Model Portfolios Regional Consultant, US Wealth

State Street; Boston (MA); Híbrido; USD 80.000 - 140.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401K with company match

Insurance: medical, dental, vision

Paid time off

Performance-based awards

Employee Assistance Program

Descripción de la vacante

State Street is hiring for an Associate Regional Consultant, Model Portfolios – US Wealth, AVP, to join the U.S. Wealth team.

You will develop and manage advisor relationships across the Broker Dealer channel, driving engagement with model portfolios and related SSIM solutions. The role blends digital engagement with travel across the territory and time in the office, demanding strong investment knowledge, client-facing skills, and the ability to identify sales opportunities.

Formación

• 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.
• 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.

Responsabilidades

• 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.

Conocimientos

Bachelor's degree

Series 7/63 licenses

Investment experience

Model Portfolios knowledge

ETF knowledge

Client-facing skills

Communication skills

Leadership

Integrity

Educación

Bachelor's degree

Descripción del empleo

State Street is hiring for an Associate Regional Consultant, Model Portfolios – US Wealth, AVP, to join the U.S. Wealth team.

You will develop and manage advisor relationships across the Broker Dealer channel, driving engagement with model portfolios and related SSIM solutions. The role blends digital engagement with travel across the territory and time in the office, demanding strong investment knowledge, client-facing skills, and the ability to identify sales opportunities.