ETF Sales Consultant

Job Purpose:

  • 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.

More Information

  • Experience 3-5 Years
  • This job has expired!
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Company Information
  • Specialism ETF Issuers & Providers
  • Address Boston, US
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