Wealth Intermediary Sales Consultant (Internal) - US

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

Benefits offered by this job

401K with company match

Medical, dental, vision insurance

Paid time off

Employee Assistance Program

Incentive compensation

Job summary

State Street Investment Management is seeking an Internal Sales Consultant to join the US Wealth team. You will drive business with intermediary clients across Broker Dealer and RIA channels, partnering with Regional Consultants and Hybrid Sales Consultants to expand market share of ETFs, model portfolios, direct indexing, cash strategies, and DC solutions.

You will engage clients through calls, emails, video conferences, and virtual meetings, delivering an exceptional experience while upholding

Qualifications

• Bachelor's degree required.
• 2-4 years experience preferred in financial services.
• FINRA SIE, Series 7 and 63 licenses preferred (or able to obtain within 6 months).
• Strong oral and written communication skills.
• Interest in capital markets and investment products.

Responsibilities

• Territory planning and execution to expand market share and distribute SSIM investment solutions.
• Collaborate with Regional Consultants and Hybrid Sales Consultants to deliver comprehensive solutions.
• Deliver proactive outreach and quality outbound client engagement across multiple channels.
• Demonstrate commitment to risk excellence and strategic initiatives.

Skills

Bachelor's degree

2–4 years experience

FINRA SIE

Series 7 & 63

Communication skills

Capital markets interest

Travel readiness

Education

Bachelor's degree

Tools

FINRA licenses

Job description

State Street Investment Management is seeking an Internal Sales Consultant to join the US Wealth team. You will drive business with intermediary clients across Broker Dealer and RIA channels, partnering with Regional Consultants and Hybrid Sales Consultants to expand market share of ETFs, model portfolios, direct indexing, cash strategies, and DC solutions.

You will engage clients through calls, emails, video conferences, and virtual meetings, delivering an exceptional experience while upholding