Defined Contribution (dc) Intermediary- Associate National Accounts Manager, Avp - State Street Investment Management

State Street UK

Base: $110,000 - $188,750 annual; bonus/equity: el...
5 years defined contribution sales experience
Recordkeeper and aggregator relationship management
Target date funds and cits product knowledge
This role is critical to accelerating growth in the DC Intermediary channel by strengthening key partnerships and improving platform positioning

Job Summary

  • This role is critical to accelerating growth in the DC Intermediary channel by strengthening key partnerships and improving platform positioning.
  • The team partners with some of the world's largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous investment process.
  • Employees are eligible for a comprehensive benefits program including a 401K match, insurance coverage, paid-time off, and incentive compensation.

Matching Summary

This role is critical to accelerating growth in the DC Intermediary channel by strengthening key partnerships and improving platform positioning.

Salary

Base: $110,000 - $188,750 Annual; Bonus/Equity: Eligible for annual performance-based awards; Benefits: 401K match, medical/dental/vision, PTO, EAP

Skills & Requirements

Must-have

  • 5 years Defined Contribution sales experience
  • Recordkeeper and aggregator relationship management
  • Target Date funds and CITs product knowledge
  • Series 7 and 63 licenses required
  • Strategic sales initiative execution

Nice-to-have

  • MBA or CFA designation preferred
  • Experience with index and multi-asset strategies
  • Ability to influence senior stakeholders
  • Collaborative planning skills
  • Self-starter with cross-functional collaboration

Key Requirements

  • Minimum 5 years DC sales experience
  • Series 7 license required
  • Series 63 license required
  • Bachelor's degree in finance or business
  • Strong understanding of retirement investment products

Work Rights

Not specified

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