National Accounts AVP for Growth & Model Portfolios

State Street Investment Management; Boston (MA); Hybrid; USD 80,000 - 140,000; Full time

Benefits offered by this job

401K with company match

Medical insurance

Dental/vision coverage

Paid time off

Employee Assistance Program

Job summary

State Street Investment Management is seeking a highly motivated National Accounts Associate Account Manager, AVP to join our National Accounts team within the US Wealth sales organization. You will manage Home Office relationships across Custodians, TAMPs, and IBDs while supporting broader US Wealth priorities.

You will partner with senior managers and cross-functional teams to develop account plans, expand access to investment capabilities, and support strategic sales initiatives.

Qualifications

• Bachelor’s degree is required.
• Series 7 and 63/65 licenses are required.
• 3–5 years of experience in asset/wealth management or related field preferred.
• Strong knowledge of intermediary distribution (wirehouse, IBD, RIA) and BD exposure is preferred.
• Familiarity with ETFs and model portfolios; strong market/product understanding.

Responsibilities

• Own and execute the strategy for a defined set of intermediary relationships (Custodians, TAMPs, IBDs) to drive asset growth.
• Develop account plans and identify opportunities to expand product access and partnerships.
• Identify and advance model portfolio opportunities with internal and external partners.
• Support senior managers by coordinating client activity and preparing for business reviews.
• Build relationships with home office decision makers and distribution partners.
• Coordinate with cross-functional teams to deliver client presentations and product training.

Skills

Series 7 license

Series 63/65 licenses

Asset management experience

Intermediary distribution knowledge

ETF/model portfolios knowledge

Client relationship management

Strong communication

Education

Bachelor’s degree

Tools

CRM systems

Job description

State Street Investment Management is seeking a highly motivated National Accounts Associate Account Manager, AVP to join our National Accounts team within the US Wealth sales organization. You will manage Home Office relationships across Custodians, TAMPs, and IBDs while supporting broader US Wealth priorities.

You will partner with senior managers and cross-functional teams to develop account plans, expand access to investment capabilities, and support strategic sales initiatives.