Associate Regional Consultant - Model Portfolios, AVP - State Street Investment Management

Overview

We are currently hiring a sales distribution role within State Street Investment Management's U.S. Wealth Business. In this role, you will work with a team of model distribution professionals to build relationships with financial advisors in the Broker Dealer Channel within the Intermediary Wealth organization. You will be provided with a select list of advisors to penetrate and cultivate relationships with, through digital methods (phone calls, Zoom, etc.)

and territory travel, while competitively positioning our suite of model offerings. The role is a hybrid sales position with focused travel and time in the office.

• You will effectively educate clients and prospects on our product line's features and benefits and what differentiates SSIM from our competitors with a primary focus on model portfolios and a secondary focus on individual SPDR ETFs.
• You will identify the needs of our clients and 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 Investment Management & SPDR ETFs portfolio management expertise, of positioning, holdings, and investment results.
• You will personally own and be accountable for key clients, prospects, and CIOs across the Intermediary Wealth organization.
• You will cultivate new and existing relationships and drive overall Net New Revenue and Net New Assets in SSIM Model Portfolios.
• You will be responsible for leading and coordinating travel throughout the region with various partner firms including TAMP and advisory platform partners, and coordinate partner travel with internal and external SSIM distribution partners.
• You will build and maintain relationships with key internal business partners, including Internal & External Sales, Marketing, Research, and Client Enablement Teams to effectively deliver model resources to clients, including comparative analytics, capital markets insights and actionable investment ideas.
• You will facilitate an understanding of the Americas Wealth business 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, inclusive of the effective use of business intelligence/data to drive NNA and ANNR.

• Bachelor's degree required
• Series 7 and 63 licensed
• Minimum 3‑5 years of sales experience
• Strong product knowledge of model portfolios, 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
• Focused travel as needed (~70% of the time in the SSIM home office, remaining 30% traveling to client offices, events, roadshows, etc.)

$70,000 - $130,000 Annual (the range quoted above applies to the role in the primary location specified; if the candidate would ultimately work outside of the primary location, the applicable range could differ).

Employees are eligible to participate in State Street's comprehensive benefits program, which includes a 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);

and, eligibility for certain tax‑advantaged savings plans.

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