Account Executive, UK Sales & Strategic Partnerships, State Street Global Advisors, Vice President I

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Offer summary

Qualifications:

Extensive investment management industry experience is required., IMC qualification (or equivalent) is mandatory., Strong technical ability with investment industry knowledge is essential., CFA, CAIA or equivalent graduate-level finance qualification is preferred..

Key responsabilities:

  • Lead a portfolio of clients and build long-lasting relationships to encourage them to choose us as their primary investment partner.
  • Prospect and win new business from consolidators and aggregators across various client segments.
  • Create innovative investment solutions that meet client needs while contributing to revenue targets.
  • Collaborate with internal teams to ensure client-centric business growth and maintain high service standards.

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Charles River Development https://www.crd.com
1001 - 5000 Employees
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Job description

Who we are looking for

The UK Sales & Strategic Partnerships team is responsible for establishing, leading and developing relationships with the largest and most sophisticated UK Institutional investors. The unit is focused on developing our business with pension schemes, fiduciary managers, platforms, wealth managers and other financial institutions, helping to grow assets under management and revenue.

The team’s focus is twofold; to deepen and expand our relationship with our strategically important clients, bringing them the very best of State Street, and to achieve ambitious sales targets by introducing new relationships to the firm

You will build meaningful, trust-based relationships with our prospects and clients, their advisors and other service providers as you help us to address their challenges with the aim of becoming their primary investment partner.

In addition to taking the lead on several client accounts, your role will be to prospect and win new business from consolidators and aggregators operating across the DB, DC, Wealth and Insurance client segments.

Why this role is important to us

The team you will be joining is a part of State Street Global Advisors, one of the biggest asset managers in the world, that provides services to the world’s governments, institutions and financial advisors across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in indexing, ETFs, and with a big focus on innovation, we are always inventing new ways to invest.

Join us if making your mark in the asset management industry from day one is a challenge you are up for.

What you will be responsible for

As an Account Executive in the UK Sales & Strategic Partnerships team you will

  • Take the lead for a portfolio of clients and build mutually beneficial and longstanding relationships that are valuable for our clients and encourage them to make us their first call.
  • Be responsible for the targeted prospecting of new relationships whom we can partner with to develop innovative investment solutions for their clients, members or beneficiaries.
  • Work energetically to create investment solutions which address the needs of our clients and prospects, leveraging the broad heritage and investment capabilities of the firm whilst contributing to revenue targets.
  • Structure and provide input into bespoke multi-year commercial agreements which secure long term revenue for the firm.
  • Ensure clients and their advisors receive a positive experience by overseeing exceptional servicing across all contact points, preempting any possible problems and actively enhancing standards.
  • Support other members of the team with commercial proposal structuring, market analysis, market insight and management reporting.
  • Work collaboratively with our Consultant Relations team to help support the creation of new capabilities and diversification of our client mix.
  • Work closely with local and global colleagues in Portfolio Management, Marketing, Product and Operations to ensure that we grow and maintain our business in a client-centric manner.
  • Safeguarding the integrity and culture of our firm by championing risk and compliance policies that protect our clients' interests and those of SSGA

What we value

These skills will help you succeed in this role

  • Extensive investment management industry experience
  • Experience selling to commercially minded clients across the DB, DC, Wealth and or Insurance segments
  • Strong communication, networking and influencing skills
  • Gravitas and credibility at all levels
  • Self-motivated, enthusiastic and entrepreneurial
  • A solutions oriented mindset
  • Strong organisation skills and attention to detail

Education & Preferred Qualifications

  • IMC qualification (or equivalent) required
  • Strong technical ability with investment industry knowledge required.
  • CFA, CAIA or equivalent graduate-level finance qualification preferred

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

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Experience

Spoken language(s):
English
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Other Skills

  • Communication
  • Entrepreneurship
  • Organizational Skills
  • Detail Oriented
  • Enthusiasm
  • Self-Motivation

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