Broker Dealer Regional Consultant - Missouri (ex. Kc), Louisiana And Arkansas - Vp - State Street Investment Management

State Street UK

St. Louis, MO, US
Base: $100,000 - $171,250 annual; bonus/equity: el...
Fully remote
Broker dealer channel experience
Etf and mutual fund knowledge
Relationship building with financial advisors
The role focuses on building and expanding relationships with top financial advisors in the Broker Dealer channel across Missouri, Louisiana, and Arkansas

Job Summary

  • The role focuses on building and expanding relationships with top financial advisors in the Broker Dealer channel across Missouri, Louisiana, and Arkansas.
  • Candidates must demonstrate strong investment acumen and act as an expert on State Street Investment Management solutions including ETFs, cash strategies, and model portfolios.
  • Employees are eligible for a comprehensive benefits program including a 401K match, insurance coverage, paid-time off, and incentive compensation.

Matching Summary

The role focuses on building and expanding relationships with top financial advisors in the Broker Dealer channel across Missouri, Louisiana, and Arkansas.

Salary

Base: $100,000 - $171,250 Annual; Bonus/Equity: Eligible for annual performance-based awards; Benefits: Comprehensive program including 401K match and insurance

Skills & Requirements

Must-have

  • Broker Dealer channel experience
  • ETF and mutual fund knowledge
  • Relationship building with financial advisors
  • Net New Assets growth
  • Regional travel capability

Nice-to-have

  • CFA or CIMA designation
  • Mentoring internal team members
  • Collaborative high-performing culture
  • Continuous professional development

Key Requirements

  • Bachelor's degree required
  • FINRA Series 7 and 63 licenses required
  • Minimum 7 years investment management experience
  • At least 5 years in sales or business development
  • Experience within the BD channel preferred

Work Rights

Not specified

Tailored Resume

Cover Letter