Houston-Based VP, Wealth & ETF Solutions Sales

CFA Institute; Austin (TX); On-site; USD 110,000 - 185,000; Full time

Benefits offered by this job

401K match

Comprehensive benefits (health, dental

Paid time off

Volunteer days

Job summary

State Street is seeking an experienced sales professional to manage key client relationships in the Americas Wealth International Group, based in Houston, TX. You will deliver market insights, product information, and investment ideas, while driving revenue and assets with top advisors.

You will educate clients on SPDR ETFs and investment products, collaborate with internal teams, and travel as needed to support partner firms. Fluency in Spanish is required and Series 7/63 licenses are expected.

Qualifications

• Bachelor's degree is required.
• Series 7 and 63 licenses required.
• CFA or CIMA designation is desirable.
• Minimum 5 years of experience in investment management with 3 years in Sales/Business Development.
• Strong product knowledge of ETFs, alternatives, mutual funds, separate accounts, and related products.
• Fluent in Spanish.

Responsibilities

• Own key client and strategic partner relationships within Americas Wealth International Group.
• Identify client needs and provide market insights, product information, investment ideas and sales support.
• Educate clients on State Street Investment Management and UCITS SPDR ETF products and differentiators.
• Drive Net New Revenue and Net New Assets with high-wealth targets in the region.
• Lead and coordinate travel across the Region with partner firms and index providers.
• Collaborate with Marketing, Research, and Client Enablement to deliver ETFs resources and analytics.
• Communicate strategy and priorities of State Street Investment Management to clients.
• Demonstrate commitment to ethical sales practices and risk management.
• Pursue ongoing development to enhance sales skills and effectiveness.

Skills

Sales leadership

Relationship management

Market insights

Presentations

Spanish fluency

Education

Bachelor's degree required

Series 7 and 63 licensed

CFA or CIMA designation desirable

Job description

State Street is seeking an experienced sales professional to manage key client relationships in the Americas Wealth International Group, based in Houston, TX. You will deliver market insights, product information, and investment ideas, while driving revenue and assets with top advisors.

You will educate clients on SPDR ETFs and investment products, collaborate with internal teams, and travel as needed to support partner firms. Fluency in Spanish is required and Series 7/63 licenses are expected.