Apply on Employer Site

State Street · 1 week ago

Associate Regional Consultant - Model Portfolios, AVP - State Street Investment Management

Scottsdale

Full-time

Hybrid

Mid Level

$70K/yr - $130K/yr

3+ years exp

State Street is a leading investment management firm that helps institutional investors manage risk and drive performance. They are currently seeking an Associate Regional Consultant to build relationships with financial advisors and drive sales of model portfolios and SPDR ETFs in the Broker Dealer Channel.

BankingFinanceFinancial Services

Responsibilities

You will effectively educate clients and prospects on our product line's features and benefits and what differentiates SSIM from our competitors with a primary focus on model portfolios and a secondary focus on individual SPDR ETFs

You will identify the needs of our clients varying business practices and regularly provide compelling solutions, market insights, investment ideas, and sales support

You will have a keen investment acumen and operate as an expert on State Street Investment Management & SPDR ETFs portfolio management expertise, maintaining a deep knowledge of positioning, holdings, and investment results

You will personally own and be accountable for key clients, prospects, and CIOs across the Intermediary Wealth organization

You will cultivate new and existing relationships and drive overall Net New Revenue and Net New Assets in SSIM Model Portfolios

You will be responsible for leading and coordinating travel throughout the region with various partner firms including TAMP and advisory platform partners. Additionally, coordinate partner travel with internal and external SSIM distribution partners

You will build and maintain relationships with key internal business partners, including Internal & External Sales, Marketing, Research, and Client Enablement Teams to effectively deliver model resources to clients, including comparative analytics, capital markets insights and actionable investment ideas

You will facilitate an understanding of the Americas Wealth business and its strategy and priorities

You will deliver risk excellence and comply with the sales supervision culture that demonstrates and promotes the highest ethical standards

You will demonstrate initiative to continuously hone sales skills and pursue professional development, inclusive of the effective use of business intelligence/data to drive NNA and ANNR

Qualification

Series 7 licensedSeries 63 licensedSales experienceModel portfolios knowledgeETFs knowledgeMutual funds knowledgeCommunication skillsTeam collaborationSelf-motivatedIntegrityAdaptability