State Street Global Advisors- Institutional Insurance Sales, Officer
State Street Global Advisors is seeking a dynamic Officer to join our Insurance Team. Within the Client Coverage Group (CCG), you will support the Managing Director, Head of US Insurance and team in excecuting the strategy to deepen our client relationships and expand our presence within the Insurance sector. The key objective of the role is to support Account Executives execution of the teams strategic priorities - grow our share of wallet with insurance companies and deepen our relationships with our impressive client base across our institutional product where applicable. You will help deepen our relationships with these clients by bringing the strength of the broader firm to support them with their investment priorities. This role will involve close collaboration with senior leadership, clients and internal stakeholders to drive growth in the insurance vertical and enhance client satisfaction. This role is key to driving success and efficiency across these strategic priorities.
Key Responsibilities:
• Strategy Execution - assist the Managing Director of Insurance and team in developing and refining the strategy for the Insurance Segment , ensuring alignment with SSGA's broader commercial objectives
• Cross Functinal Collaboration - Work collaboratively with other parts of State Street to leverage resources and drive holistic client solutions. Navigate complex organizational structures to achieve strategic objectives
• Data Driven Insights - Utilize data and analytics to optimize sales strategies and improve client experience. Monitor progress towards sales targets and help adjust targets when needed as progress is made.
• Partner with Account Executives and Relationship Managers on their respective client and prospect panels, prioritizing activity and pipeline development
• Help to drive client meeting prep and follow up materials
• Work across stakeholders to project manage new business presentations and RFPs where needed
• Ensure SalesForce accurately captures account information, pipeline, account and competitor intelligence, contact information
• Conduct research on accounts, including asset pools, consultants, custodians, asset allocation and incumbent managers
• Deliver timely reporting to stakeholders on progress, including activities, pipeline and target market
• Partner with team and other Officers/Analysts for idea generation, learning and enhancing processes
• Assist in the management of marketing campaigns, ensuring contact information is correct; and delivery to clients is impactful and efficient
Key Relationships:
• Sales and Relationship Management Leadership
• Insurance Subject Manager Expert team in the Business Office
• CIOs, Portfolio Managers and Portfolio Strategists
• Marketing & Product Teams
• CRM Team Internal Client Segment:
• SSGA's Client Coverage Group - Institutional Insurance
• Partner closely with SSGA's Global Insurance Strategy Team to grow the insurance segment External Client Segment:
• Institutional client segment - Traders, PMs, analysts, due diligence teams etc.
• Participate in Industry events for business development and to raise the visibility of SSGA in the Insurance space
Education & Preferred Qualifications:
• Bachelor's degree required; advanced degree preferred
• Series 7 and 63 licenses required
• Minimum of 3 years' experience in investment management or insurance industry
• Strong understanding of insurance company needs across balance sheet and annuity platforms
• Proven track record of success in sales and client relationship management
• Experience in ETF sales & ecosystem, insurance sensitive products and fixed income preferred
• Experience as a strategic thinker with the ability to identify and capitalize on market opportunities
• Investment industry designations such as CFA or CIMA are a plus
• Ability to learn quickly and demonstrate industry and product knowledge
• Ability to build relationships within our team, across our organization, and with our clients
• Strong ethics, a strong risk radar and dedicated to approach and resolve issues
Are you the right candidate? Yes!
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
About State Street Global Advisors
What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care.
Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Company: State Street Global Advisors
Salary Range:
$70,000 - $115,000 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.
