Associate Regional Consultant, Model Portfolios – US Wealth, AVP
About The Position
We are currently hiring for a sales distribution role within the Client Coverage Group at State Street Investment Management (SSIM). The Associate Regional Consultant, Model Portfolios – US Wealth, AVP will join our U.S. Wealth team and work alongside a team of model distribution professionals to build and deepen relationships with financial advisors across the Broker Dealer channel. The Associate Regional Consultant, Model Portfolios – US Wealth, AVP will be responsible for developing and managing a select group of advisor relationships, with a focus on driving engagement and adoption of our model portfolio offerings. The role will combine digital engagement, including phone and virtual meetings, along with travel across the territory to build relationships and identify sales opportunities. The successful candidate will serve as a trusted resource to financial advisors, develop a strong understanding of their investment needs, and effectively position our model portfolio capabilities. The position will be a hybrid sales role, with focused travel and time in the office.
Requirements
- Bachelor's degree required.
- Series 7 and 63 licensed required (must be obtained by start date).
- 3-5 years of investment experience is preferred, ideally within the Broker Dealer channel.
- Strong investment acumen and product knowledge of model portfolios, ETFs, mutual funds, separate accounts, and related products.
- Proven ability to work independently and collaboratively in a fast-paced, client-facing environment
- Excellent communication, presentation, and relationship-building skills
- Demonstrated leadership, initiative, and a commitment to excellence
- Ability to adapt quickly, think creatively, and execute with precision
- High integrity, strong work ethic, and a results-driven mindset
Nice To Haves
- CFA or CIMA preferred
Responsibilities
- Own and grow a defined subset of financial advisor relationships within the Broker Dealer channel, using a combination of digital engagement and focused territory travel to cultivate relationships and drive adoption of SSIM Model Portfolios
- Identify client needs across a range of business practices and deliver relevant market insights, product information, investment ideas, and sales support on a consistent basis.
- Demonstrate strong investment acumen and act as an expert on SSIM solutions, with a primary focus on SSIM Model Portfolios and a secondary focus on SPDR ETFs.
- Educate clients and prospects on product positioning, holdings, and investment results, and clearly articulate what differentiates SSIM from competitors.
- Drive net new assets (NNA) and net new revenue (NNR) by cultivating new relationships and deepening engagement with existing partners, with a primary focus on SSIM Model Portfolios.
- Lead and coordinate regional travel with key TAMP and advisory platform partners, as well as internal and external SSIM distribution partners.
- Build and maintain strong relationships with key internal business partners, including External Regional Consultants, Internal Sales, Product, Marketing, Research, Capital Markets, Events, and Business Intelligence to effectively deliver SSIM resources and capabilities to clients.
- Promote awareness and understanding of SSIM’s strategy, priorities, and investment capabilities in client meetings, conferences, and industry events.
- Demonstrate risk excellence and uphold the highest ethical standards in all client and internal interactions.
- Pursue continuous improvement by refining sales skills and engaging in ongoing professional development.
Benefits
- retirement savings plan (401K) with company match
- insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- access to our Employee Assistance Program
- incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
- eligibility for certain tax advantaged savings plans
- inclusive development opportunities
- flexible work-life support
- paid volunteer days
- vibrant employee networks
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
