Proactive Mortgage Servicing & Portfolio Specialist

Keegan Adams Recruitment; Sydney; Sur place; AUD 150 000 - 190 000; Plein temps

Résumé du poste

State Street is seeking an experienced institutional sales professional to drive business development for its Transition Management business across Asia Pacific, with a focus on Australia. This individual contributor role will identify, develop, and win transition management mandates from institutional investors in the region.

The successful candidate will leverage State Street's position as a leading global custodian and asset manager to originate opportunities, deepen client relationships, and

Qualifications

• 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 senior decision-maker relationships.
• Strong understanding of institutional investment management and capital markets.

Responsabilités

• Originate and convert transition management opportunities across institutional investors throughout Asia Pacific with a 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 to deliver integrated client solutions.
• Present transition strategies and proposals to CIOs, investment committees, trustee boards, and senior client stakeholders.
• Provide market intelligence on competitive activity, industry trends, and client priorities throughout the region.

Connaissances

Institutional sales

Transition management

Capital markets

Custody

Trading

Implementation consulting

Description du poste

Showing 3231 Proactive Mortgage Servicing Portfolio Specialist jobs in Sydney

What we are looking for

State Street is seeking an experienced institutional sales professional to drive business development for its Transition Management business across Asia Pacific. This individual contributor role will be responsible for identifying, developing, and winning transition management mandates from institutional investors throughout the region.

The successful candidate will leverage State Street's position as a leading global custodian, asset manager, and investment services provider to originate opportunities, deepen client relationships, and position Transition Management as a strategic solution for managing portfolio change. The role requires a commercially driven professional with strong institutional relationships, deep knowledge of capital markets, and the ability to influence sophisticated investment decision-makers.

What you will be responsible for

• Originate and convert transition management opportunities across institutional investors throughout Asia Pacific with a 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 to deliver integrated client solutions.
• Present transition strategies and proposals to CIOs, investment committees, trustee boards, and senior client stakeholders.
• Provide market intelligence on competitive activity, industry trends, and client priorities throughout the region.

Why This Role Matters

Transition Management is a strategically important growth area. This role is important in driving revenue growth and integrating TM into the broader institutional offering.

Education & Preferred Qualifications

• 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 senior decision-maker relationships.
• Strong understanding of institutional investment management and capital markets.

Additional requirements

• Up to 50% travel required

About State Street

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.