Internal Sales Consultant, Officer - US Wealth – State Street Investment Management
Core
Drive business with intermediary clients within Broker Dealer and RIA channels to increase market share for SSIM's investment solutions.
Role type
Internal Sales Consultant (Wealth Management)
Builds
Distribution of SSIM's 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, risk excellence, relationship building
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)