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Intermediary Sales Switzerland, State Street Investment Management, Vice President I

Drive market share growth by expanding intermediary client relationships in Switzerland
Zurich, Zurich, Switzerland
Senior
1 week ago
State Street

State Street

A global financial services provider offering investment management, research, trading, and financial data analytics for institutional investors.

56 Similar Jobs at State Street

Intermediary Sales Professional

We are looking for a dedicated and sales driven Intermediary Sales professional to join our Swiss team. In this role, you will play a pivotal part in expanding the intermediary distribution network of State Street Investment Management, with a particular focus on promoting our investment solutions across asset classes, including ETFs, mutual funds (active & passive), and cash solutions.

Reporting directly to the Head of Switzerland Intermediary business - you will have the opportunity to operate within a multi-cultural team covering the German-, French and Italian speaking regions of Switzerland. Furthermore, you will navigate a very dynamic work environment and collaborate with cross-functional teams to ensure the successful delivery of tailored investment solutions to our intermediary clients. This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

The team you will be joining is a part of State Street Investment Management, one of the largest asset managers in the world. We partner with many of the world's largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. 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 Sales you will:

  • Strategic Thinking and Sales Strategy: Develop and execute our sales strategy to promote our product offerings within the Swiss market, driving revenue growth and meeting key business objectives.
  • Client Relationships: Build and manage long-term relationships with financial intermediaries, including asset managers, wealth managers, private banks, platforms and family offices, to ensure alignment with their needs and expectations.
  • Market Development: Identify new business opportunities within the intermediary space and leverage your network to drive product adoption and increase our market share.
  • Project Coordination – Oversee RFP processes, client onboarding and coordinate projects related to client reporting and ongoing management post onboarding to ensure seamless service delivery. You will also participate in cross regional and strategic initiatives.
  • Collaboration: Develop a "One State Street" approach and partner closely with Capital Markets, Strategy, Product and Marketing teams to identify market themes and ensure the alignment of messaging and product positioning within the market.
  • Client Engagement: Deliver high-quality client service, providing ongoing support and communicating investment ideas and research effectively to clients and prospects.

What we value

These skills will help you succeed in this role:

  • Experience: A minimum of 6+ years of experience in asset management sales, with a focus on intermediary clients and a strong track record of success in promoting Active & Passive mutual funds, ETFs, and cash products.
  • Language Skills: Fluency in at least two country languages with preference in Swiss-German.
  • Client-Centric Approach: Strong relationship management skills with experience working with wealth managers, private banks, and financial advisors.
  • Market Knowledge: In-depth understanding of the Swiss financial landscape and intermediary distribution channels.
  • Technical Proficiency: Ability to analyse and interpret market trends, product data and clients insights to inform sales strategies.
  • Communication: Excellent communication and presentation skills, with the ability to articulate complex investment strategies in a clear and compelling manner.
  • Adaptability: Ability to respond effectively to changing market dynamics and proactively anticipate client needs.
  • Collaboration: Strong interpersonal skills to work effectively with cross-functional teams and contribute to a collaborative work environment.
  • Attentive to detail with an ability to look critically at a problem and proposed solutions
  • Strong commercial mindset and ability to breakdown barriers to achieve financial goals
  • Positive attitude, strong work ethic, ability to execute independently yet also maintain strong team orientation

Education & Preferred Qualifications

  • Strong Client Facing and/or Investment experience in the asset management industry of 6+ years.
  • Advanced degree in Business or Finance and/or CFA designation preferred
  • Confirmed ability to develop and execute successfully on strategic sales plans.
  • Experience operating in a dynamic environment while managing various stakeholder needs and overall business risk factors

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.

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Intermediary Sales Switzerland, State Street Investment Management, Vice President I
Zurich, Zurich, Switzerland
Sales
About State Street
A global financial services provider offering investment management, research, trading, and financial data analytics for institutional investors.