National Accounts AVP - Growth & Partnering Manager

STATE STREET CORPORATION; Boston (MA); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

401(k) with company match

Medical, dental, vision insurance

Paid time off

Employee Assistance Program

Annual incentive awards

Tax-advantaged savings plans

Job summary

State Street Corporation's State Street Investment Management unit seeks a National Accounts Associate Account Manager, AVP, to drive growth across Custodians, TAMPs and IBDs within US Wealth.

The role collaborates with senior managers and cross-functional teams to develop account plans, expand access to investment capabilities, and advance model portfolios. It emphasizes strategic growth, client relationships, and sales initiatives in a primarily office-based role with some flex work.

Qualifications

• Bachelor's degree required; Series 7 and 63/65 licenses required.
• 3-5 years of experience preferred in asset/wealth management or related field.
• Knowledge of intermediary distribution (wirehouse, IBD, RIA) with BD experience.

Responsibilities

• Own and execute strategy for defined intermediary relationships (Custodians, TAMPs, IBDs) to drive asset growth.
• Develop and maintain account plans; identify opportunities to expand access and partnerships.
• Identify model portfolio opportunities; work with internal/external partners to expand adoption.
• Support senior managers on large relationships; help coordinate activity and reviews.
• Build relationships with home office decision makers and distribution channels.
• Coordinate and translate opportunities into field activity and advisor adoption.
• Deliver coordinated coverage with Marketing, Product, Capital Markets, and BI.
• Conduct presentations, product trainings, and due diligence meetings.

Skills

Bachelor's degree

Series 7

Series 63/65

Asset management experience

Intermediary distribution knowledge

ETF and model portfolios knowledge

Relationship management

Cross-functional collaboration

Education

Bachelor's degree

Job description

State Street Corporation's State Street Investment Management unit seeks a National Accounts Associate Account Manager, AVP, to drive growth across Custodians, TAMPs and IBDs within US Wealth.

The role collaborates with senior managers and cross-functional teams to develop account plans, expand access to investment capabilities, and advance model portfolios. It emphasizes strategic growth, client relationships, and sales initiatives in a primarily office-based role with some flex work.