Associate Regional Consultant, Model Portfolios – US Wealth, AVP

Job Description

Associate Regional Consultant, Model Portfolios – US Wealth | State Street

The Tone:
This is a full-time role at State Street, located in Scottsdale, Arizona. State Street is a global leader relied upon by institutional investors to help them manage risk, respond to challenges, and drive performance and profitability. This role within the U.S. Wealth team is critical for expanding the adoption of State Street Investment Management’s model portfolio offerings by building strong relationships with financial advisors and identifying key sales opportunities. You will serve as a trusted resource, ensuring advisors understand and utilize SSIM’s investment capabilities to meet their needs.

The TL;DR
• Role: Full Time
• Type: Full Time
• Location: Hybrid – Scottsdale, Arizona, USA
• Pay: $70000–$130000 yearly
• Team: US Wealth team within the Client Coverage Group at State Street Investment Management
• Mission: To build and deepen relationships with financial advisors, driving engagement and adoption of SSIM model portfolio offerings within the Broker Dealer channel.

What You’ll Actually Do
• Cultivate Relationships: Own and grow a defined subset of financial advisor relationships within the Broker Dealer channel through a combination of digital engagement and focused territory travel.
• Provide Insights: Identify client needs across various business practices and consistently deliver relevant market insights, product information, investment ideas, and sales support.
• Act as Expert: Demonstrate strong investment acumen, acting as an expert on SSIM solutions, primarily SSIM Model Portfolios and secondarily SPDR ETFs.
• Drive Growth: Drive net new assets (NNA) and net new revenue (NNR) by cultivating new relationships and deepening engagement with existing partners, with a primary focus on SSIM Model Portfolios.
• Coordinate Travel: Lead and coordinate regional travel with key TAMP and advisory platform partners, as well as internal and external SSIM distribution partners.

The Must-Haves
• Background: Bachelor’s degree required, with a focus on investment management and wealth distribution within financial services.
• Experience: 3-5 years of investment experience is preferred, ideally within the Broker Dealer channel.
• Skills: Series 7 and 63 licensed required (must be obtained by start date), strong investment acumen and product knowledge of model portfolios, ETFs, mutual funds, separate accounts, and related products, excellent communication, presentation, and relationship-building skills.
• Bonus: CFA or CIMA preferred.