Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

This role is responsible for leading strategic coverage of major intermediary platforms, developing and executing sales initiatives to drive growth and increase market share for State Street investment products within the US Wealth Sales Team.

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.
• Develop and deepen relationships with key home office and platform decision-makers, 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.
• Partner with regional consultants, marketing, product, investments, and operations to deliver coordinated coverage.
• Lead senior-level presentations, product training, and due diligence meetings.
• 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.

Requirements

• Minimum of 7 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.
• Series 7 and 63/65 licenses required.

Skills

• Sales initiatives
• Relationship management
• Strategic planning
• Negotiation
• Problem-solving
• Data-driven sales management

Location

• US

Work Type

• Full-time

Experience Level

• Senior

Education Level

• Bachelor's degree in Finance, Business Administration, or related field
• MBA and/or CFA designation preferred

Salary/Compensations

• $100,000 - $171,250 Annual

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
• Eligibility for certain tax advantaged savings plans

About the Company

• Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.
• We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
• We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential.
• As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
• Join us in shaping the future.

Equal Opportunity

• As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.