Associate Regional Consultant, Assistant Vice President - Model Portfolios - State Street Investment Management

State Street Corporation

Boston, United States
Base: $80,000 - $140,000 annual; bonus/equity: not...
On-site
Model portfolio offerings
Spdr etfs
Financial advisor relationships
Educate clients and prospects on SSIM's model portfolios and SPDR ETFs, differentiating from competitors

Job Summary

  • Educate clients and prospects on SSIM's model portfolios and SPDR ETFs, differentiating from competitors.
  • Cultivate new and existing relationships to drive Net New Revenue and Net New Assets in SSIM Model Portfolios.
  • Build and maintain relationships with key internal business partners to effectively deliver resources to clients.

Matching Summary

Educate clients and prospects on SSIM's model portfolios and SPDR ETFs, differentiating from competitors.

Salary

Base: $80,000 - $140,000 Annual; Bonus/Equity: Not specified; Benefits: Comprehensive benefits program

Skills & Requirements

Must-have

  • model portfolio offerings
  • SPDR ETFs
  • financial advisor relationships
  • territory travel
  • digital client engagement

Nice-to-have

  • champion Americas Wealth agenda
  • risk excellence and ethical standards
  • continuous sales skill development

Key Requirements

  • Bachelor's degree required
  • Series 7 and 63 licensed
  • Minimum 3-5 years of sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter