Intermediary Relationship Manager, Investment Management, Vice President II

Who We Are Looking For
This role is a fantastic opportunity to join the talented and dynamic State Street Investment Management Intermediary Client Coverage Team.

In this role, your key mission would be to develop and implement strategies to drive sales of locally domiciled SPDR ETFs, unlisted managed funds and the State Street ETF model portfolios across our key client segments: Financial Intermediaries including and not limited to financial advisers, IFAs, brokers, private wealth managers, private banks, family offices and asset managers. In this context you will be partnering with our local marketing and strategy teams to maximise our efforts.

This is a great opportunity to operate in a team friendly environment where you would work collaboratively to promote our range of ETFs and managed funds in Australia. Together we will continue to build a
client focused, collaborative and dynamic
sales culture.

Why this role is important to us
The team you will be joining is a part of State Street Investment Management, one of the largest asset managers in the world, that provides services to the world's governments, institutions and financial intermediaries across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.

Join us if making your mark in the asset management industry from day one is a challenge you are up for.

What You Will Be Responsible For
As Intermediary Relationship Manager VP II, you will

• Develop and execute strategies to drive sales of locally domiciled ETFs, unlisted managed funds and the State Street ETF model portfolios across key client groups within the Financial Intermediaries segment,
• Build and maintain a book of business with key clients.
• Identify and anticipate client requirements, expectations and needs.
• Clearly communicate SPDR ETFs and fund investment ideas and research to clients and prospects.
• Execute sales campaigns and dynamically involve clients on major State Street Investment Management initiatives (seminars, events, surveys) while promoting excellent and positive teamwork and culture at all times.
• Collaborate with the Product Team to provide input into new product ideas/product enhancements.
• Partner closely with the marketing team to design, elaborate and execute sales strategies; and
• Remain abreast of industry and product trends (including competitive analysis) to ensure SSGA and SPDR is strongly positioned in the Australian market.

What We Value
These skills will help you succeed in this role

• Successful Sales track record (ideally with ETFs) and advanced client relationship management skills.
• Strong knowledge and understanding of portfolio construction and asset allocation including SAA and TAA
• Strong business instincts, good judgment and creative mind-set.
• Demonstrated ability to provide fresh insights and new ways of approaching issues based on past experiences, a global perspective, and well-articulated facts and reasoning.
• Confirmed dedication to risk, compliance, governance and regulation policies and procedures.
• Strong analytical skills and ability to prioritise multiple responsibilities to meet deadlines.
• Ability to build positive relationships with internal and external clients; and
• Willingness to assume responsibility and take ownership of tasks assigned.

Education & Preferred Qualifications

• Strong client-facing skills with investment experience in the asset management industry, (preferably ETFs) for part or all financial services career.
• Has operated at a mid-level in strategic sales, marketing and client relationship management for an extended period of time i.e years plus.
• Current RG146 qualifications.
• Understands the range of Intermediary market segments and brings knowledge and relationships across investment platforms and investments.
• Confirmed ability to develop and execute successfully on strategic sales plans through one on one and one to many activities.
• Confirmed client relationships and experience in developing strong relationships across client segments – ideally in Victoria region.
• Ability to manage key business metrics and targets (activity, asset gathering/ retention targets) plus track record to demonstrate sustained success.
• Degree qualified or equivalent with a financial or analytical discipline preferred; and
• Current RG146 qualifications.

Additional Requirements
What we need you to be/ possess:

• Strong communication and leadership skills.
• Confident, enthusiastic and solution-oriented mind-set.
• Strong technical ability with investment industry knowledge.
• Ability to work well within a team with strong organisational skills.
• Positive, entrepreneurial and can-do attitude.
• Willingness to roll up sleeves and navigate complexity.
• Aligned with State Street's culture of corporate citizenship; and
• Desire to work in a diverse, multi-cultural environment and for an equal opportunity employer.

About State Street
What we do.
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

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.

Discover more at

Job ID: R-770714