Portfolio Solutions Sales, VP jobs in United States
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State Street · 2 months ago

Portfolio Solutions Sales, VP

State Street is a leading financial services provider that helps institutional investors manage risk and drive performance. The Portfolio Solutions Sales VP will be responsible for advancing the firm’s Outsourced Trading and related offerings, focusing on client acquisition and relationship management across various portfolio solution products.

BankingFinanceFinancial Services

Responsibilities

Growing our Outsourced Trading client base by creating a pipeline of clients through prospecting, relationship management, referrals and cross-selling
Selling both electronic and cash equity execution capabilities to asset managers, asset owners and hedge funds
Originate new Fixed Income and Derivatives opportunities
Help grow our highly successful Currency Management and Transition Management franchises
Work in close partnership with other products owners to cross-sell Charles River, Prime Brokerage, FX, Financing Solutions, and Research services
Develop close working relationships with portfolio managers, traders and technology staff

Qualification

Capital Markets experienceDirect sales experienceOrder Management SystemsOutsourced Trading expertiseEquity Trading knowledgeGlobal market structureRelationship managementBachelor's DegreeSeries 763 licensesCommunication skills

Required

Minimum 5 to 7 years of experience in the Capital Markets
Minimum 5 to 7 years of direct sales and functions with asset managers, asset owners and hedge funds
Deep understanding of Order Management Systems (OMS) functionality
Previous expertise in Outsourced Trading & Equity Trading including buy side vendor OMS/EMS, FIX connectivity, and other aspects of Equity and Fixed Income Trading
Demonstrated track record of success in growing outsourced trading and agency brokerage businesses
Possess a firm understanding of Global multi asset class market structure and best execution standards
Able to work in a fast paced, market-driven, environment and be dynamic in your approach
Desire to build relationships across internal divisions to uncover opportunities to position offerings with internal clients
Exhibit excellent written and verbal communication skills including the ability to easily and comfortably communicate with individuals, groups and clients
Series 7 and 63 licenses
Bachelor's Degree or equivalent
Travel up to 50% for client interactions

Benefits

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)
Eligibility for certain tax advantaged savings plans

Company

State Street

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State Street offers a range of financial services, including investment management, research and trading, as well as asset management.

Funding

Current Stage
Public Company
Total Funding
$12.05B
2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M

Leadership Team

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Ronald O'Hanley
Chairman and Chief Executive Officer
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Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
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Company data provided by crunchbase