Hybrid Sales Manager - US Wealth, VP III - State Street Investment Management
Core
Lead a team of Associate Regional Consultants to drive Net New Assets (NNA) and Net New Revenue (NNR) growth for State Street Investment Management's US Wealth team across Broker Dealer and RIA channels.
Role type
Senior IC sales leadership (VP III)
Builds
Distribution strategies and sales execution for ETFs, cash strategies, model portfolios, and retirement solutions
Domain
US Wealth Management / Investment Management
Required skills
Team leadership and coaching, distribution strategy execution, investment acumen (ETFs, mutual funds, model portfolios), CRM and reporting tool proficiency, budget management, stakeholder alignment, compliance and risk management
Preferred skills
CFA, CIMA, or other investment designations; 10+ years in investment management sales/distribution leadership; experience leading high-performing sales teams; deep knowledge of Broker Dealer and RIA channels
Technologies
CRM systems, reporting tools
Responsibilities
Lead, develop, and retain a high-performing sales team; Establish and execute distribution strategies; Coach and mentor team members on sales execution and professional development; Engage key wealth management platforms, custodians, TAMPs, and strategic partners; Identify evolving client needs and deliver market insights and product expertise; Orchestrate team-selling approaches leveraging internal resources; Establish sales activity standards and performance metrics; Monitor sales activity and provide business insights to leadership; Cultivate cross-organizational partnerships; Champion risk excellence and compliance; Manage resources and budgets effectively; Pursue continuous improvement in leadership effectiveness and sales strategies
Seniority
VP III, Senior leadership with hands-on team management
