New York Metro Private Wealth Management Regional Consultant, Vice President

Employer
State Street Corporation
Location
New York, USA
Salary
Competitive
Posted
May 30, 2021
Closes
Jun 15, 2021
Ref
11112875
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
We are currently hiring for a leadership role within State Street Global Advisors U.S. SPDR Business. 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 Private Wealth Management 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 SPDR ETF agenda. The position will be based in metro New York City. Position responsibilities:
  • You will personally own key client and strategic partner relationships as a member of the Global SPDR Business. The position will cover financial advisors at National Broker Dealers, Private Banks and Regional Broker Dealers in the New York City metro market.
  • 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 SPDR from our competitors.
  • The position will cover National Broker Dealers, Private Banks and Regional Bank Advisors in the New York City market.
  • You will cultivate new and existing relationships, and drive SPDR 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 Nuveen, Blackstone Credit , World Gold Council, DoubleLine Capital, 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 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 ETF resources to clients, including comparative analytics, capital markets insights and actionable investment ideas.
  • You will facilitate an understanding of the Global SPDR business 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.
Qualifications:
  • 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 10 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; high energy and motivation to succeed
  • Extraordinary verbal and written communication and sales presentation skills
  • High energy, motivated individual, with a dedication to excellence
  • Strong leadership skills
  • Ability to learn and adapt quickly while applying creativity
State Street is an Equal Opportunity Employer.
ABOUT STATE STREET GLOBAL ADVISORS:
State Street Global Advisors (SSGA) is a global leader in institutional asset management, entrusted with more than $3.1 trillion in assets. For more than three decades, sophisticated investors worldwide have benefited from our disciplined, precise investment process and powerful global platform offering access to every major asset class, capitalization range and style across the indexing and active spectrums. Our mission, plain and simple, is helping our clients and the millions who depend on them achieve financial security. Since this means something different for each investor, we devote significant time up front to thoroughly understand their specific needs, and then apply our experience and intellectual rigor across a broad toolkit to develop and manage thoughtful, targeted solutions aimed at ensuring their success. We employ more than 2,200 people globally in 17 countries, have nine investment centers across the Americas, Europe and Asia, and have live, 24-hour trading desks in Boston, London and Hong Kong
SSGA is the investment management arm of State Street Corporation, one of the world's leading providers of financial services to institutions
About SPDR ETFs: SPDR ETFs are a comprehensive family spanning an array of international and domestic asset classes. SPDR ETFs are managed by SSGA Funds Management, Inc., a registered investment adviser and wholly owned subsidiary of State Street Bank and Trust Company. The funds provide investors with the flexibility to select investments that are precisely aligned to their investment strategy. Recognized as an industry pioneer, State Street created the first U.S. listed ETF in 1993 (SPDR S&P 500® - Ticker SPY) and has remained on the forefront of responsible innovation, as evidenced by the introduction of many ground-breaking products, including first-to-market launches with gold, international real estate, international fixed income, and sector ETFs. For more information, visit spdrs.com

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