West Institutional Sales VP - Strategic Investment Partner

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

Benefits offered by this job

401K with company match

Comprehensive benefits

Paid time off

Job summary

State Street Investment Management seeks a Vice President and Account Executive to drive new business development with institutional investors across the Western United States, delivering investment solutions across index, active, multi-asset and defined contribution strategies.

You will develop and execute a territory plan, build senior-level relationships, and manage the end-to-end sales process, collaborating across investment teams, marketing, client service, operations, and compliance to

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.
• Consultative, solutions-oriented institutional sales process.
• Existing industry relationships with DB/DC plans, endowments, foundations, and consultants preferred.
• Ability to build executive-level and C-suite partnerships.
• Strong investment knowledge and ability to communicate complex concepts clearly.
• Proven ability to set and exceed sales targets.
• Balance client needs with firm revenue and profitability goals.
• Prioritization across multiple prospects and initiatives with data-driven decisions.

Responsibilities

• Develop and execute a comprehensive business development strategy for institutional prospects across the Western U.S.
• Identify and advance new business opportunities across defined benefit and defined contribution plans, endowments, foundations, and other institutional clients.
• Drive growth across investment capabilities including index, active, multi-asset class, and defined contribution strategies.
• Build and maintain senior-level relationships with institutional clients and prospect executives.
• Understand prospects’ investment objectives and translate needs into relevant solutions.
• Collaborate with sales and client-facing colleagues to deliver broader firm solutions.
• Manage the full sales process from identification to closing, including proposals and negotiations.
• Maintain a disciplined sales pipeline with metrics to prioritize opportunities and drive results.
• Establish and achieve activity, pipeline, and revenue targets.
• Work with client service, operations, legal and compliance to ensure a seamless client experience.

Skills

Institutional sales

Relationship management

Executive engagement

Negotiation skills

Presentation skills

Strategic planning

Analytical skills

Education

MBA

CFA

Tools

Series 7, 63, 3

Industry certifications

Job description

State Street Investment Management seeks a Vice President and Account Executive to drive new business development with institutional investors across the Western United States, delivering investment solutions across index, active, multi-asset and defined contribution strategies.

You will develop and execute a territory plan, build senior-level relationships, and manage the end-to-end sales process, collaborating across investment teams, marketing, client service, operations, and compliance to