Job Description
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We are currently hiring a sales distribution role within State Street Investment Managements' U.S. Wealth Business. In this role, you will work with a team of model distribution professionals to build relationships with financial advisors in the Broker Dealer Channel within the Intermediary Wealth organization. This dynamic team member will be provided with a select list of advisors to penetrate and cultivate relationships with, through digital methods (phone calls, Zoom, etc.) and territory travel, while competitively positioning our suite of model offerings. You should be recognized as a reliable and trusted advisor and champion the Americas Wealth agenda. The position will be a hybrid sales role, with focused travel and time in the office.
As Associate Regional Consultant, Model Portfolios - You will effectively educate clients and prospects on our product line's features and benefits and what differentiates State Street IM 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 IM & 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 State Street IM 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 State Street IM 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.
These Skills Will Help You Succeed In This Role - Bachelor's degree required
- Series 7 and 63 licensed
- Minimum 3-5 years of sales experience
- Strong product knowledge of model portfolios, ETFs, mutual funds, separate accounts, and related products
- Self-motivated individual that can work both independently and within a team structure
- Demonstrate integrity; high energy and motivation to succeed
- Extraordinary verbal and written communication and sales presentation skills
- High energy, motivated individual, with a dedication to excellence
- Ability to learn and adapt quickly while applying creativity
- Focused travel as needed (~70% of the time to be spent in the SSGA home office, remaining 30% traveling to client offices, events, roadshows, etc.)
About State Street What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, were making our mark on the financial services industry. For more than two centuries, weve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow . We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. Youll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Salary Range $80,000 - $132,500 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.
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.
Job ID: R-770872
Seniority level
Seniority level
Not Applicable
Employment type
Employment type
Full-time
Job function
Job function
Consulting, Information Technology, and Sales Industries
Financial Services, Investment Banking, and Investment Management
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Job Tags
Full time, Work at office, Home office, Currently hiring, Flexible hours,