Regional Model Portfolios Consultant

State Street Corporation; New York (NY); Hybrid; USD 70,000 - 130,000; Full time

Benefits offered by this job

401K with company match

Comprehensive benefits

Paid time off

Volunteer days

Job summary

State Street Corporation seeks an Associate Regional Consultant, Model Portfolios in the U.S. Wealth business. You will educate advisors on model portfolios and SPDR ETFs, identify client needs, and provide market insights and sales support.

You will own key relationships across the Intermediary Wealth organization and drive Net New Revenue with focused travel. The role requires a Bachelor's degree, Series 7 and 63 licenses, and 3–5 years of sales experience.

Qualifications

• Bachelor's degree required.
• Series 7 and 63 licenses required.
• Minimum 3–5 years of sales experience.
• Strong product knowledge of model portfolios, ETFs and related products.

Responsibilities

• Educate clients and prospects on our product line's features and benefits, differentiating SSIM from competitors.
• Identify client needs and provide solutions, market insights, ideas, and sales support.
• Own key clients, prospects, and CIOs across the Intermediary Wealth organization.
• Lead and coordinate travel across the region with partner firms and SSIM distribution partners.
• Build and maintain relationships with internal partners to deliver model resources and investment ideas.
• Promote Americas Wealth strategy and ensure ethical sales practices.

Skills

Series 7/63 license

Sales experience

Model portfolios

ETF knowledge

Relationship building

Education

Bachelor's degree

Job description

State Street Corporation seeks an Associate Regional Consultant, Model Portfolios in the U.S. Wealth business. You will educate advisors on model portfolios and SPDR ETFs, identify client needs, and provide market insights and sales support.

You will own key relationships across the Intermediary Wealth organization and drive Net New Revenue with focused travel. The role requires a Bachelor's degree, Series 7 and 63 licenses, and 3–5 years of sales experience.