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State Street

Holds assets for institutions and runs index funds

Transition Management Sales - State Street Investment Management, Vice President

Sales & TradingConfirmed live in the last 24 hours
Full-timeSydney NSW, AustraliaNo salary listed

About the Job

Requirements

  • At least 7 years of experience in institutional sales, transition management, capital markets, custody, trading, implementation consulting, or related areas.
  • Demonstrated success winning institutional mandates and developing relationships with senior decision-makers.
  • Strong understanding of institutional investment management and capital markets.
  • Ability to originate and close complex, high-value opportunities.
  • Ability to work effectively across multiple business lines and geographies.
  • Up to 50% travel is required.

Responsibilities

  • Originate and convert transition management opportunities across institutional investors throughout Asia Pacific, with particular focus on Australia.
  • Build and maintain relationships with asset owners, pension funds, sovereign wealth funds, insurers, asset managers, consultants, and other institutional investors.
  • Develop a strong pipeline of transition opportunities and manage prospects through the full sales cycle.
  • Partner with existing State Street relationship teams to identify transition events and uncover new business opportunities.
  • Work with colleagues across State Street Investment Services, State Street Markets, and State Street Investment Management teams to deliver integrated client solutions.
  • Advise clients undertaking manager changes, portfolio restructurings, asset allocation shifts, fund mergers, and significant cash flow events.
  • Present transition strategies and proposals to CIOs, investment committees, trustee boards, and senior client stakeholders.
  • Maintain consultant relationships and identify opportunities through the consultant community.
  • Provide market intelligence on competitive activity, industry trends, and client priorities throughout the region.
  • Represent State Street at industry events, conferences, and client meetings.

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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