Model Portfolios Regional Consultant, US Wealth – AVP

State Street; Boston (MA); Hybrid; USD 80,000 - 140,000; Full time

Job summary

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.

Qualifications

• 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.

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.

Skills

Series 7

Series 63

Investment acumen

Communication skills

Relationship-building

Independent worker

Team collaboration

Education

Bachelor's degree

Job description

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.