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Associate Regional Consultant - Broker Dealer, AVP

State Street
United Statesfull_timeVerifiedPosted 27 Jan 2025
💰 $132,500/yr($80,000/yr$132,500/yr)

About the role

We are currently hiring a sales distribution role within State Street Global Advisors Americas Wealth Group. In this role, you will work with a team of external and internal wholesalers in an effort to build relationships with financial advisors in the Broker Dealer Sales Channel. This dynamic team member will be provided with a select list of geographies to penetrate and cultivate relationships with, largely through digital methods (phone calls, Zoom, email, etc.) while competitively positioning our suite of offerings. You should be recognized as a reliable and trusted advisor and champion the Americas Wealth Group agenda.

As a Broker Dealer Associate Regional Consultant, you will:

  • You will identify the needs of our clients varying business practices and regularly provide compelling solutions, market insights, investment ideas, and sales support
  • You will have a keen investment acumen and operate as an expert on State Street Global Advisors & SPDR ETFs portfolio management expertise, maintaining a deep knowledge of positioning, holdings and investment results. You will effectively educate clients and prospects on our product line's features and benefits and what differentiates us from our competitors.
  • You will personally own and be accountable for key clients and strategic partnerships across the Broker Dealer market including National Broker Dealers, Regional Broker Dealers and Independent Broker Dealers.
  • You will cultivate new and existing relationships, driving Net New Revenue and Net New Assets with the highest areas of concentrated wealth within the channel.
  • You will be responsible for leading and coordinating travel throughout the Region with various partner firms and index providers including Nuveen, Blackstone Credit, World Gold Council, DoubleLine Capital, MSCI, and S&P.
  • You will build and maintain relationships with key internal business partners, including Internal Sales, Marketing, Research, and Client Enablement Teams to effectively deliver SSGA and SPDR ETF resources to clients, including comparative analytics, capital markets insights and actionable investment ideas.
  • You will facilitate an understanding of State Street Global Advisors and its strategy and priorities.
  • You will deliver risk excellence and comply with the sales supervision culture that demonstrates and promotes the highest ethical standards.
  • You will demonstrate initiative to continuously hone sales skills and pursue professional development. 
     

These skills will help you succeed in this role:

  • Bachelor's degree required
  • Series 7 and 63 licensed
  • CFA, CIMA, or MBA strongly preferred
  • Minimum 3-5 years of investment experience
  • Strong product knowledge of ETFs, mutual funds, separate accounts and related products
  • Self-motivated individual that can work both independently and within a team structure
  • Demonstrate integrity; high energy and motivation to succeed
  • Extraordinary verbal and written communication and sales presentation skills
  • High energy, motivated individual, with a dedication to excellence
  • Ability to learn and adapt quickly while applying creativity
  • Limited travel as needed (approx. 25%)
  • Hybrid Office Policy (4 days/ week in office)
     

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street Global Advisors

What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.

Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of d

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Company

State Street

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