Broker Dealer Regional Consultant – Minnesota & Wisconsin, VP - State Street Global Advisors
State StreetAbout the role
We are currently hiring for a leadership 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 top financial advisors in the Broker Dealer Channel as well as provide valuable client solutions to assist advisors in growing their business using State Street's investment products. You should be recognized as a reliable and trusted advisor and champion the Americas Wealth Group agenda.
The position will be based out of Minneapolis, MN.
As a Broker Dealer Regional Consultant:
- You will personally own key client and strategic partner relationships as a member of the Americas Wealth Group. The position will cover National, Independent and Regional Broker Dealers across Minnesota & Wisconsin.
- You will identify the needs of our clients varying business practices and regularly provide meaningful market insights, product information, 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 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 the World Gold Council, DoubleLine Capital, Blackstone Credit, Bridgewater Associates, Nuveen, MSCI, and S&P.
- You will build and maintain relationships with key internal business partners, including Hybrid Sales, 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 partner with an Internal Sales Team to effectively deliver SPDR ETF and State Street Global Advisor 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 mentor and groom internal peers on the team.
- 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
- Investment industry designations such as Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) desired
- Minimum 7 years of experience in the investment management industry with 5 years in Sales/Business Development
- Strong technical ability and investment acumen
- Strong product knowledge of ETFs, alternatives, mutual funds, separate accounts and related products
- Self-motivated individual that can work both independently and within a team structure
- Demonstrates integrity, dedication to excellence and motivation to succeed
- Strong leadership skills
- Extraordinary verbal and written communication and sales presentation skills
- Ability to learn and adapt quickly while applying creativity
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 beco
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