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State Street · 1 week ago

Defined Contribution Regional Consultant, VP II - State Street Investment Management

Sacramento, CA

Full-time

Hybrid

Mid, Senior Level

$110K/yr - $189K/yr

7+ years exp

State Street Investment Management is seeking a Vice President, Defined Contribution Regional Consultant for their US Wealth Client Coverage Group. This role focuses on business development and driving sales strategy within the Central or West Region, managing key client relationships and collaborating with internal teams to deliver investment solutions.

BankingFinanceFinancial Services

Responsibilities

You will personally own key client and strategic partner relationships as a member of the US Wealth Client Coverage Team. The position will cover DC specialists, regional consultants, record keeper partners, and other key COIs

You will identify the needs of our clients’ varying business practices and regularly provide meaningful market insights, product information, investment ideas and sales support

You will have a keen investment acumen and operate as an expert on State Street Investment Management’s DC capabilities including CITs, target date funds, index, in-plan retirement income solutions, DC-focused private markets solutions, and other multi-asset class strategies across equity and fixed income

You will cultivate new and existing relationships, driving Net New Revenue and Net New Assets with the highest areas of concentrated retirement business within the channel

You will be responsible for leading and coordinating travel throughout the Region with SMEs, asset management partners, and our ETF team

You will build and maintain relationships with key internal business partners, including Internal Sales, Marketing, Research, and Client Enablement Teams to effectively deliver SSIM DC resources to clients, including comparative analytics, capital markets insights and actionable investment ideas

You will partner with an Internal Sales Team to effectively deliver SSIM resources to clients, including comparative analytics, capital markets insights and actionable investment ideas

You will facilitate an understanding of SSIM and its strategy and priorities

You will mentor and groom internal peers on the team

You will deliver risk excellence and comply with the sales supervision culture that demonstrates and promotes the highest ethical standards

You will demonstrate initiative to continuously hone sales skills and pursue professional development

Qualification

FINRA 7FINRA 63Investment acumenSales experienceCFACIMADC product knowledgeTeamworkCommunication skillsPositive attitudeAdaptability

Required

You are required to reside in either Illinois or California

Bachelor's degree required

FINRA 7, 63 required

Willingness to travel within defined geographic territory (up to 50%)

Minimum of 7-10 experience and a successful track record selling to DC Advisors and Consultants with a proven ability to meet and exceed sales targets

Ability to demonstrate how to prioritize and achieve sales measurements and sales targets

Strong investment acumen and knowledge of target date funds, index, and multi-asset class solutions

Existing industry relationships with DC advisors/consultants and their research teams

Ability to work successfully within a team

Strong verbal and written communication skills

A positive attitude with the ability to motivate and inspire others

Extraordinary verbal and written communication and sales presentation skills

Ability to learn and adapt quickly while applying creativity