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State Street

Hybrid Sales Manager, VP III

State Street

. Lead, develop, and retain a high-performing sales team focused on Net New Assets (NNA) and Net New Revenue (NNR) .

Posted 9/18/2026full-timeBoston • Massachusetts • United StatesLead💰 $110,000 - $207,500 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in leading high-performing sales teams within the investment management industry, with a strong focus on driving business growth and executing effective distribution strategies across Broker Dealer and RIA channels. Possesses deep investment acumen and product knowledge, particularly in ETFs, mutual funds, and model portfolios, while maintaining a commitment to compliance and ethical standards.

Highest-signal resume keywords
Sales LeadershipInvestment AcumenBroker Dealer Channel ExpertiseTeam DevelopmentCRM Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Sales ExecutionBusiness DevelopmentDistribution StrategyPipeline ManagementMarket InsightsInvestment Solutions KnowledgePerformance MetricsRisk ManagementAnalytical SkillsStrategic Thinking
Soft Skills
CoachingRelationship ManagementCommunication SkillsInfluencing SkillsAdaptability
Tools & Technologies
CRM ToolsReporting Tools
Certifications & Qualifications
Bachelor's DegreeSIE LicenseSeries 7 LicenseSeries 63 LicenseSeries 24 LicenseCFACIMA
Industry Keywords
Investment ManagementNet New AssetsNet New RevenueWealth Management PlatformsCustodiansTAMPsSales SupervisionEthical StandardsIntermediary MarketHigh-Performing Sales Teams

About the role

Key responsibilities & impact
  • Lead, develop, and retain a high-performing sales team focused on Net New Assets (NNA) and Net New Revenue (NNR)
  • Establish and execute distribution strategies across Broker Dealer and RIA channels
  • Coach and mentor team members on sales execution, relationship management, investment acumen, and professional development
  • Develop and execute strategies for engaging wealth management platforms, custodians, TAMPs, and strategic partners
  • Identify evolving client needs and ensure delivery of market insights, investment ideas, product expertise, and sales support
  • Promote knowledge of State Street Investment Management solutions, including ETFs, cash strategies, model portfolios, and retirement solutions
  • Orchestrate team selling with Internal Sales, National Accounts, Marketing, Research, Product, and Client Enablement resources
  • Establish sales activity standards, pipeline management disciplines, and performance metrics
  • Use CRM and reporting tools to monitor sales activity, measure outcomes, and provide business insights to senior leadership
  • Cultivate organizational partnerships to align distribution efforts with firm-wide priorities
  • Advocate for US Wealth team's strategic priorities across internal and external stakeholders
  • Champion risk excellence, compliance, sales supervision, and ethical standards
  • Manage resources and budgets to maximize return on investment
  • Pursue continuous improvement in leadership effectiveness, sales strategies, team performance, and client outcomes

Requirements

What you’ll need
  • Bachelor's degree required
  • SIE, Series 7, and Series 63 licenses required
  • Series 24 license required or ability to obtain within 6 months of hire
  • 10+ years of experience in the investment management industry with demonstrated success in sales, business development, or distribution leadership roles preferred
  • Demonstrated experience leading, developing, and motivating high-performing sales teams preferred
  • Strong investment acumen and product knowledge across ETFs, mutual funds, model portfolios, and related investment solutions
  • Proven track record of driving business growth, sales execution, and distribution results within the intermediary market
  • Strong understanding of Broker Dealer and Registered Investment Advisor (RIA) channels
  • Exceptional leadership, coaching, and talent development skills
  • Strong analytical, technical, and strategic thinking skills
  • Outstanding verbal and written communication, presentation, and relationship management skills
  • Ability to influence across all levels of the organization and collaborate effectively with cross-functional partners
  • High-energy, self-motivated professional with accountability, integrity, and commitment to excellence
  • Ability to adapt quickly, think creatively, and lead through change
  • Willingness to travel extensively, approximately 50%
  • CFA, CIMA, or other relevant investment industry designations preferred

Benefits

Comp & perks
  • Retirement savings plan (401K) with company match
  • Basic life insurance
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Long-term disability insurance
  • Optional additional insurance coverages
  • Paid vacation leave
  • Paid sick leave
  • Short-term disability
  • Family care leave/responsibilities support
  • Employee Assistance Program
  • Incentive compensation, including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
  • Certain tax-advantaged savings plans
  • Inclusive development opportunities
  • Flexible work-life support
  • Paid volunteer days
  • Employee networks