State Street Global Advisors - Broker Dealer Regional Consultant (TN/AL/MS), VP
State Street
- Mississippi
- $100,000-167,500 per year
- Permanent
- Full-time
- 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 Tennessee, Alabama, & Mississippi.
- 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, Nuveen, 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 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.
- 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, 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