Associate Regional Consultant - Model Portfolios, AVP - State Street Investment Management
State Street(1 month ago)
About this role
Associate Regional Consultant, Model Portfolios at State Street Investment Management supports the U.S. Wealth Business’s intermediary distribution efforts with a focus on model portfolios and SPDR ETFs within the Broker Dealer channel. The role works with a model distribution team and an assigned list of financial advisors to advance the Americas Wealth agenda. This is a hybrid position that includes regular office presence and regional travel.
Required Skills
- Model Portfolios
- ETFs
- Sales
- Client Relationships
- Investment Acumen
- Territory Travel
- Prospecting
- Presentation Skills
- Relationship Management
- Product Knowledge
+2 more
Qualifications
- Bachelor's Degree
- Series 7
- Series 63
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