Associate Regional Consultant, Model Portfolios – US Wealth, AVP
Hybrid
Core
Build and deepen relationships with financial advisors in the Broker Dealer channel to drive adoption of SSIM Model Portfolios and SPDR ETFs.
Role type
Associate Regional Consultant (Sales Distribution)
Builds
Model portfolio offerings and ETF solutions for financial advisors
Domain
US Wealth Management / Broker Dealer
Deliverable
product features
Required skills
investment acumen, product knowledge of model portfolios and ETFs, relationship building, sales execution, client education
Preferred skills
3-5 years investment experience in Broker Dealer channel, CFA or CIMA certification
Technologies
N/A
Responsibilities
Cultivate advisor relationships to drive net new assets and revenue, deliver market insights and investment ideas, coordinate regional travel with partners, promote firm strategy at industry events
Seniority
Mid-level, individual contributor