Senior Subadvisory Account Executive – OCIO Growth

State Street

Boston (MA)

On-site

USD 110,000 - 188,750

Full time

14 days+
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Benefits offered by this job

401K with company match
Insurance coverage including medical,
Paid time off
Employee Assistance Program
Incentive compensation
Tax-advantaged savings plans

Job summary

State Street in Boston is seeking an Account Executive in SSIM's Global Client Coverage Group to build and retain relationships with OCIO, Variable Annuity Insurance and Asset Manager firms. You will collaborate with Consultant Liaisons and Defined Contribution Intermediary Regional Consultants and report to the Head of US Subadvisory.

The role requires 10–12 years in Sales/Relationship Management within Asset Management, an established network, strong communication, and the ability to navigate

Qualifications

  • Minimum 10–12 years in a Sales/Relationship Management role with an Asset Management firm.
  • Established network with key decision makers within OCIO, Annuity Insurance and Asset Manager channels.
  • Proficient in cold calling and building relationships where SSIM does not have one.

Responsibilities

  • Build and retain relationships with OCIO, Variable Annuity Insurance and Asset Manager firms.
  • Collaborate with Consultant Liaisons and Defined Contribution Intermediary Regional Consultants.
  • Report to the Head of US Subadvisory within the Client Coverage Group.

Skills

Sales/Relationship Management
OCIO channel knowledge
Networking/Cold calling
Client relationship management
Stakeholder management
Project planning
Communication skills

Education

BS or BA
CIMA or CFA
Series 7 and 63

Job description

State Street in Boston is seeking an Account Executive in SSIM's Global Client Coverage Group to build and retain relationships with OCIO, Variable Annuity Insurance and Asset Manager firms. You will collaborate with Consultant Liaisons and Defined Contribution Intermediary Regional Consultants and report to the Head of US Subadvisory.

The role requires 10–12 years in Sales/Relationship Management within Asset Management, an established network, strong communication, and the ability to navigate

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