Job description

Regional Sales Relationship Manager – VP

Job Description

Who We Are Looking For

Fund Connect is looking for a Regional Sales Relationship Manager who will help drive client success through strong engagement and exceptional service. In this role, you will manage your own portfolio of client relationships, anticipating, understanding and addressing clients’ day-to-day needs. You will also build strong relationships across the broader sales, operations, legal, compliance and other internal teams that are critical to the end-to-end client lifecycle, from initial contact through onboarding and beyond. We are looking for someone with a consultative, solutions-oriented approach who demonstrates initiative, energy and strong networking skills, and who can build trust and accountability across the existing client base, the money market fund industry and the wider State Street organisation. This role can be performed in a hybrid model, allowing you to balance working from home and the office in line with your needs and the requirements of the role.

Why this role is important to us

The team you will be joining is a part of State Street Global Markets (SSGM). When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM’s number one goal is to enhance and preserve our clients’ portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.

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

What you will be responsible for

• Take overall ownership of the client relationship, acting as the primary client advocate and senior escalation point for client satisfaction.
• Manage the end-to-end client onboarding process, setting clear expectations, coordinating delivery and supporting timely revenue realisation.
• Participate in sales processes and discovery sessions, delivering high-quality demonstrations and presentations.
• Hold regular remote and in-person reviews with assigned clients to maintain satisfaction and ensure alignment with the firm’s services and product offering.
• Develop strong knowledge of industry trends, competitor offerings and clients’ business environments. Share relevant insights and their potential impact on client business models, represent the firm at regional conferences and actively participate in relevant industry activities.
• Develop the strategic positioning of new and existing Fund Connect capabilities, clearly articulating product features, client benefits, investment value and competitive differentiation for target clients.
• Partner with Marketing to develop Fund Connect positioning and effective sales collateral.
• Create an integrated view of Fund Connect products and competitive opportunities through analysis of market participants, client feedback, competitive intelligence, investment trends and industry developments.
• Recommend actions to address product gaps, shape marketing themes and develop competitive campaigns that maximise the strengths of the Fund Connect offering.
• Serve as the local Outsourced Performance Manager (OPM), providing product expertise and local accountability for the relevant arrangement. Responsibilities include conducting initial due diligence on service providers, assessing criticality and risk, ensuring appropriate controls are in place, establishing SLAs, KPIs and KRIs, maintaining ongoing oversight, escalating material contractual breaches and supporting local governance reporting.

Key Characteristics

• Adapt effectively to new or changing requirements, listen objectively and confirm understanding. Remain resilient through obstacles and setbacks, act with urgency and drive issues to resolution. Demonstrate integrity, a strong commitment to results, enthusiasm for the profession and a continuous-improvement mindset. Be self-directed, resourceful and willing to go the extra mile.
• Gather and share competitive intelligence, keeping the Product team informed of relevant market activity.
• Continuously strengthen product knowledge, sales capabilities and efficiency through self-directed learning, company training, education and professional development.

What we value

• A track record showing success in cultivating meaningful client relationships.
• Established and referenced relationships at focus firms within territory.
• Ability to create account plans, actively manage a territory and positively impact Net Promoter Scores.
• Outstanding communication skills (interpersonal, verbal, and written) with the ability to relate to people at all levels. This will include a strong ability to influence and persuade. Listens with objectivity and checks for understanding.
• Self-motivated individuals can work both independently and within a team structure and are willing to go the extra mile with a strong work ethic.
• Strong time management, organizational, detail-orientation, and problem-solving skills with a sense of urgency and desire to outperform goals.
• Conduct business in a profitable, ethical manner while displaying personal and corporate integrity and displays a relentless commitment to win.
• Ability to understand objectives and work independently or in collaboration with internal partners, both horizontally and vertically within the organization, to successfully deliver results.

Education and Preferred Qualifications

• A degree in a related discipline.
• Established and referenced relationships at focus firms within territory

• Ability to create account plans, actively manage a territory and positively impact Net Promoter Scores

• BS/BA and 8+ years of experience leading a product in the financial services industry.
• Experience with Money Market mutual funds is strongly desired plus strong knowledge of global financial markets.
• Strategic thinker able to independently lead initiatives across functions.
• Experience driving business initiatives from concept to implementation strongly desired. Strong execution skills.
• Demonstrated business product strategy expertise with a record of developing and implementing successful product and channel strategies.
• Excellent communicator, experienced in presenting to senior leaders and clients. This will include a strong ability to influence and persuade.
• Conduct business in an ethical manner while displaying personal and corporate integrity.
• Strong time management, organizational, detail-orientation, and problem-solving skills with a sense of urgency and desire to outperform goals
• Ability to understand objective and work independently or in collaboration with internal partners, both horizontally and vertically within the organization to successfully deliver results

Additional Requirements

• Adjust to new, different, or changing requirements. Listens with objectivity and checks for understanding.
• Persist despite obstacles and opposition or setbacks. Conveys a sense of urgency and drives issues to closure. Displays a relentless commitment to win. Displays personal and corporate integrity.
• Demonstrates a passion for profession and a drive to improve. Willing to go the extra mile with a strong work ethic; self-directed and resourceful.
• 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.
• Travel up to 25% may be required.
• Knowledge of additional local language will be considered a plus.

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. 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. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, 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 and veteran status, and other characteristics protected by applicable law.

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Preferred candidate

Years of experience

No experience required

Degree

Bachelor's degree / higher diploma