Sales and Relationship Management, Vice President 1

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

Who we are looking for

We are currently hiring for a sales distribution role within State Street Investment Management Americas Wealth International Group. In this role, you will work to build relationships with top international financial advisors as well as provide valuable client solutions to assist advisors in growing their business using State Street's investment products. You should be recognized as a reliable and trusted advisor and champion.

The position will be based out of Houston, Tx.

What you will be responsible for

• You will personally own key client and strategic partner relationships as a member of the Americas Wealth International Group.
• You will identify the needs of our clients varying business practices and regularly provide meaningful market insights, product information, investment ideas and sales support.
• You will have a keen investment acumen and operate as an expert on State Street Investment Management & UCITS SPDR ETFs portfolio management expertise, maintaining a deep knowledge of positioning, holdings and investment results. You will effectively educate clients and prospects on our product line's features and benefits and what differentiates us from our competitors.
• You will cultivate new and existing relationships, driving Net New Revenue and Net New Assets with the highest areas of concentrated wealth within the channel.
• You will be responsible for leading and coordinating travel throughout the Region with various partner firms and index providers.
• You will build and maintain relationships with key internal business partners, including Marketing, Research, and Client Enablement Teams to effectively deliver State Street and UCITS SPDR ETF resources to clients, including comparative analytics, capital markets insights and actionable investment ideas.
• You will facilitate an understanding of State Street Investment Management and its strategy and priorities.
• You will deliver risk excellence and comply with the sales supervision culture that demonstrates and promotes the highest ethical standards.
• You will demonstrate initiative to continuously hone sales skills and pursue professional development.

Education & Preferred qualifications

• Bachelor's degree required
• Series 7 and 63 licensed
• Investment industry designations such as Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) desired
• Minimum 5 years of experience in the investment management industry with 3 years in Sales/Business Development
• Strong technical ability and investment acumen
• Strong product knowledge of ETFs, alternatives, mutual funds, separate accounts, and related products
• Self-motivated individual that can work both independently and within a team structure
• Demonstrates integrity, dedication to excellence and motivation to succeed
• Strong leadership skills
• Extraordinary verbal and written communication and sales presentation skills
• Ability to learn and adapt quickly while applying creativity
• Fluent in Spanish is required

Salary Range

$110,000 - $185,000 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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