You will effectively educate clients and prospects on our product line's features and benefits and what differentiates SSIM from our competitors with a primary focus on model portfolios and a secondary focus on individual SPDR ETFs
Job Summary
You will effectively educate clients and prospects on our product line's features and benefits and what differentiates SSIM from our competitors with a primary focus on model portfolios and a secondary focus on individual SPDR ETFs.
You will personally own and be accountable for key clients, prospects, and CIOs across the Intermediary Wealth organization.
You will build and maintain relationships with key internal business partners, including Internal & External Sales, Marketing, Research, and Client Enablement Teams to effectively deliver model resources to clients, including comparative analytics, capital markets insights and actionable investment ideas.
Matching Summary
You will effectively educate clients and prospects on our product line's features and benefits and what differentiates SSIM from our competitors with a primary focus on model portfolios and a secondary focus on individual SPDR ETFs.
Salary
Base: $80,000 - $140,000 Annual; Bonus/Equity: Not specified; Benefits: Comprehensive benefits program
Skills & Requirements
Must-have
Educate clients on product features and benefits
Identify client needs and provide solutions
Cultivate new and existing relationships
Drive Net New Revenue and Assets
Build and maintain internal business relationships
Nice-to-have
Champion the Americas Wealth agenda
Demonstrate integrity and high energy
Apply creativity and adapt quickly
Key Requirements
Bachelor's degree required
Series 7 and 63 licensed
Minimum 3-5 years of sales experience
Strong product knowledge of model portfolios, ETFs, mutual funds, separate accounts, and related products