Houston-Based VP, Wealth & ETF Sales

State Street; Austin (TX); On-site; USD 103,000 - 171,000; Full time

Job summary

State Street is hiring a Vice President in Sales and Relationship Management to lead key client and partner relationships within the Americas Wealth International Group from Houston, TX. You will provide market insights, investment ideas and sales support to top international financial advisors.

You will educate clients on ETF and UCITS SPDR products, drive Net New Revenue and Net New Assets, and collaborate with Marketing, Research and Client Enablement to deliver actionable investment ideas

Qualifications

• 5+ years in investment management with 3+ years in Sales/BD.
• Strong product knowledge of ETFs, alternatives, mutual funds and separate accounts.
• Bachelor's degree required; Series 7 & 63 licenses.
• Spanish fluency is required; able to work independently and in a team.

Responsibilities

• Own key client and strategic partner relationships within Americas Wealth International Group.
• Identify client needs and provide market insights, product info, investment ideas and sales support.
• Educate clients on product features and differentiation from competitors.
• Grow Net New Revenue and Net New Assets in top wealth channels.
• Coordinate travel with partner firms and index providers.
• Collaborate with Marketing, Research, and Client Enablement to deliver resources.
• Explain State Street Investment Management strategy and priorities.
• Ensure risk excellence and uphold sales supervision standards.
• Pursue ongoing sales skill development.

Skills

Verbal communication

Sales skills

Leadership

Spanish fluency

Teamwork

Education

Bachelor's degree

Series 7 and 63 licensed

CFA or CIMA desirable

Tools

ETF knowledge

UCITS SPDR ETFs

Investment products knowledge

Job description

State Street is hiring a Vice President in Sales and Relationship Management to lead key client and partner relationships within the Americas Wealth International Group from Houston, TX. You will provide market insights, investment ideas and sales support to top international financial advisors.

You will educate clients on ETF and UCITS SPDR products, drive Net New Revenue and Net New Assets, and collaborate with Marketing, Research and Client Enablement to deliver actionable investment ideas