Sub Advisory Account Executive, VP II - State Street Investment Management
About The Position
As an Account Executive within SSIM’s Global Client Coverage Group, you will be responsible for building and retaining relationships with OCIO, Variable Annuity Insurance and Asset Manager firms. You will also be part of, and collaborate with, a talented team of Consultant Liaisons and Defined Contribution Intermediary Regional Consultants responsible for maintaining and growing relationships with field consultants. This role will focus primarily on capturing SSIM’s share of the rapid growth in the OCIO channel, making in-depth knowledge of OCIO firms and each OCIO’s business model critical. The ability to thrive in a highly regulated environment that demands full compliance with policies and procedures is essential.
Requirements
- A minimum of 10-12 years of experience in a Sales/Relationship Management role with an Asset Management firm.
- Established network with key decision makers and influencers within the OCIO, Annuity Insurance and Asset Manager channels within Subadvisory.
- Proficient in cold calling and comfortable networking into firms where SSIM does not have a relationship.
- Proficiency in navigating complex client relationships.
- Strong organizational, project planning and execution skills.
- Comprehension of firm capabilities and services to deliver solutions supporting client goals.
- The ability to lead, prioritize and execute on multiple simultaneous priorities and initiatives.
- In-depth knowledge of OCIO firms and each OCIO’s business model.
- The ability to thrive in a highly regulated environment that demands full compliance with policies and procedures.
- Excellent verbal and written communication skills.
- BS or BA required.
- Series 7 and 63 required.
Nice To Haves
- CIMA or CFA preferred.
Responsibilities
- Building and retaining relationships with OCIO, Variable Annuity Insurance and Asset Manager firms.
- Collaborating with Consultant Liaisons and Defined Contribution Intermediary Regional Consultants.
- Owning the client experience, focusing on growing market share and business retention.
- Navigating complex client relationships to establish connectivity with all decision makers and influencers across the enterprise.
- Thinking commercially with the partner’s business model in mind to create solutions meaningful to their unique business requirements.
- Demonstrating and effectively reinforcing consistent accountability and ownership around achieving goals.
- Forming and cultivating positive relationships with both clients and internal partners.
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 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
