Who we are looking for
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.
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. 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 to cross regional and strategic initiatives.
- Collaboration: You will 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
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 Investment Management
What We Do. As the asset management arm of State Street Corporation, State Street Investment Management 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 Investment Management 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 Investment Management
#LI-Hybrid
