Internal Sales Consultant, Officer - US Wealth – State Street Investment Management
Core
Drive business with intermediary clients (Broker Dealer and RIA channels) by partnering with Regional Consultants to expand market share and grow distribution of investment solutions.
Role type
Internal Sales Consultant (Wealth Management)
Builds
Investment solutions including ETFs, model portfolios, direct indexing, cash strategies, and DC solutions
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Territory planning, team-based selling, proactive client outreach, relationship building, risk excellence
Preferred skills
Investment management experience, FINRA licenses (SIE, Series 7, 63), wealth management background, professional designations (CFA, CFP, CIMA, MBA)
Technologies
Phone, email, video conferencing, virtual meetings
Responsibilities
Develop and execute territory business plans, orchestrate team-based selling approaches, deliver exceptional client experience through multi-channel engagement, foster internal and external partnerships
Seniority
Mid-level (2-4 years experience preferred)