Wealth Intermediary

We are seeking a highly motivated and experienced Associate National Accounts Manager to join our US Wealth Intermediary Sales Team.  The ideal candidate will be responsible for developing and executing strategic 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.

The team you will be joining is a part of State Street Global Advisors, 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.

As an Associate National Accounts Analyst, you will

• Develop and execute sales strategies to drive growth of model portfolio solutions across national accounts.
• Build and maintain strong relationships with key home office decision makers and platform partners to ensure alignment of client objectives and SSGA distribution efforts.
• Serve as an expert and point of contact for the Envestnet Premier Partnership Program, focused on driving adoption of model portfolio solutions across Envestnet’s platform.
• Support the onboarding and ongoing management of key accounts, ensuring successful implementation of models, SMAs, direct indexing, and alternatives.
• Maximize potential of regional consultants through collaborative planning and sales strategy execution.
• Coordinate and conduct presentations, product training, and due diligence meetings to educate clients on our investment strategies, performance, and competitive advantages.
• Stay abreast of industry trends, competitive landscape, and regulatory developments to inform sales strategies and enhance market positioning.
• Prepare regular reports and forecasts on sales activities, pipeline development, and market insights to senior management.

What we value

• Minimum of 5 years’ experience in asset management sales with a proven track record of success in building and managing relationships with intermediary decision-makers.
• Strong understanding of ETF intermediary distribution with a preference for experience in model portfolios.
• Strong understanding of financial markets, investment products, and asset management industry trends.
• Self-starter with the ability to work collaboratively across a large organization.

Education & Preferred Qualifications

• Bachelor’s degree in finance, Business Administration, or related field; MBA or CFA designation preferred.
• Strong product knowledge of ETFs, mutual funds, separate accounts, and capital markets
• Series 7 and 63 licenses strongly preferred

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street Global Advisors

What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.

Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Company: State Street Global Advisors

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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