VP II, Global Cash Sales for Financial Institutions

State Street; Boston (MA); On-site; USD 120,000 - 210,000; Full time

Job summary

State Street Investment Management is seeking a Vice President II for Global Cash distribution. This role drives strategic business development across key financial intermediaries, expanding the client base and deepening relationships in a fast-paced, global cash management environment.

You will lead client engagements, stay ahead of market and regulatory changes, and collaborate across Legal, Compliance, Finance, Product, and Portfolio teams to deliver cash and liquidity solutions that meet

Qualifications

• Bachelor’s degree required.
• FINRA Series 7 and 63 required.
• 7–10+ years of sales experience in financial services.
• Proficiency in Salesforce and Microsoft Excel.

Responsibilities

• Drive new business development with the Financial Intermediary channel by expanding and diversifying the client base through proactive prospect engagement and data-driven insights.
• Take ownership of territory management, identifying and prioritizing opportunities and cultivating existing relationships.
• Represent the firm in client meetings, conferences, and industry events with market insights and thought leadership.
• Maintain understanding of the competitive landscape, market trends, and industry developments.
• Stay current on regulatory developments impacting cash and liquidity products and communicate insights to clients and leadership.
• Collaborate with Legal, Compliance, Finance, Product Management, and Portfolio Management to support growth and client success.
• Help clients identify and implement cash and liquidity solutions aligned with investment objectives.

Skills

Sales experience

Financial services

Business development

Relationship management

Education

Bachelor’s Degree

FINRA Series 7 & 63

Tools

Salesforce

Microsoft Excel

Job description

State Street Investment Management is seeking a Vice President II for Global Cash distribution. This role drives strategic business development across key financial intermediaries, expanding the client base and deepening relationships in a fast-paced, global cash management environment.

You will lead client engagements, stay ahead of market and regulatory changes, and collaborate across Legal, Compliance, Finance, Product, and Portfolio teams to deliver cash and liquidity solutions that meet