The Senior ETF Strategist will report to the head of the Intermediary ETF Strategy Team and will support the regional sales teams and their clients across the country, strengthening advisor relationships. This role will be responsible for three primary functions: discussing capital markets, acting as a SPDR ETF product specialist and discussing portfolio construction.
This role can potentially be performed fully remotely from home, plus travel, within the western region of the US.
The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.
Join us if making your mark in the asset management industry from day one is a challenge you are up for.
As Senior ETF Strategist, you will:
- Work with SPDR Americas Research Team to deliver unique sales ideas and present portfolio analytics
- Liaise between internal SSGA CIO teams investment research and advisor teams to deliver State Street market perspectives
- Improve effectiveness of SPDR sales force by obtaining and communicating meaningful and timely information relating to research changes and model portfolios and converting the information into sales opportunities
- Understand each home office internal research function and market strategy and articulate how SSGA products fit into that strategy
These skills will help you succeed in this role
- Knowledge of the wealth management industry and trends. You should have a deep understanding of the players and key success factors in these markets
- Self-motivated and driven to excel.
- Experience with public speaking and client-facing interactions
- Experience building model portfolios and discussing general portfolio construction concepts
- Has a passion to win always look for new ways and support innovation
- Accepts ownership and accountability and inspires trust
- Critical that you are comfortable working in a team environment – you should be willing to help others on the team and work as a unit.
Education & Preferred Qualifications
- 5-10 years outside sales and/or relationship management experience with ETFs mutual funds separate accounts or hedge funds.
- You should be familiar with Bloomberg, FactSet or Morningstar Direct.
- You’d need exceptional verbal and written communication skills and sales presentation skills.
- BA/BS degree CFA/CAIA/CIMA preferred NASD series 7 and 63 securities licenses required.
- Clean compliance & U4 record required
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