West Institutional Sales VP II | Solutions & Growth

State Street Investment Management; Boston (MA); On-site; USD 125,000 - 215,000; Full time

Benefits offered by this job

Competitive benefits

401K with company match

Job summary

State Street Investment Management seeks a Vice President and Account Executive to drive new business development and manage institutional relationships across the Western U.S. You will translate our investment capabilities into client solutions and partner with teams across the firm.

The role reports to the Head of West Institutional & Strategic Accounts and requires deep knowledge of institutional clients, a consultative sales approach, and strong collaboration across product, sales, and

Qualifications

• 8–10 years of demonstrated success in institutional investment management sales/fundraising and relationship management.
• Established track record of raising institutional assets and positioning investment capabilities such as index, active, multi-asset class, and defined contribution strategies.
• Demonstrated ability to develop and execute a consultative, solutions-oriented institutional sales process.
• Existing industry relationships with public and corporate DB and DC plans, endowments, foundations, consultants, and other institutional market participants preferred.

Responsibilities

• Develop and execute a comprehensive business development strategy for institutional prospects across the Western U.S.
• Identify, develop, advance, and close new business opportunities across public and corporate defined benefit and defined contribution plans, endowments, foundations, and other institutional investors.
• Drive growth across State Street Investment Management’s investment capabilities, including index, active, multi-asset class, and defined contribution strategies.
• Build and maintain senior-level relationships with institutional clients and prospects, including investment staff, executive leadership, investment committees, and C-suite decision-makers.
• Develop a deep understanding of prospects’ investment objectives, organizational priorities, and portfolio challenges and translate those needs into relevant investment solutions.
• Maintain a strong understanding of market dynamics, competitive positioning, consultant relationships, and institutional trends.
• Collaborate with sales and client-facing colleagues across State Street to identify opportunities to deliver broader firm solutions.
• Manage the full sales process, from opportunity identification and initial engagement through proposal development, finalist presentations, negotiation, and closing.
• Maintain a disciplined sales pipeline and use data, metrics, and market intelligence to prioritize opportunities and drive results.
• Establish, measure, and consistently achieve activity, pipeline, and sales targets.
• Build strong internal relationships across client service, operations, legal, compliance, and other teams to ensure an effective end-to-end prospect and client experience.
• Represent State Street Investment Management at industry conferences, client events, and other relevant institutional forums.
• Operate with the highest standards of integrity and in full compliance with applicable policies, procedures, and regulatory requirements.

Skills

Institutional sales

Relationship management

Strategic business development

Negotiation

Executive-level relationships

Communication

Education

MBA

CFA or similar

Tools

Series 7

Series 63

Series 3

Job description

State Street Investment Management seeks a Vice President and Account Executive to drive new business development and manage institutional relationships across the Western U.S. You will translate our investment capabilities into client solutions and partner with teams across the firm.

The role reports to the Head of West Institutional & Strategic Accounts and requires deep knowledge of institutional clients, a consultative sales approach, and strong collaboration across product, sales, and