Regional Consultant, Model Portfolios – US Wealth

State Street; Scottsdale (AZ); Hybrid; USD 70,000 - 130,000; Full time

Job summary

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

You will manage a select group of advisor relationships, focusing on model portfolios and SPDR ETFs, using digital engagement and travel to grow adoption. The role requires a bachelor’s degree and FINRA Series 7/63 license by start date, with 3–5 years of investment experience preferred.

Qualifications

• Bachelor's degree required.
• Series 7 and 63 license required by start date.
• 3–5 years investment experience preferred, ideally in Broker Dealer channel.
• Strong investment acumen and product knowledge of model portfolios, ETFs, mutual funds, and separate accounts.

Responsibilities

• Own and grow a defined subset of financial advisor relationships in the Broker Dealer channel, using digital engagement and territory travel to drive adoption of SSIM Model Portfolios.
• Identify client needs and deliver market insights, product information, and sales support.
• Educate clients on SSIM model portfolios and SPDR ETFs, articulating differentiators.
• Drive net new assets and revenue by cultivating relationships and deepening engagement with partners.

Skills

Series 7/63 license

Strong communication

Relationship building

Independent & collaborative

Leadership & initiative

Education

Bachelor's degree

Tools

CFA or CIMA preferred

Job description

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

You will manage a select group of advisor relationships, focusing on model portfolios and SPDR ETFs, using digital engagement and travel to grow adoption. The role requires a bachelor’s degree and FINRA Series 7/63 license by start date, with 3–5 years of investment experience preferred.