State Street Senior Cash Sales Representative in San Francisco, California

Senior Cash Sales Representative -- State Street Global Advisors

Role Description:

State Street Global Advisors (SSGA) is currently looking for an experienced Senior Cash Sales Representative in our direct institutional channel. This is an opportunity to work with SSGA and the global cash management product line. SSGA currently runs approximately $2.5 trillion in assets and is a leading cash management provider with approximately $350 billion in cash assets.

We are seeking a driven, self-motivated and team oriented individual to help build and grow relationships with financial institutions within the territory.

Key Responsibilities will include:
  • Market SSGA’s global institutional cash management products and solutions to financial institutions located in the West Coast territory.
  • Deliver sales presentations and seminars, and conduct meetings with financial intermediary, finance or investment staff.
  • Work as a team with a Regional Sales Analyst/Associate to effectively cover the region.
  • Commit to the team on a regular basis to help cultivate an environment of partnership and collaboration.
  • Report activities and sales opportunities on time to the CRM system.
  • Operate within a budget while maximizing time and resources.
  • Remain abreast of industry and market trends, including competitive analysis, to ensure that we are delivering the highest quality service to our clients.

Critical Success Factors: 7 years financial institution cash management sales experience with an asset manager, broker/dealer or bank. Significant experience selling money market funds, custom cash separately managed accounts and other short-term fixed income investments strongly preferred.

  • You currently have strong existing relationships and the ability to develop new relationships in order to drive sales and increase SSGA cash management products adoption are critical.
  • You have a deep understanding of cash management investing and corporate finance, as well as short-term fixed income and cash/money markets is critical.
  • You have extensive written and interpersonal skills.
  • You have extraordinary sales presentation skills.
  • You are passionate about your work, consider yourself a high energy, motivated individual with dedication to excellence.
  • You have the ability to travel extensively and work effectively with limited direct supervision.
  • Strong analytical skills and ability to prioritize multiple responsibilities to meet deadlines.
  • Ability to work in a team environment is essential.
Licenses / Education:
  • BA/BS degree required
  • FINRA Series 7 and 66 (or 63 & 65) required
  • Completion or progress towards a CFA is a plus
  • Clean U-4

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

  • Posted 8 Days Ago
  • Full time
  • R-574490