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

About the role

We are currently hiring an Associate Regional Consultant, Model Portfolios within State Street Investment Management’s U.S. Wealth Business. This role involves working with a team of model distribution professionals to build relationships with financial advisors in the Broker Dealer Channel within the Intermediary Wealth organization.

Responsibilities

• 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.
• Identify the needs of our clients varying business practices and regularly provide compelling solutions, market insights, investment ideas, and sales support.
• Own and be accountable for key clients, prospects, and CIOs across the Intermediary Wealth organization.
• Cultivate new and existing relationships and drive overall Net New Revenue and Net New Assets in SSIM Model Portfolios.
• Lead and coordinate travel throughout the region with various partner firms including TAMP and advisory platform partners.
• 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.
• Facilitate an understanding of the Americas Wealth business and its strategy and priorities.
• Deliver risk excellence and comply with the sales supervision culture that demonstrates and promotes the highest ethical standards.
• 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.

Requirements

• 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.
• Focused travel as needed (~70% of the time to be spent in the SSIM home office, remaining 30% traveling to client offices, events, roadshows, etc.).

Qualifications

• 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.

Skills

• 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.
• Focused travel as needed (~70% of the time to be spent in the SSIM home office, remaining 30% traveling to client offices, events, roadshows, etc.).

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.

Pay

$70,000 - $130,000 Annual

Schedule

The position is a hybrid sales role, with focused travel and time in the office.