National Accounts Associate Account Manager - US Wealth, AVP - State Street Investment Management
Core
Manage and grow defined Home Office relationships with Custodians, TAMPs, and Independent Broker Dealers to drive asset growth and place SSIM investment solutions.
Role type
Associate Account Manager (US Wealth)
Builds
Model portfolio business and SSIM investment solutions (ETFs, model portfolios, cash, SMAs, direct indexing, alternatives)
Domain
Financial Services / Asset Management
Deliverable
client delivery
Required skills
Intermediary distribution knowledge, Broker Dealer experience, ETF and model portfolio familiarity, financial markets understanding, relationship building, multi-priority management, cross-functional collaboration, analytical skills, written and verbal communication
Preferred skills
Asset management or wealth management experience, insurance BD experience, sales expertise
Technologies
None stated
Responsibilities
Own and execute strategy for intermediary relationships, develop and maintain account plans, identify and advance model portfolio opportunities, support senior managers on strategic relationships, build relationships with home office decision makers, coordinate presentations and due diligence meetings, monitor platform developments and competitive activity
Seniority
Mid-level (3-5 years experience preferred)