- You will personally own key client and strategic partner relationships as a member of the Americas Wealth Group. The position will cover National, Independent and Regional Broker Dealers across the Orange County, San Diego, and Inland Empire markets.
- You will identify the needs of our clients varying business practices and regularly provide meaningful market insights, product information, investment ideas and sales support.
- You will have a keen investment acumen and operate as an expert on State Street Global Advisors & SPDR ETFs portfolio management expertise, maintaining a deep knowledge of positioning, holdings and investment results. You will effectively educate clients and prospects on our product line's features and benefits and what differentiates us from our competitors.
- You will cultivate new and existing relationships, driving Net New Revenue and Net New Assets with the highest areas of concentrated wealth within the channel.
- You will be responsible for leading and coordinating travel throughout the Region with various partner firms and index providers including the World Gold Council, DoubleLine Capital, Blackstone Credit, Nuveen, MSCI, and S&P.
- You will build and maintain relationships with key internal business partners, including Internal Sales, Marketing, Research, and Client Enablement Teams to effectively deliver SSGA and SPDR ETF resources to clients, including comparative analytics, capital markets insights and actionable investment ideas.
- You will partner with an Internal Sales Team to effectively deliver SPDR ETF and State Street Global Advisor resources to clients, including comparative analytics, capital markets insights and actionable investment ideas.
- You will facilitate an understanding of State Street Global Advisors and its strategy and priorities.
- You will mentor and groom internal peers on the team.
- You will deliver risk excellence and comply with the sales supervision culture that demonstrates and promotes the highest ethical standards.
- You will demonstrate initiative to continuously hone sales skills and pursue professional development.
- Bachelor's degree required
- Series 7 and 63 licensed
- Investment industry designations such as Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) desired
- Minimum 7 years of experience in the investment management industry with 5 years in Sales/Business Development
- Strong technical ability and investment acumen
- Strong product knowledge of ETFs, mutual funds, separate accounts and related products
- Self-motivated individual that can work both independently and within a team structure
- Demonstrates integrity, dedication to excellence and motivation to succeed
- Strong leadership skills
- Extraordinary verbal and written communication and sales presentation skills
- Ability to learn and adapt quickly while applying creativity
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Global Advisors - Sacramento, United States - State Street
Description
We are currently hiring for a leadership role within State Street Global Advisors Americas Wealth Group. In this role, you will work with a team of external and internal wholesalers in an effort to build relationships with top financial advisors in the Broker Dealer Channel as well as provide valuable client solutions to assist advisors in growing their business using State Street's investment products. You should be recognized as a reliable and trusted advisor and champion the Americas Wealth Group agenda.
The position will ideally be based out of Orange County.
As a Broker Dealer Regional Consultant:
These skills will help you succeed in this role:
Are you the right candidate? Yes
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.
About State Street Global Advisors
What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care.
Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Salary Range:
$110,000 - $177,500 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
