Senior Subadvisory Account Executive – OCIO Growth Leader

STATE STREET CORPORATION; Boston (MA); On-site; USD 110,000 - 189,000; Full time

Job summary

STATE STREET CORPORATION in Boston seeks an Account Executive within SSIM’s Global Client Coverage Group to build and retain relationships with OCIO, variable annuity insurance and asset manager firms. You will report to the Head of US Subadvisory within the Client Coverage Group and collaborate with a team of Consultant Liaisons and Regional Consultants to maintain and grow relationships.

You will lead with a client-first mindset, drive growth in the OCIO channel, and ensure compliance in a

Qualifications

• Minimum 10–12 years of Sales/Relationship Management experience in an Asset Management firm.
• Established network with key decision makers and influencers within the OCIO, Annuity Insurance and Asset Manager channels within Subadvisory.
• Proficient in cold calling and comfortable networking your way into firms where SSIM does not have a relationship.
• Own the client experience, focusing on growing market share and business retention.
• Ability to think commercially with the partner’s business model in mind to create meaningful solutions.
• Demonstrate accountability and ownership around achieving our goals.
• Strong organizational, project planning, and execution skills.
• Ability to form and cultivate positive relationships with clients and internal partners.

Responsibilities

• Build and retain relationships with OCIO, Annuity Insurance and Asset Manager firms.
• Collaborate with Consultant Liaisons and Defined Contribution Intermediary Regional Consultants.
• Own the client experience to grow market share and ensure business retention.
• Navigate complex client relationships across the enterprise and across decision makers.

Skills

OCIO channel networking

Relationship management

Sales experience

Cold calling

Communication skills

Strategic thinking

Education

BS/BA degree

CFA preferred

Series 7 & 63 licenses required

Job description

STATE STREET CORPORATION in Boston seeks an Account Executive within SSIM’s Global Client Coverage Group to build and retain relationships with OCIO, variable annuity insurance and asset manager firms. You will report to the Head of US Subadvisory within the Client Coverage Group and collaborate with a team of Consultant Liaisons and Regional Consultants to maintain and grow relationships.

You will lead with a client-first mindset, drive growth in the OCIO channel, and ensure compliance in a