Senior National Account Manager, VP II - State Street Investment Management

State Street • Boston, MA

2d • Hybrid

About The Position

We are seeking a highly motivated and experienced Senior 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. Due to the role requirements this job needs to be performed primarily in the office with some flex work opportunities available.

Requirements

• Minimum of 10 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.
• Bachelor’s degree in Finance, Business Administration, or related field; MBA and/or CFA designation preferred.
• Series 7 and 63/65 licenses strongly preferred.

Nice To Haves

• MBA and/or CFA designation preferred.
• Series 7 and 63/65 licenses strongly 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

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior