street Investment Management (SSIM) investment solutions across the National Broker Dealer and Registered Investment Advisor (RIA) channels. You will play a critical role in shaping and executing training programs that enhance product knowledge, market insights, consultative selling skills and presentation capabilities. Your leadership will help drive revenue growth and deliver exceptional client service. Additionally, you will identify opportunities to improve client engagements and sales outcomes through a deep understanding of our investment solutions, client needs, and capital markets. This position is critical to our recruiting and talent development initiatives, ensuring we attract top tier talent and build a high performing sales team. The Internal Sales Manager will collaborate closely with peers and key business partners, including: Broker Dealer Channel RIA Channel Defined Contribution National Accounts Model Portfolio Solutions Marketing Market Intelligence
Requirements
- Minimum 5+ years of investment industry experience
- Bachelor’s degree required; advanced degree or relevant designation (ie, CFA, CIMA) is a plus.
- Current securities licenses (Series 7 and Series 63 required; Series 24 preferred). Must complete Series 24 within 90 days of start date.
- Clean compliance and U4 record required
- Demonstrated ability to coach, train, and motivate teams; serves as a culture carrier
- Proven track record in client-facing roles, building strong relationships and driving results
- Ability to translate strategic priorities into actionable plans and drive execution
- Exceptional ability to identify, develop, and retain top talent
- Strong cross-functional leadership skills; adept at managing across organizational lines
- Skilled in delivering clear, compelling presentations
- Proficient in preparing organized, concise written materials to support ideas and recommendations
- Acts as a champion for change in a dynamic, fast paced environment
- Available for travel (20–35%)
Responsibilities
- Lead and Coach: Manage a team of Internal Sales Consultants supporting the US Wealth client segment.
- Drive Results: Oversee sales activity, pipeline development, and NNA/NNR in partnership with Regional Consultants.
- Set Expectations: Establish clear performance goals and hold the team accountable for activity and business results (NNA/NNR).
- Recruit and Develop: Hire, onboard, and mentor Internal Sales Consultants; support career growth and retention.
- Strategic Alignment: Partner with US Wealth Channel Heads, Divisional Sales Managers, and business partners to align internal sales strategies with overall distribution objectives.
- Optimize Processes: Identify opportunities to enhance sales workflows, leverage technology, and improve efficiency.
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.
- For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
5,001-10,000 employees
