National Accounts Associate, Officer - Defined Contribution Intermediary

National Accounts Associate, Officer – Defined Contribution Intermediary - State Street Investment Management We are seeking a highly motivated National Accounts Associate to join our Defined Contribution (DC) Intermediary Sales Team within the U.S. Wealth organization. This role plays a key part in driving growth across intermediary relationships, including recordkeepers, aggregators, and third‑party trust companies. The individual will partner closely with senior national account managers, regional consultants, and cross‑functional teams to support and execute strategic sales initiatives, with a focus on increasing market share and advancing business growth within the DC Intermediary channel. Due to the role requirements this job needs to be performed primarily in the office with some flex work opportunities available. As a National Accounts Associate, you will: Support senior DC National Account Managers in executing business plans and sales strategies across key DC intermediary partners, including recordkeepers, aggregators, and third‑party trust companies. Assist in developing and maintaining strong relationships with key home office decision makers and platform partners, supporting ongoing engagement efforts and helping coordinate responses to client needs. Coordinate and support strategic partnership initiatives across key DC Intermediary platforms including co‑manufactured solutions, pricing strategies, and platform‑specific opportunities. Maximize potential of regional consultants through collaborative planning and sales strategy execution. Coordinate and conduct presentations, product training, RPFs/RFIs, and due diligence meetings to educate clients on our investment strategies, performance, and competitive advantages. Prepare meeting agendas, presentation materials, and due diligence documentation to support effective client engagement. Monitor platform developments, competitive activity, and industry trends, helping identify opportunities and providing support for business planning and sales initiatives. Support collaboration efforts across the DC Intermediary team and broader US Wealth organization to advance key strategic priorities and client initiatives. Skills & Qualifications Bachelor’s degree required Series 7 and 63 licenses required Minimum of 1-3 years of experience in asset management, financial services, retirement services, institutional sales support, relationship management, or a related field Understanding of Defined Contribution Intermediary distribution ecosystem, including recordkeepers, aggregators, and third‑party trust companies Familiarity with investment products and retirement solutions, including Target Date Funds, Collective Investment Trusts (CITs), index-based strategies, and multi-asset solutions Demonstrated ability to manage multiple priorities, work collaboratively across teams, and contribute within a matrixed organization Strong organizational, analytical, written, and verbal communication skills Self-starter with strong attention to detail and the ability to work effectively in a fast-paced environment Salary Range: $65,000 - $113,750 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our 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); and, eligibility for certain tax advantaged savings plans. For a full overview, visit About State Street 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. Equal Opportunity 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. Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. End Date: September 30, 2026 For further information, and to apply, please visit our website via the “Apply” button below. #J-18808-Ljbffr State Street