State Street

Associate Regional Consultant - Model Portfolios, AVP - State Street Investment Management

State Street

3 months ago
Scottsdale, AZ
Hybrid
Full Time
Medior
0 applicants
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State Street
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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.

Skills

Qualifications

Bachelor's DegreeSeries 7Series 63
State Street

About State Street

statestreet.com

State Street is a global financial services and asset management company.

About State Street

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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