Are you interested in being in one of the fastest growing segments of the financial services industry? Are you passionate about joining a best-in-class asset management firm as part of their hardworking and dynamic distribution team? The Internal Sales Consultant on the Emerging Institutional Sales Channel (EIS) will be responsible for driving Net New Revenue and Net New Assets with clients in the US. Key responsibilities include:
Sales planning: in conjunction with the Market Leaders in the region, align and execute regional business plans to improve the distribution of SPDR ETFs among EIS clients
Sales process: work with other team members to orchestrate a team selling process, leveraging the expertise and resources within SPDR and State Street Global Advisors
Client coverage: deliver excellent client service and quality outbound client engagement activity (WebEx, Conference Calls, Phone Calls, Email Engagements, etc.)
Team development: assist with call training, call monitoring and presentation training for other internal wholesalers within their region
Business leadership: deliver risk excellence and support the business as a whole through internal and external relationship development
The Internal Sales Consultant will also be responsible for driving SPDRs "Digital Distribution" by embracing new technologies and leading the way forward in utilizing them in our distribution model. The ideal candidate will have meaningful experience and track record of success:
Proven track record of developing relationships with new and existing clients in coordination with an external wholesaler
Outstanding oral and written communication skills
Demonstrates knowledge of wealth management industry
Excellent relationship management skills
A strong knowledge of investment products and services, in particular Exchange Traded Funds
Familiarity with State Street and/or SPDR ETFs a plus
Willingness and ability to travel periodically for client meetings and conferences
FINRA Series 7 and 63 licensed
Progress towards CIMA, CFA, MBA and/or advanced degree a plus
State Street is an Affirmative Action/ Equal Opportunity Employer/Vet/Disability.
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