Associate Regional Consultant, Model Portfolios - US Wealth, AVP, State Street Investment Management
Core
Sales distribution role building and deepening relationships with financial advisors in the Broker Dealer channel to drive adoption of SSIM Model Portfolios.
Role type
Associate Regional Consultant (Sales)
Builds
SSIM Model Portfolios and SPDR ETFs
Domain
US Wealth Management / Broker Dealer
Deliverable
product features
Required skills
investment acumen, product knowledge of model portfolios/ETFs/mutual funds, relationship building, client education, sales execution
Preferred skills
CFA or CIMA, 3-5 years investment experience in Broker Dealer channel
Technologies
N/A
Responsibilities
Own and grow a defined subset of financial advisor relationships; Identify client needs and deliver market insights and investment ideas; Educate clients on product positioning and differentiation; Drive net new assets and revenue; Lead and coordinate regional travel with partners; Build relationships with internal business partners; Promote SSIM strategy at industry events.
Seniority
Mid-level, individual contributor