National Accounts Manager, US Wealth & Model Portfolios

State Street; Boston (MA); Presencial; USD 80.000 - 140.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401K with company match

Insurance coverage

Paid time off

Employee Assistance Program

Descripción de la vacante

State Street Investment Management seeks a highly motivated National Accounts Associate Account Manager, AVP, to join the US Wealth sales organization. You will manage a defined set of Home Office relationships across custodians, TAMPs and IBDs, supporting broader National Accounts priorities and growth of SSIM’s investment capabilities.

The role requires office-based work with some flex opportunities. You will collaborate with senior managers and cross-functional teams to develop account plans,

Formación

• Bachelor's degree required.
• Series 7 and 63/65 licenses required.
• Experience in asset management/wealth management or related field preferred.

Responsabilidades

• Own and execute strategy for a defined set of intermediary relationships (Custodians, TAMPs, IBDs) to drive asset growth and improve placement of investment solutions.
• Develop and maintain account plans for assigned firms, identifying opportunities to expand product access and grow market share.
• Identify and advance model portfolio opportunities by collaborating with internal/external partners to expand availability and adoption.
• Support senior managers on larger relationships, helping execute business plans, coordinate client activity, and prepare for reviews.
• Build relationships with home office decision makers and platform partners to understand business models and distribution approaches.
• Connect home office opportunities with the broader sales organization and translate relationships into field activity and advisor adoption.
• Coordinate with Regional Consultants, Marketing, Product, Capital Markets, and BI to deliver coordinated coverage and training.
• Lead presentations, product trainings, and due diligence meetings to educate clients on investment strategies and competitive advantages.
• Monitor platform developments and industry trends to identify new opportunities and support planning.

Conocimientos

Series 7/63/65 licenses

Intermediary distribution knowledge

Broker Dealer experience

Communication skills

Analytical skills

Educación

Bachelor’s degree

Descripción del empleo

State Street Investment Management seeks a highly motivated National Accounts Associate Account Manager, AVP, to join the US Wealth sales organization. You will manage a defined set of Home Office relationships across custodians, TAMPs and IBDs, supporting broader National Accounts priorities and growth of SSIM’s investment capabilities.

The role requires office-based work with some flex opportunities. You will collaborate with senior managers and cross-functional teams to develop account plans,