Broker Dealer Regional Consultant - South Florida, VP II - State Street Investment Management
Core
Build and expand relationships with top financial advisors in the Broker Dealer Channel across South Florida to drive business development, product adoption, and sales execution for U.S. Wealth solutions.
Role type
Senior IC sales consultant (broker-dealer channel)
Builds
Production product features (ETFs, cash strategies, DC solutions, model portfolios)
Domain
Financial services / Investment management
Deliverable
production ML models | product features
Required skills
Investment acumen, sales execution, relationship building, client education, market insights delivery, travel management, internal partnership coordination
Preferred skills
CFA/CIMA designations, 7+ years in investment management, 5+ years in sales/business development within broker-dealer channel
Technologies
ETFs, mutual funds, alternatives, separate accounts, model portfolios
Responsibilities
Own and grow key client and strategic partner relationships with National, Independent and Regional Broker Dealers; Identify client needs and deliver relevant market insights, product information, investment ideas, and sales support; Drive Net New Assets (NNA) and Net New Revenue (NNR) by cultivating new relationships and deepening engagement with existing partners; Lead and coordinate regional travel with key sub-advisory partners and index providers; Develop and activate field-level centers of influence within the Broker-Dealer channel; Partner closely with the Internal Sales Team to deliver comparative analytics, capital markets insights, and actionable investment ideas to clients; Mentor and support internal team members.
Seniority
Senior, hands-on IC