US Wealth Intermediary Sales Strategy and Operations, VP II - State Street Global Advisors

We are currently hiring for a Vice President, US Wealth Intermediary Sales Strategy & Operations to play a critical role in supporting the US Wealth Intermediary Distribution Leadership Team. This individual will serve as a key partner in driving sales strategy and execution and overseeing operational priorities. The ideal candidate will have a strong background in financial services, sales strategy, and project management, as well as excellent organizational and communication skills.

Why this role is important to us

The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. 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 index, ETF, and ESG investing, 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.

As US Wealth Intermediary Sales Strategy & Operations Vice President, you will:

• Coordinate and manage US Wealth Intermediary strategic projects, working across key stakeholders including Corporate Strategy, Sales Strategy, Finance, Legal, etc., while maintaining an inventory of all key initiatives and progress to ensure oversight.
• Support resource allocation, goal setting, and planning processes. Track progress against OKRs and any risks to plan, while working across US Wealth Intermediary Leadership team to plan and execute mitigation strategies. Partner with Business Intelligence team to manage sales reporting, analytics, and key performance indicators to measure and improve team effectiveness.
• Support National Accounts team to develop National Account Plans for most significant distribution firms with clear metrics of success.
• Coordinate distribution partnership execution across Legal, Finance and Business Controls.
• Work closely with US Wealth Intermediary Leadership team to support ongoing oversight of scaling process for new funds.
• Manage centralized process for tracking progress with hiring. Own coordination of sales training and onboarding of new FTEs to ensure new sales members are brought up to speed as efficiently and effectively as possible.
• Ensure effective communication strategy and execution plan, coordinating and developing a wide range of materials to support town halls and employee communications. Work across the US Wealth Intermediary Leadership team identifying ways to deliver and emphasize key messages. Coordinate US Wealth Intermediary reporting, including QBRs, presentations, etc to Operating Group and Executive Committee.
• Support agenda setting and collation of materials for leadership meetings, offsites and key events.
• Manage special projects and ad hoc requests on behalf of US Wealth Intermediary Leadership Team.

These skills will help you succeed in this role

• Strong background in financial services, sales strategy and project management (minimum 5 years)
• Excellent analytical, critical thinking, problem solving, and organizational skills
• Strong quantitative and evaluative skills in financial planning, financial modeling and business decision support narrative formation
• Sufficient gravitas and confidence to engage senior partners with credibility
• Excellent communication and written skills
• Ability to work with and influence internal and external stakeholders
• Positive, collaborative attitude with a strong team orientation

Education & Preferred Qualifications

• BA/ BS or equivalent degree, preferably with a financial or business discipline
• Minimum 5+ years of investment experience
• Exceptional Excel, PowerPoint skills
• Experience with ETFs and competing investment vehicles preferred

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street Global Advisors

What We Do. As the asset management arm of State Street Corporation, State Str