Head of US Consultant Relations, State Street Global Advisors at State Street in Boston, Massachusetts

Job Description:

Who we are looking for

The institutional asset management industry is evolving. Clients need more than products, they need advice and solutions that help them achieve their goals. State Street Global Advisors is seeking a leader who can excel in that environment and help others on their team do the same.

As the Head of North America Consultant Relations, you will lead all aspects of our business development and relationship management efforts with regional and global consultants in the NA region. You will –

• establish, align and implement coverage and sales plans to maximize the distribution of the full breadth of SSGA products.


• establish a tracking and reporting methodology, with metrics that enhance team effectiveness and permit simple stakeholder reporting, including accurate and timely CRM use.


• build and lead a team of experienced consultant liaisons, providing mentoring, coaching and support that leads to the achievement of the robust activity, established ratings and deep strategic partnerships.


• engage internally across the organization to partner with the product, marketing and investment resources of the firm to address the ever-changing needs of the institutional marketplace.


• engage externally to amplify our voice and reputation in the industry.


• personally own key client relationships as a senior leader of the consultant relations function.

The successful candidate will have an established track record of leading teams, developing and maintaining strong relationships with institutional investors and/or key contacts at the consulting firms, and successfully growing a business.

This is a highly strategic and visible role for the firm’s NA institutional business. This individual will need to be a sophisticated business builder who will develop and implement the strategic plan to strengthen SSGA’s partnerships with the consultant community on a regional and global basis. 

As part of SSGA’s senior leadership team, you will also participate in the development and implementation of the overall strategy and goals of the broader institutional business globally.

Why this role is important to us

The team you will be joining is a part of State Street Global Advisors, one of the biggest asset managers in the world, that provides services to the world’s governments, institutions and financial advisors 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, Target Date and retirement income investing, we are always inventing new ways to invest.

What we value and what you will be responsible for

• Deep understanding of and insight into the NA institutional and consultant relations segment


• Talent to build, motivate and coach high-performing teams


• Ability to build executive-level client relationships, including C-suite engagement, that result in mutually beneficial partnerships


• Existing industry profile and relationships that can accelerate the success of sales initiatives


• Successful experience setting, measuring, meeting and exceeding targets


• Ability to lead, prioritize and execute simultaneous projects and initiatives


• Excellent interpersonal, problem-solving and influencing skills


• Proven ability to form and cultivate positive relationships with clients and internal colleagues


• Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures


• Excellent verbal and written communication skills


• A positive, can-do attitude with the ability to motivate and inspire others

Education & Preferred Qualifications

• 7+ years of experience selling to and/or servicing institutions preferred


• The ideal candidate will have a successful record of developing relationships with relevant investment consultants


• Strong academic credentials including an undergraduate degree; advanced degree and/or CFA a plus.  FINRA Series 7, 63, and 3 are required for the role.

COVID-19 Protocols:  Complying with State Street’s COVID-19 protocols is a condition of employment. Those requirements may vary depending on circumstances and legal requirements, and may include, without limitation, a requirement to be vaccinated (or have an accommodation), to disclose vaccination status, to provide evidence of vaccination status, etc.