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Institutional Sales Consultant, VP II
State Street. Drive new business development and relationship management with institutional investors across the Western United States .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in institutional investment management sales, with a strong focus on developing and executing consultative sales strategies. Proven ability to build and maintain executive-level relationships while achieving sales targets in a highly regulated environment.
Highest-signal resume keywords
Institutional Investment Management SalesConsultative Sales ProcessRelationship ManagementSales Target AchievementInvestment Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
FundraisingSales Strategy DevelopmentData AnalysisMarket IntelligenceNegotiationPortfolio ManagementInvestment SolutionsSales Pipeline ManagementCompliance ManagementAnalytical Capabilities
Soft Skills
Problem-SolvingInfluencingCommunicationRelationship-BuildingCommercial Judgment
Certifications & Qualifications
MBACFASeries 7Series 63Series 3
Industry Keywords
Institutional InvestorsDefined Contribution StrategiesMulti-Asset Class StrategiesEndowmentsFoundationsPublic DB PlansCorporate DC PlansConsultant RelationshipsMarket DynamicsSales Process
About the role
Key responsibilities & impact- Drive new business development and relationship management with institutional investors across the Western United States
- Expand State Street Investment Management’s market share by delivering index, active, multi-asset class, and defined contribution investment solutions
- Develop and execute territory and sales strategies
- Identify, advance, and close new business opportunities across institutional investors
- Build senior-level relationships with institutional clients and prospects
- Understand prospects’ investment objectives, organizational priorities, and portfolio challenges and translate them into investment solutions
- Monitor market dynamics, competitive positioning, consultant relationships, and institutional trends
- Collaborate with sales, client service, operations, legal, compliance, investment, product, and marketing teams
- Manage the full sales process from opportunity identification through proposal development, finalist presentations, negotiation, and closing
- Maintain sales pipeline and use data, metrics, and market intelligence to prioritize opportunities
- Establish and achieve activity, pipeline, and sales targets
- Represent State Street Investment Management at industry conferences, client events, and institutional forums
- Operate in compliance with applicable policies, procedures, and regulatory requirements
- Report to the Head of West Institutional & Strategic Accounts within the U.S. Institutional Client Group
Requirements
What you’ll need- 8–10 years of demonstrated success in institutional investment management sales/fundraising and relationship management
- Established track record of raising institutional assets and positioning index, active, multi-asset class, and defined contribution strategies
- Ability to develop and execute a consultative, solutions-oriented institutional sales process
- Existing industry relationships with public and corporate DB and DC plans, endowments, foundations, consultants, and other institutional market participants preferred
- Ability to establish and grow executive-level and C-suite relationships
- Strong investment knowledge and technical acumen
- Proven record of setting, measuring, meeting, and exceeding sales targets
- Strong commercial judgment
- Ability to prioritize and execute across multiple prospects, opportunities, and initiatives
- Strong analytical capabilities and ability to use data and metrics for sales strategy and decision-making
- Problem-solving, influencing, negotiation, and relationship-building skills
- Ability to build effective partnerships across a complex organization
- Excellent written, verbal, presentation, and communication skills
- Ability to thrive in a highly regulated environment and maintain compliance with firm policies and procedures
- MBA, CFA or similar preferred
- Series 7, 63 and 3 required
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
- 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