Associate Regional Consultant, Model Portfolios – US Wealth, AVP

State Street; Boston (MA); Hybrid; USD 80.000 - 140.000; Vollzeit

Zusammenfassung

State Street invites a seasoned professional to join our US Wealth team as Associate Regional Consultant for Model Portfolios. You will manage advisor relationships across the Broker Dealer channel, combining digital outreach and regional travel to drive adoption of SSIM Model Portfolios.

You will educate clients on product positioning and investment results, positioning SSIM’s capabilities against competitors while pursuing net new assets and revenue.

Qualifikationen

• Bachelor's degree required.
• Series 7 and 63 licensed required (must be obtained by start date).
• 3-5 years of investment experience preferred, ideally within the Broker Dealer channel.
• CFA or CIMA preferred.

Aufgaben

• 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.

Kenntnisse

Series 7

Series 63

Investment acumen

Communication skills

Relationship-building

Independent worker

Team collaboration

Ausbildung

Bachelor's degree

Jobbeschreibung

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.

Key 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.

Primary Skills & 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
• CFA or CIMA preferred

Location: Boston

Travel: Approximately 30-35%

Salary Range:

$80,000 - $140,000 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 above, the applicable range could differ.

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our 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.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

End Date: November 30, 2026