Job Purpose:
- If you have a team mindset, positive attitude, possess keen investment acumen, think strategically, and can display a successful track record of being able to influence others, we want to talk to you.
Your Responsibilities:
- You will identify the needs of our clients varying business practices and regularly provide compelling solutions, market insights, investment ideas, and sales support
- You will develop and communicate a deep understanding of our Investment Solutions Group capabilities and State Street Global Advisors portfolio management expertise
- You will personally own and be accountable for key clients and strategic partnerships as a member of the Global SPDR Business
- This position will seek to influence advisors who are considering or are already providing their respective clients with model portfolio solutions through a variety of large Turnkey Asset Manager Platforms (TAMPs)
- You will build and maintain relationships with key internal business partners throughout the Global SPDR Business including Marketing, Research, National Accounts, and Sales
- You will be responsible for delivering subject matter expertise related to ETFs and model portfolios while utilizing comparative analytics and actionable investment ideas to drive awareness, consideration, and revenue
- You will deliver risk excellence and align with the sales supervision culture that demonstrates and promotes the highest ethical standards
- You will exemplify continuous professional development and honing of your skill set.
Skills and Qualifications:
- Minimum 3-5 years of investment experience
- CFA and/or MBA strongly preferred
- Current securities licenses (Series 7 and Series 63) required
- Clean compliance and U4 record required
- Demonstrated experience and success within model portfolios
- In-depth knowledge of ETFs and other investment vehicles
- Excellent communications skills to concisely deliver sophisticated topics and information
- Limited travel as needed
- Ability to work efficiently and influence internal and external partners
- Positive attitude with a strong team orientation, and is enthusiastic to educate other team members and clients.
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