the Defined Contribution (DC) Intermediary team, which is part of our US Wealth organization, and supports both our Direct and Recordkeeping businesses as well as the National Accounts and RIA Aggregator coverage model. The role blends Relationship Management and National Accounts support responsibilities, with approximately 50% of time focused on client relationship management and 50% supporting national account execution, with a longer‑term path to owning a defined set of smaller accounts/clients. This individual will collaborate closely with internal partners across sales, investments, finance, operations, and data teams to support growth, improve data integrity, and ensure a strong end‑to‑end client experience across the DC Intermediary landscape.
Key Responsibilities
- Support client relationships across SSIM’s Direct Business, Recordkeeping platforms, and National Accounts, developing a strong understanding of SSIM’s investment capabilities, operating model, service offerings, and strategic priorities within the DC landscape.
- Partner closely with National Account Managers to support home office engagement, platform initiatives, and ongoing account management, with a path to owning a smaller client book.
- Serve as a trusted internal and external partner by coordinating across sales, investments, product, marketing, operations, finance, legal, and compliance to support the full client lifecycle.
- Support the development and execution of sales strategies focused on model portfolios, SMAs, direct indexing, and alternative solutions across National Account platforms.
- Coordinate and participate in client presentations, product training sessions, due diligence meetings, and platform discussions.
- Support regional consultants through collaborative planning, opportunity identification, and execution aligned to national and firm‑wide priorities.
- Support all new and ongoing RFPs and RFIs across Direct, Recordkeeping, and National Accounts.
- Partner with Finance to support DC Intermediary data integrity, including reconciling Recordkeeper files with internal reporting, identifying missing clients, classification gaps, and data inconsistencies impacting AUM, flows, and wholesaler credit.
- Leverage internal data and reporting to identify growth opportunities.
- Prepare reporting and updates for senior management on pipeline activity, client progress, and market insights.
- Stay current on industry trends, competitive dynamics, and regulatory developments to support informed client conversations and sales strategy.
- Demonstrate strong judgment, risk awareness, and ethical standards in all client and internal interactions.
- Remain flexible and responsive, balancing Relationship Management and National Accounts responsibilities as priorities shift.
These skills will help you succeed in this role:
- Bachelor's degree required.
- FINRA Series 3, 7, and 63 licenses required (or must be obtained within 6 months after hire date)
- Minimum 3-5 years of experience in an institutional client-facing role at an asset management firm
- Ownership of the client experience, focusing on business retention and increasing visibility with clients
- Proficiency in navigating complex client relationships, including the support of client events, and ensuring a thorough understanding of client expectations.
- Comprehension of firm capabilities and services to deliver solutions supporting client goals
- Proven ability to work both independently and collaboratively within a fast‑paced, client‑facing environment.
- Effective communication, presentation, and relationship‑building skills.
- Comfort working with data, reporting, and operational detail.
- Collaborative mindset with a willingness to support team goals and take on expanding responsibility over time.
Salary Range:
$80,000 - $140,000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
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