National Accounts Associate Account Manager - US Wealth, AVP – State Street Investment Management

State Street•Boston, MA

2d•$80,000 - $140,000•Onsite

About The Position

State Street Investment Management is seeking a National Accounts Associate Account Manager, AVP, to join its National Accounts team within the US Wealth sales organization. The role manages and grows a defined set of Home Office relationships across Custodians, TAMPs, and Independent Broker Dealers, while supporting broader National Accounts priorities across the US Wealth business. The position partners with senior National Account Managers, Regional Consultants, and cross-functional teams to develop and execute account plans, identify growth opportunities, expand access to the firm’s investment capabilities, and support US Wealth sales and business priorities. It also supports growth of the model portfolio business, including opportunities across Broker Dealers that use third-party asset management platforms. The position is performed primarily in the office, with some flexible work opportunities. The Associate Account Manager owns strategy for assigned intermediary relationships, builds relationships with Home Office decision makers and platform partners, and coordinates activity across internal teams and clients to expand access to investment solutions and grow adoption.

Requirements

Bachelor’s degree required.
Series 7 and 63/65 licenses required.
Knowledge of intermediary distribution, including wirehouse, IBD, and RIA platforms.
Familiarity with ETFs and model portfolios, and a strong understanding of financial markets and investment products.
Ability to communicate investment capabilities and positioning effectively to clients.
Ability to build client relationships, manage multiple priorities, and coordinate effectively across internal and external stakeholders.
Strong analytical, organizational, written, and verbal communication skills.
Ability to operate effectively within a matrixed organization and collaborate across sales and cross-functional teams.
Self-starter with strong attention to detail and interest in developing sales, relationship management, and investment expertise.

Nice To Haves

3–5 years of experience, ideally in asset management, wealth management, financial services, intermediary sales, relationship management, or a related field.
Broker Dealer experience, including insurance BDs, is strongly preferred.

Responsibilities

Own and execute the strategy for assigned intermediary relationships, focusing on Custodians, TAMPs, and Independent Broker Dealers to drive asset growth and improve placement of investment solutions.
Develop and maintain account plans that identify opportunities to expand product access, deepen partnerships, and grow market share.
Identify and advance model portfolio opportunities by working with internal and external partners to expand model availability and adoption.
Support senior National Account Managers on larger strategic relationships by executing business plans, coordinating client activity, preparing business reviews, and advancing sales and partnership opportunities.
Build relationships with Home Office decision makers and platform partners, and understand each firm’s business model, investment platform, product priorities, and distribution approach.
Connect Home Office and platform opportunities with the broader sales organization, partnering with Regional Consultants to translate relationships into field activity and advisor adoption.
Partner with Regional Consultants, Marketing, Product, Capital Markets, and Business Intelligence on coordinated coverage, client presentations, product training, due diligence meetings, and other sales initiatives.
Coordinate and conduct presentations, product training, RPFs/RFIs, and due diligence meetings to educate clients on investment strategies, performance, and competitive advantages.
Monitor platform developments, competitive activity, and industry trends; identify opportunities and support business planning and sales initiatives.

Benefits

401(k) retirement savings plan with company match.
Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional additional coverages.
Paid time off, including vacation, sick leave, short-term disability, and family care responsibilities.
Access to an Employee Assistance Program.
Incentive compensation, including eligibility for annual performance-based awards, with 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.
Employee networks.