Associate Regional Consultant – Broker Dealer, AVP - State Street Investment Management
State Street(1 month ago)
About this role
An Associate Regional Consultant (AVP) role within State Street Investment Management’s Broker Dealer Distribution Team focused on supporting the firm’s relationships with financial advisors across the broker-dealer channel. The position is a client-facing, mid-level role at a global asset manager, contributing to a collaborative, high-performing team that promotes the firm’s investment solutions. The role sits within the broader investment management organization and supports business growth and client engagement efforts.
Required Skills
- Client Relationships
- Product Knowledge
- ETFs
- Mutual Funds
- Separate Accounts
- Sales
- Presentation Skills
- Communication
- Event Coordination
- Market Insights
+2 more
Qualifications
- Bachelor's Degree
- Series 7
- Series 63
- CFA
- CIMA
- MBA
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