National Account Manager - Advised Solutions Channel, Vice President

State Street Corporation
San Francisco, USA
28 Jul 2021
27 Aug 2021
Industry Sector
Finance - General
Employment Type
Full Time
We are currently hiring for a leadership role within State Street Global Advisors U.S. SPDR ETF Business. In this role as National Account Manager, you will be responsible for developing and leading the key account relationship of our ETF business for targeted clients within the Advised Solutions Channel in the US. This requires promoting the State Street Global Advisors and SPDR value proposition and building our presence, visibility and revenues. You should be recognized as a reliable and trusted advisor and champion the Americas SPDR ETF agenda with each key account.

Location: Flexible (US / North America)

As National Account Manager :
  • You will personally own home office relationships with a primary focus on SPDR ETFs model portfolios. The position will lead a targeted group of key accounts across the TAMPs and select Broker Dealers, Banks and Regional Broker Dealers in the US.
  • You will create and execute National Account business plans for focus firms with the goal of growing the partnership and driving Net New Assets and Net New Revenue.
  • You will cultivate new and existing relationships at assigned focus firms with relationship management, research, platform, marketing, sales and other firm leaders such as regional directors and their teams.
  • You will have a keen investment acumen and operate as an expert on State Street Global Advisors & SPDR ETFs Model Portfolios, maintaining a deep knowledge of positioning, holdings and investment results. You will effectively educate clients and prospects on our product line's features and benefits and what differentiates SPDR from our competitors.
  • You will collaborate with key internal business partners, including External and Internal Sales, Marketing, Research, and Client Enablement Teams to effectively deliver ETF resources to clients, including comparative analytics, capital markets insights and actionable investment ideas.
  • You will demonstrate initiative to continuously hone sales skills and pursue professional development.
  • You will mentor internal peers on the team and play an integral role in training/development of the Advised Solutions sales team of Hybrid Model Consultants
  • You will deliver risk excellence and comply with the sales supervision culture that demonstrates and promotes the highest ethical standards.
  • Travel across the US to visit with clients/prospects and to represent SPDR at industry conferences that will aid in building relationships or lead generation.
  • 60% of the role will be prospecting to new platforms, 40% will be account management of existing platform partners

These skills will help you succeed in this role:
  • Bachelor's degree required
  • Series 7 and 63 licensed
  • Investment industry designations such as Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) preferred
  • Minimum 10 years of experience in the investment management industry with 5 years in National Accounts, Sales/Business Development or Due Diligence
  • Strong technical ability and investment acumen
  • Strong product knowledge of ETFs, model portfolios, separate accounts and related products
  • Extraordinary verbal and written communication and sales presentation skills
  • Track record of results/closing deals
  • Self-motivated individual that can work both independently and within a team structure
  • Demonstrates integrity, high energy and motivation to succeed
  • Strong leadership skills with a dedication to excellence
  • Ability to learn and adapt quickly while applying creativity

About SPDR ETFs:
SPDR ETFs are a comprehensive family spanning an array of international and domestic asset classes. SPDR ETFs are managed by SSgA Funds Management, Inc., a registered investment adviser and wholly owned subsidiary of State Street Bank and Trust Company. The funds provide investors with the flexibility to select investments that are precisely aligned to their investment strategy. Recognized as an industry pioneer, State Street created the first U.S. listed ETF in 1993 (SPDR S&P 500® - Ticker SPY) and has remained on the forefront of responsible innovation, as evidenced by the introduction of many ground-breaking products, including first-to-market launches with gold, international real estate, international fixed income, and sector ETFs. For more information, visit

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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs 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 perspectives 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 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 programs 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.

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