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 (National Accounts)
Builds
Model portfolio business and intermediary relationships
Domain
US Wealth / Asset Management
Deliverable
client delivery
Required skills
Intermediary distribution knowledge, ETF and model portfolio familiarity, financial markets understanding, relationship management, strategic account planning
Preferred skills
Broker Dealer experience, insurance BD experience, 3-5 years in asset management or wealth management
Technologies
ETFs, model portfolios, SMAs, direct indexing, alternatives
Responsibilities
Execute strategy for intermediary relationships, develop account plans, identify 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, hands-on IC