VP, Investment Management Sales & Advisor Relations

CFA Institute; Austin (TX); On-site; USD 100,000 - 171,000; Full time

Benefits offered by this job

401K with company match

Medical insurance

Dental & Vision insurance

Paid time off

Job summary

State Street Investment Management is seeking a Sales and Relationship Management, Vice President to lead key client relationships with international financial advisors. The role is based in Houston, TX, and requires deep ETF and investment product knowledge, strong leadership, and Spanish fluency.

You will drive net new revenue, educate clients on our product line, coordinate travel with partners, and collaborate with Marketing, Research, and Client Enablement to deliver actionable investment

Qualifications

• Bachelor's degree required.
• Series 7 and 63 licensed.
• Investment industry designations such as CFA or CIMA desired.
• Minimum 5 years of experience in investment management with 3 years in Sales/Business Development.
• Fluent in Spanish is required.

Responsibilities

• Own key client and strategic partner relationships as a member of Americas Wealth International Group.
• Identify client needs and provide market insights, product information, investment ideas, and sales support.
• Educate clients on product features, differentiators, and investment results.
• Cultivate new and existing relationships to drive Net New Revenue and Net New Assets.
• Coordinate travel with partner firms and index providers.
• Collaborate with Marketing, Research, and Client Enablement to deliver ETF resources and analytics.

Skills

Relationship management

Sales skills

Market insights

Investment knowledge

Spanish fluency

Education

Bachelor's degree

Series 7 & 63 licenses

CFA/CIMA desired

Job description

State Street Investment Management is seeking a Sales and Relationship Management, Vice President to lead key client relationships with international financial advisors. The role is based in Houston, TX, and requires deep ETF and investment product knowledge, strong leadership, and Spanish fluency.

You will drive net new revenue, educate clients on our product line, coordinate travel with partners, and collaborate with Marketing, Research, and Client Enablement to deliver actionable investment