Senior National Account Manager, VP II

🕒 May 10

🏢🏡 New York City – Hybrid

💵 $120k - $210k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

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State Street

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

🏦 Banking

Finance • Fintech • Banking

State Street is a leading financial services provider that specializes in investment management and servicing solutions. With a global presence, State Street offers a wide range of services including asset management, custodial services, and investment research to help institutional investors meet their financial objectives. The company is committed to advancing the financial sector with innovative strategies and insights that drive efficiency and performance.

📋 Description

• Own and execute the national account strategy for a defined set of the firm’s largest intermediary platforms • Drive asset growth and improving placement for State Street Investment Management solutions • Develop and deepen relationships with key home office and platform decision-makers • Lead strategic partnership initiatives with key intermediary programs • Drive new platform onboarding and expansion • Partner with regional consultants, marketing, product, investments, and operations to deliver coordinated coverage • Lead senior-level presentations, product training, and due diligence meetings • Monitor industry, platform, and regulatory developments • Provide senior management with disciplined pipeline management, forecasting, and reporting

🎯 Requirements

• Minimum of 10 years’ experience in asset management sales • Proven track record of owning and growing large intermediary platforms and influencing senior home office decision-makers • Deep understanding of intermediary distribution (wirehouse, IBD, RIA platforms) • Strong preference for experience across ETFs and model portfolios • Familiarity with related solutions (SMAs, direct indexing, alternatives) • Strong understanding of financial markets and portfolio construction • Bachelor’s degree in Finance, Business Administration, or related field; MBA and/or CFA designation preferred • Series 7 and 63/65 licenses strongly preferred

🏖️ Benefits

• retirement savings plan (401K) with company match • insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages • paid-time off including vacation, sick leave, short term disability, and family care responsibilities • access to our Employee Assistance Program • incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans) • eligibility for certain tax advantaged savings plans