West Institutional Sales VP: Strategic Investment Solutions

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

Job summary

State Street in Boston, MA, seeks a Vice President and Account Executive for Institutional Client Group. You will drive new business development and manage relationships with institutional investors across the Western United States, delivering investment solutions across index, active, multi-asset class, and defined contribution strategies.

You will develop territory strategies, build senior-level relationships, manage the full sales process from engagement to closing, and collaborate across

Qualifications

• 8–10 years in institutional investment management sales/relationship roles.
• Established track record raising institutional assets and positioning strategies.
• Consultative, solutions-oriented sales process experience.
• Existing relationships with DB/DC plans, endowments, & foundations.

Responsibilities

• Develop and execute a comprehensive business development strategy for institutional prospects in the Western U.S.
• Identify, advance, and close opportunities across defined benefit and defined contribution plans.
• Drive growth across index, active, multi-asset class, and defined contribution strategies.
• Build senior-level relationships with investment staff, executives, and committees.
• Manage full sales process from engagement to proposal, negotiation, and closing.

Skills

Institutional sales

Relationship management

Strategic planning

Executive relationships

Investment knowledge

Sales targets

Data analytics

Negotiation

Cross-functional collaboration

Communication skills

Education

MBA / CFA preferred

Series 7/63/3 required

Job description

State Street in Boston, MA, seeks a Vice President and Account Executive for Institutional Client Group. You will drive new business development and manage relationships with institutional investors across the Western United States, delivering investment solutions across index, active, multi-asset class, and defined contribution strategies.

You will develop territory strategies, build senior-level relationships, manage the full sales process from engagement to closing, and collaborate across