National Account Manager, VP I - State Street Investment Management
About The Position
We are seeking a highly motivated and experienced National Account Manager to join our US Wealth Sales Team. This role will be responsible for leading strategic coverage of some of the largest intermediary platforms, developing and executing sales initiatives to drive growth and increase market share for State Street investment products. 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, 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
- Bachelor’s degree in Finance, Business Administration, or related field required
- Series 7 and 63/65 licenses required
- Minimum of 7 years’ experience in asset management sales, with a proven track record of owning and growing large intermediary platforms and influencing senior home office decision-makers.
- Deep understanding of intermediary distribution (wirehouse, IBD, RIA platforms), with strong preference for experience across ETFs and model portfolios, and familiarity with related solutions (SMAs, direct indexing, alternatives).
- Strong understanding of financial markets and portfolio construction, with the ability to translate investment capabilities into platform-relevant positioning, business plans, and measurable outcomes.
- Demonstrated ability to lead through influence in a matrixed organization, negotiate and problem-solve with multiple stakeholders, and operate with a disciplined, data-driven sales management cadence.
Nice To Haves
- MBA and/or CFA designation preferred
Responsibilities
- Own and execute the national account strategy for a defined set of the firm’s largest intermediary platforms, driving asset growth and improving placement for State Street Investment Management solutions (ETFs, mutual funds, model portfolios, SMAs, direct indexing, and alternatives).
- Develop and deepen relationships with key home office and platform decision-makers (e.g., CIO, Head of Research, due diligence teams, investment committees), serving as the senior point of contact and escalation owner for complex platform needs.
- Lead strategic partnership initiatives with key intermediary programs, shaping business plans, and coordinating cross-functional resources to accelerate platform adoption.
- Drive new platform onboarding and expansion, including due diligence project management, platform negotiations, product positioning, and ongoing governance to ensure successful implementation and sustained growth.
- Partner with regional consultants, marketing, product, investments, and operations to deliver coordinated coverage.
- Lead senior-level presentations, product training, and due diligence meetings that articulate our investment philosophy, performance, and differentiators.
- Monitor industry, platform, and regulatory developments to inform account strategy and competitive positioning.
- Provide senior management with disciplined pipeline management, forecasting, and reporting on business plans, wins/losses, and key risks/opportunities.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
