State Street

State Street

Institutional Sales Consultant, VP II - State Street Investment Management

Sacramento, California, USA · Vp

Sponsorship not specified$125k-$215kDetected 6 hours ago
SalesAccount ManagementBusiness DevelopmentPipeline ManagementNegotiationLeadershipCommunicationProblem SolvingPublic SpeakingCFA

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odds of building a lasting career here

58Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role78
Entry-level history0
PERM / green-card track0
Lottery odds (Level IV)94
Fits your clock70

Sponsors, but it's cap-subject — you still face the weighted lottery (~61% per draw at Level IV). Good if you win; have a cap-exempt backup on your list.

Lottery odds assume a STEM candidate.

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About the role

  • Institutional investors increasingly need more than investment products.
  • The role will focus on expanding State Street Investment Management's market share by delivering investment solutions across the firm's broad capabilities, including index, active, multi-asset class, and defined contribution strategies.
  • The role requires close partnership across investment teams, product, marketing, client service, operations, legal, compliance, and other functions throughout the client lifecycle.

Responsibilities

  • Develop and execute a comprehensive business development strategy for institutional prospects across the Western U.S.
  • Drive growth across State Street Investment Management's investment capabilities, including index, active, multi-asset class, and defined contribution strategies.
  • Build and maintain senior-level relationships with institutional clients and prospects, including investment staff, executive leadership, investment committees, and C-suite decision-makers.
  • Develop a deep understanding of prospects' investment objectives, organizational priorities, and portfolio challenges and translate those needs into relevant investment solutions.
  • Collaborate with sales and client-facing colleagues across State Street to identify opportunities to deliver broader firm solutions.
  • Manage the full sales process, from opportunity identification and initial engagement through proposal development, finalist presentations, negotiation, and closing.
  • Maintain a disciplined sales pipeline and use data, metrics, and market intelligence to prioritize opportunities and drive results.
  • Build strong internal relationships across client service, operations, legal, compliance, and other teams to ensure an effective end-to-end prospect and client experience.
  • Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability.

Requirements

  • Series 7, 63 and 3 required
  • Strong commercial judgment and the ability to balance client needs with the firm's long-term strategic, revenue, and profitability objectives.
  • Ability to prioritize and execute across multiple prospects, opportunities, and initiatives simultaneously.
  • Strong analytical capabilities and demonstrated ability to use data and metrics to inform sales strategy and decision-making.
  • Demonstrated ability to develop and execute a consultative, solutions-oriented institutional sales process.
  • Demonstrated ability to establish and grow executive-level and C-suite relationships that lead to long-term, mutually beneficial partnerships.
  • Excellent problem-solving, influencing, negotiation, and relationship-building skills.
  • Demonstrated ability to build effective partnerships with prospects, clients, and colleagues across a complex organization.
  • Excellent written, verbal, presentation, and communication skills.
  • Ability to thrive in a highly regulated environment and maintain full compliance with firm policies and procedures.

Nice to have

  • Maintain a strong understanding of market dynamics, competitive positioning, consultant relationships, and institutional trends.
  • Establish, measure, and consistently achieve activity, pipeline, and sales targets.
  • Represent State Street Investment Management at industry conferences, client events, and other relevant institutional forums.
  • Operate with the highest standards of integrity and in full compliance with applicable policies, procedures, and regulatory requirements.
  • 8-10 years of demonstrated success in institutional investment management sales/fundraising and relationship management.
  • Established track record of raising institutional assets and successfully positioning investment capabilities such as index, active, multi-asset class, and defined contribution strategies.
  • Existing industry relationships with public and corporate DB and DC plans, endowments, foundations, consultants, and other institutional market participants preferred.
  • Strong investment knowledge and technical acumen, with the ability to communicate complex investment concepts clearly and credibly.

Compensation

  • $125,000 - $215,000 Annual

Benefits

  • Identify, develop, advance, and close new business opportunities across public and corporate defined benefit and defined contribution plans, endowments, foundations, and other institutional investors.

Company info

  • 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.

Visa & Work Authorization

  • gin, 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 a
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This listing is sourced directly from State Street's careers page and normalized into a canonical job model.