Job Purpose:
- State Street Global Advisors are looking for an ETF Sales Consultant to join our new ETF Sales Desk office. In this role, you will be responsible for driving business with clients in the highest areas of concentrated wealth within a specific territory
- In addition to having direct ownership of intermediary clients, you will also collaborate with your external Regional Consultant to increase SPDR market share within their territory.
Your Responsibilities:
- Sales planning: in conjunction with the external Regional Consultant, align and execute territory business plans to improve the distribution of SPDR ETFs among financial advisors
- Sales process: orchestrate a team selling process, using the expertise and resources within SPDR and State Street Global Advisors to deliver a full array of solutions
- Client coverage: deliver excellent client service and quality outbound client engagement activity through multiple digital mediums (WebEx, Conference Calls, Phone Calls, Emails)
- Business leadership: deliver risk excellence and support the business as a whole through internal and external relationship development.
Skills and Qualifications:
- Series 7 and 63 licensed
- Bachelor’s degree, Masters or other advanced degree preferred
- At least 3-4 years financial services experience
- Superior oral and written communication skills
- A strong familiarity of investment products and services, knowledge of ETFs a plus
- Willingness and ability to travel periodically
- Experience in wealth management industry
- Familiarity with State Street and/or SPDR ETFs
- Progress towards CIMA, CFA, CFP, MBA and/or advanced degree
- Existing relationships within the intermediary channel are useful, but not required
- Intellectual curiosity and genuine interest in the industry and capital markets.
Source: for more information click here.
