As Head of the RIA Channel, you will:

  • Establish channel strategies for registered investment advisors; establish, align and implement sales plans to maximize the distribution of SPDR ETFs and other SSGA investment solutions across the RIA channel and stress test plans to ensure feasible targets
  • Actively and regularly monitor and adjust plans based on insights and market developments
  • Collaborate with other channel heads and business leaders to ensure seamless coverage of clients
  • Lead and develop strong productive working partnerships across all components of the wealth ecosystem including; Marketing, Capital Markets, Product, Infrastructure, Client Experience and PR.
  • Orchestrate a team selling process, applying expertise and resources across the Client Coverage Group and State Street Global Advisors;
  • Establish a clear sales funnel and related pipeline management to deliver against the plan
  • Refine a tracking and reporting methodology, with metrics that enhance team effectiveness and permit simple partner reporting, including accurate and timely CRM use
  • Operate within a budget, while maximizing time and resources
  • Develop and strengthen relationships with C Suite decision makers at some of the leading Financial Services organizations across the US
  • Attract, develop and retain required talent for execution of the sales plan, motivating the team to be recognized as the highest performing distribution team industry-wide;
  • Manage individuals’ careers and acting as mentor for their long-term growth.
  • Engage in a thoughtful and insightful manner with media entities on matters pertaining to the registered investment advisory community in this industry and specifically use of ETFs and models;
  • Span of control – Role will manage a team of regional consultants covering the U.S.

These skills will help you succeed in this role

  • A deep knowledge of the dynamics that drive the RIA industry with an extensive network of relationships across the ecosystem, especially as it pertains to the use of ETFs and models, but experience distributing solutions across a variety of investment wrappers is strongly preferred.
  • A demonstrated track record of leading a significant business P&L with successful delivery of bottom-line results across varied investment and market climates.
  • Shown success in managing and leading a client-facing team to meet client requirements and internal goals. This includes setting sales strategy, defining product priorities, responding to divergences from target, handling sales effectiveness and overcoming hurdles to achieve sales excellence.
  • Strong communication skills to advise senior management of the organization. This requires a level of executive presence and the knowledge and stature to deliver advice in a way that will be respected and incorporated by the Investment, Product Marketing and other functional area leaders.
  • A strong background in developing and motivating employees, building teams and relationships and engendering a sense of results-orientation – working at times in a matrix environment. Personal and organizational accountability, loyalty, independence and fairness among colleagues and employees, particularly in a multi-cultural environment.

Education & Preferred Qualifications

  • Bachelor’s degree required, MBA and/or CFA Charter holder preferred
  • Series 24, 7, and 63 licensed.
  • Minimum of 15 years experience in the investment management industry, particularly sales management experience
  • Strategic and forward looking growth mindset. Ability to identify key trends and advise how the U.S. Wealth Business can enhance its client and advisor engagement strategy.
  • Demonstrated track record of successfully navigating complex organizations, both internally and with clients, and marshalling resources to complete strategic business initiatives.
  • Good influencer and have strong partnering skill – with clients and stakeholders.
  • Strong enterprise selling skills. Ability to align key client initiatives with U.S. Wealth’s value proposition.
  • Data driven – understands how to use date and analytics to optimize distribution strategy and client experience.
  • Commitment to excellence and can motivate, mentor and engage a high performing team
  • Exceptional verbal and written communication skills.
  • Demonstrates integrity, high energy and motivation to succeed.

Source: for more information click here.