Vice President, Globallink Americas Sales
Current
Sep 2022 - Present
AeroLeads people directory · profile
Stephen Chance Email & Phone Number
Vice President, GlobalLink Americas Sales
at
State Street
1 work email found
@statestreet.com
5 phones found area 609
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Vice President, GlobalLink Americas Sales
Location
New York City Metropolitan Area, United States, United States
Who is Stephen Chance? Overview
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Quick answer
Stephen Chance is listed as Vice President, GlobalLink Americas Sales at State Street, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at statestreet.com, phone signal with area code 609, and a matched LinkedIn profile for Stephen Chance.
Stephen Chance previously worked as Head of Sales, Sr. Director at Ss&C Technologies and Vice President, Director of Sales & Relationship Management at State Street. Stephen Chance holds B.S., Finance With Minor In Economics from Penn State University.
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{first}.{last}@statestreet.com
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Profile bio
About Stephen Chance
At Work:Stephen is responsible for directing the business development activities within the Insurance and Asset Owner market segments for the SS&C Institutional & Investment Management division.Prior to SS&C Stephen was responsible for introducing the full menu of products and services available within State Street Corporation to prospective new clients and existing client relationships within the buy-side financial marketplace. With year over year success of selling new logo business and expanding State Street's client roster he has developed a well respected reputation in the industry. Stephen is known for both his consultative and relational approach to business development. It’s common to hear feedback that he was a pleasure to work with throughout the sales process. Stephen began his career working for the pioneer of separately managed accounts, Lockwood Financial Services. Fresh off his success he then embarked on a financial startup opportunity with Bullrun Financial, a performance attribution and risk measurement company focused on the institutional buy-side market, where he was in charge of Sales, Relationship Management & Marketing. Stephen’s talents were well known throughout the industry at the time he was recruited to join the upstart Albridge Solutions, the leader in enterprise data consolidation and performance reporting for the independent advisor community. Here Stephen single handedly opened and developed the 40 Act channel into a profitable line of business.Stephen holds a B.S. in Finance with a minor in Economics from The Smeal College of Business, The Pennsylvania State University. At Play:Outside of work Stephen’s family is his main passion. Together with his wife and three children their time is spent between community events, volunteering, traveling, athletic endeavors, going to the beach or working around the house.
Listed skills include Financial Services, Investments, Portfolio Management, Lead Generation, and 30 others.
Current workplace
Stephen Chance's current company
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6 roles
Stephen Chance work experience
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Head Of Sales, Sr. Director
- Head of sales for both SS&C EVOLV as well as U.S. Insurance market for I&IM division
- Manage and oversee new logo sales team of five—recruit, train, mentor
- Revenue growth responsibility—oversee all aspects of sales process from lead generation to contract
- Set performance goals for sales team and monitor their progress
- Top ranked new logo salesperson (2020 & 2021) within insurance and asset owner channels
- Oversaw the rollout of SS&C Singularity (SaaS) to the buy side marketplace for the first investment accounting application powered by smart technologies (AI, RPA, machine learning)
Mar 2019 - Sep 2022
Vice President, Director Of Sales & Relationship Management
- Directed the sales and marketing initiatives for the Eastern US, Canada & Offshore regions
- Top ranked salesperson for new logos in six consecutive years (2014-2019) while exceeding multi-million-dollar quota annually including $5M+ recurring revenue each of last 3 years
- Managed Inside Sales team of three and responsible for qualified lead generation
- Focus on Buy-Side financial institutions with an emphasis on insurance companies, asset managers, hedge funds, and fund administrators
- Present and sell to C-level contacts integrated solutions encompassing a front to back suite of services including investment accounting, performance, compliance, and data warehousing
- Responsibilities include qualified lead prospect generation, client meetings, RFP’s, managing onsite workshops, proposal development and contract negotiation through contract signing
Jul 2011 - Mar 2019
Vice President Of Sales
Bny Mellon | Albridge
- Direct the sales and marketing initiatives within the Independent Broker Dealer & Registered Investment Advisor market: Consultants, Asset Managers, Family Offices & Financial Advisors
- Successfully developed the RIA sales channel into a profitable line of business
- Top Salesperson within independent advisor channel for 2007, 2008, 2009, 2010 in Total Revenue
- Responsible for selling into firms such as Jefferies & Co., Raymond James, Schwab Institutional, Pershing, Fidelity, TD Ameritrade
- Accountable for selling a premium priced Portfolio Management Solution consisting of both enterprise data management and consolidated performance reporting
- Manage the full sales process for a prospect from profiled lead generation to the successful closing of business via a signed contract
Sep 2006 - Jul 2011
Vice President Of Sales
- Top ranked salesperson in Total Revenue and Closed Contracts over each year: 2004, 2005, 2006
- Responsible for selling investment analytics, performance reporting and attribution analysis to Institutional and Independent financial professionals: investment consultants, portfolio managers, research analysts.
- Developed and executed a business plan for specific market segments: RIA, Institutional: Fund of Funds, Consultants
- Responsible for accounts such as: Wachovia Securities, Raymond James, Schwab Institutional, SunGard Asset Management, Morgan Keegan, TD Ameritrade, Fidelity Investments
- Initiate contact with prospects by attending industry conferences, conducting individual and group meetings, client events, referrals, and prospecting calls
- Developed current mass marketing strategy for the firm utilizing CRM tools and a contact database
Oct 2003 - Sep 2006
Business Development
- Proactively sold separately managed accounts (SMA’s) and a full wealth management services platform to the independent advisor marketplace (RIA, IAR, independent broker-dealer representatives)
- Consistently ranked in the top tier of monthly and annual sales and asset growth
- Fostered and maintained relationships with investment professionals by leading clients and qualified leads through the Lockwood process after acquiring investment proposals for high net worth cases
- Traveled throughout the country conducting road shows and individual advisor appointments
- Generated leads through cold calling campaigns and direct marketing initiatives
Feb 2001 - Oct 2003
3 education records
Stephen Chance education
B.S., Finance With Minor In Economics
Penn State University
Regents Diploma, Honors/Regents High School/Secondary Diploma Program
Niskayuna High School
Education record
Sycamore High School
FAQ
Frequently asked questions about Stephen Chance
Quick answers generated from the profile data available on this page.
What company does Stephen Chance work for?
Stephen Chance works for State Street.
What is Stephen Chance's role at State Street?
Stephen Chance is listed as Vice President, GlobalLink Americas Sales at State Street.
What is Stephen Chance's email address?
AeroLeads has found 1 work email signal at @statestreet.com for Stephen Chance at State Street.
What is Stephen Chance's phone number?
AeroLeads has found 5 phone signal(s) with area code 609 for Stephen Chance at State Street.
Where is Stephen Chance based?
Stephen Chance is based in New York City Metropolitan Area, United States, United States while working with State Street.
What companies has Stephen Chance worked for?
Stephen Chance has worked for State Street, Ss&C Technologies, Bny Mellon | Albridge, Bullrun Financial, and Lockwood Advisors, Inc..
How can I contact Stephen Chance?
You can use AeroLeads to view verified contact signals for Stephen Chance at State Street, including work email, phone, and LinkedIn data when available.
What schools did Stephen Chance attend?
Stephen Chance holds B.S., Finance With Minor In Economics from Penn State University.
What skills is Stephen Chance known for?
Stephen Chance is listed with skills including Financial Services, Investments, Portfolio Management, Lead Generation, Management, Selling, Business Development, and Asset Management.
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