US Wealth Intermediary Sales Consultant

State Street Investment Management; Scottsdale (AZ); On-site; USD 48,000 - 77,000; Full time

Benefits offered by this job

401K match

Comprehensive benefits

Paid time off

EAP

Incentive pay

Savings plans

Job summary

State Street Investment Management in Scottsdale is seeking an Internal Sales Consultant to drive business with intermediary clients in Broker Dealer and RIA channels. You will partner with Regional Consultants to grow market share and promote SSIM’s investment solutions.

The role requires a Bachelor's degree and 2–4 years in financial services; FINRA SIE, Series 7 & 63 licenses are preferred or can be obtained within 6 months. Some travel may be required.

Qualifications

• Bachelor’s degree required.
• 2–4 years of experience preferred within investment management, wealth management, or financial services.
• FINRA SIE, Series 7 and 63 licenses preferred or ability to obtain within 6 months of start date.

Responsibilities

• Territory planning and execution to expand market share and grow distribution of SSIM’s investment solutions (ETFs, model portfolios, direct indexing, cash strategies, DC solutions).
• Lead a team-based selling approach by leveraging SSIM's investment expertise and resources to deliver comprehensive client solutions.
• Deliver proactive outreach and outbound engagement across phone, email, video conferencing, and virtual meetings.
• Demonstrate commitment to risk excellence and partner with internal/external teams to support business success.

Skills

Bachelor's degree

2–4 years experience

FINRA SIE, Series 7 & 63 (preferred)

Strong communication skills

Capital markets interest

Relationship building

Wealth management experience

Travel readiness

Education

Bachelor's degree

Job description

State Street Investment Management in Scottsdale is seeking an Internal Sales Consultant to drive business with intermediary clients in Broker Dealer and RIA channels. You will partner with Regional Consultants to grow market share and promote SSIM’s investment solutions.

The role requires a Bachelor's degree and 2–4 years in financial services; FINRA SIE, Series 7 & 63 licenses are preferred or can be obtained within 6 months. Some travel may be required.