ETF Sales Associate, Officer - State Street Global Advisors jobs in United States
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State Street Investment Management · 1 day ago

ETF Sales Associate, Officer - State Street Global Advisors

State Street Global Advisors is a premier asset management firm looking for an ETF Sales Associate to join their ETF Sales Desk. The role focuses on driving business with clients in concentrated wealth areas, collaborating with external consultants, and delivering excellent client service through various digital mediums.

FinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Sales planning: in conjunction with the external Regional Consultant, align and execute territory business plans to improve the distribution of SPDR ETFs among financial advisors
Sales process: orchestrate a team selling process, using the expertise and resources within SPDR and State Street Global Advisors to deliver a full array of solutions
Client coverage: deliver excellent client service and quality outbound client engagement activity through multiple digital mediums (WebEx, Conference Calls, Phone Calls, Emails)
Business leadership: deliver risk excellence and support the business as a whole through internal and external relationship development

Qualification

Series 7Series 63Financial services experienceInvestment products knowledgeWealth management experienceCIMA progressCFA progressCFP progressMBA progressIntermediary relationshipsIntellectual curiosityCommunication skills

Required

Series 7 and 63 preferred
Bachelor's degree, Masters or other advanced degree preferred
At least 3+ years financial services experience
Superior oral and written communication skills
A strong familiarity of investment products and services, knowledge of ETFs a plus
Willingness and ability to travel periodically

Preferred

Experience in wealth management industry
Familiarity with State Street and/or SPDR ETFs
Progress towards CIMA, CFA, CFP, MBA and/or advanced degree
Existing relationships within the intermediary channel are useful, but not required
Intellectual curiosity and genuine interest in the industry and capital markets

Benefits

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)
Eligibility for certain tax advantaged savings plans
Paid volunteer days

Company

State Street Investment Management

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About State Street Investment Management At State Street Investment Management, we have been delivering better outcomes to institutions, financial intermediaries, and investors for nearly half a century.

H1B Sponsorship

State Street Investment Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (343)
2024 (346)
2023 (258)
2022 (319)
2021 (311)
2020 (314)

Funding

Current Stage
Late Stage

Leadership Team

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Stephen Richard Yeats
Global Head of Systematic Fixed Income / UK CEO
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A
Anna Paglia
Executive Vice President, Chief Business Officer
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Company data provided by crunchbase