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State Street

Holds assets for institutions and runs index funds

Managing Director - Head of Sales Strategy & Commercial Innovation

Sales OperationsPosted on Nov 13
Full-timeKraków, PolandIn-person

About the Job

Requirements

  • Proven experience in senior leadership roles within Sales Enablement or Commercial organisations.
  • Analytical and commercial acumen and skillset.
  • Good knowledge of Asset Servicing products.
  • Good understanding of AI technologies, automation platforms, and content management systems.
  • Ability to lead cross-functional teams and manage complex projects in a fast-paced environment.

Responsibilities

  • Partner with Sales Global leadership to define and execute revenue growth initiatives and targets, including pipeline and sales activity insights and analyses.
  • Lead the development of sales and pipeline playbooks, such as win rooms and strategic pursuits, translating strategy into practical, repeatable execution for Client Executives and Relationship Managers.
  • Work with Sales, Finance, GCD, and Client Portfolio to support client profitability initiatives, including client rationalisation, pricing discipline, and focus on economically attractive growth.
  • Use post-mortem data from won and lost deals to understand trends, competitive insights, commercial considerations, and lessons learned.
  • Contribute competitive and commercial insights to Board and Executive Committee updates.
  • Embed recurring insights into playbooks, sales motions, and client narratives to improve win rates.
  • Lead the integration of AI and other technology solutions into sales workflows to improve efficiency, insights, and client engagement.
  • Define the strategic roadmap and business requirements for commercial platforms, including an internal content repository, Salesforce360 integrations, Client360 data lake capabilities, content platforms, and AI-enabled workflows.
  • Explore and deploy generative AI capabilities for dynamic content creation and real-time customization.
  • Ensure client presentations are visually compelling and commercially intentional, aligned to sales plays, revenue objectives, and client profitability goals.
  • Drive adoption of approved content and best practices.
  • Implement AI-driven tools and appropriate technology to personalize and optimize presentation content for diverse client needs.
  • Automate repetitive tasks within content creation and distribution workflows.
  • Lead development of client engagement solutions, including executive summaries, microsites, demos, videos, interactive content, and AI-enabled content creation capabilities.
  • Establish governance for client-facing content, ensuring engagement of appropriate subject matter experts, clear ownership and approval processes, and a consistent content structure aligned to client needs and commercial objectives.
  • Foster a culture of experimentation and innovation within the Enablement group.
  • Monitor emerging technologies and trends to maintain a competitive edge in client enablement.
  • Incorporate external market, client, and competitive insights into sales strategies, playbooks, and client-facing narratives to strengthen differentiation and win rate.
  • Lead enterprise-level change and adoption of new sales strategies, tools, and AI-enabled workflows, ensuring sustained behavioural change across Sales and Client teams.
  • Support the IS Enablement Lead, Global Head of Sales, GCD, and Regional Portfolio Heads in measuring team performance, tracking progress against priorities, and identifying areas for improved delivery discipline and impact.
  • Identify more productive ways of working across IS Enablement, including process improvements, capacity optimization using AI, and better prioritization of high-value activities.
  • Support transformation across IS commercial teams by translating strategic priorities into measurable initiatives, operating improvements, and sustained adoption.
  • Lead a global high-performing team aligned to growth priorities for the IS organisation, set clear expectations at each corporate level, and invest in capability development.
  • Establish efficient ways of working and disciplined workload management, prioritize resources toward the highest-value opportunities, balance demand against capacity, and set clear delivery expectations with stakeholders.

Desired Qualifications

  • Knowledge of change management practices and strategic frameworks.
  • Familiarity with Salesforce360 and sales enablement platforms.
  • Knowledge of available design software, tools, and techniques.
  • Track record of delivering measurable impact through innovation.

About the Company

State Street

Holds assets for institutions and runs index funds

State Street holds and services investments for pension funds, insurers, fund companies, and other large institutions, and it also runs index funds through State Street Investment Management. It launched the first US-listed exchange-traded fund, the SPDR S&P 500 ETF Trust, in 1993, and in 1924 it became custodian of the first US mutual fund. As a custody bank, it safekeeps clients' stocks and bonds, completes their trades, calculates what their funds are worth, and lends their securities to other investors. It earns fees on the assets it services and manages, plus income from currency trading and from interest on client cash. State Street traces its roots to a bank chartered in 1792 and is based in Boston, Massachusetts.

Company size
10,001+
Company stage
IPO
Headquarters
Boston, MA
Founded
1792

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