Investment Adviser Career Center

We are currently hiring for a sales distribution role within the Client Coverage Group at State Street Investment Management (SSIM). The Associate Regional Consultant, Model Portfolios – US Wealth, AVP, State Street Investment Managemen will join our U.S. Wealth team and work alongside a team of model distribution professionals to build and deepen relationships with financial advisors across the Broker Dealer channel The Associate Regional Consultant, Model Portfolios – US Wealth, AVP will be responsible for developing and managing a select group of advisor relationships, with a focus on driving engagement and adoption of our model portfolio offerings. The role will combine digital engagement, including phone and virtual meetings, along with travel across the territory to build relationships and identify sales opportunities. The successful candidate will serve as a trusted resource to financial advisors, develop a strong understanding of their investment needs, and...

We are currently hiring for a sales distribution role within the Client Coverage Group at State Street Investment Management (SSIM). The Associate Regional Consultant, Model Portfolios – US Wealth, AVP, State Street Investment Management will join our U.S. Wealth team and work alongside a team of model distribution professionals to build and deepen relationships with financial advisors across the Broker Dealer channel. The Associate Regional Consultant, Model Portfolios – US Wealth, AVP will be responsible for developing and managing a select group of advisor relationships, with a focus on driving engagement and adoption of our model portfolio offerings. The role will combine digital engagement, including phone and virtual meetings, along with travel across the territory to build relationships and identify sales opportunities. The successful candidate will serve as a trusted resource to financial advisors, develop a strong understanding of their investment needs, and...

Job Description Summary Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed. Job Description Responsibilities: • Assists in all aspects of the sales process. • Works with Senior Wholesalers to generate new business and increase sales. • Communicates to Financial Advisors in other regions and introduce products both in person and by phone. • Assists in case analysis and presentation. • Assists in the creation of client proposals, investment policy statements, Mobius,...

Job Description Summary Under limited direction, uses specialized knowledge and skills obtained through education and experience to work directly with Internal Wholesalers / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in all aspects of the sales process, including the development of target market campaigns, direct prospects contact, appointment scheduling, follow-up communications, client service activities and final presentations. In addition, this position will assist in the phone coverage of each Region’s Financial Advisors as needed. Job Description Responsibilities: • Assists in all aspects of the sales process. • Works with Senior Wholesalers to generate new business and increase sales. • Communicates to Financial Advisors in other regions and introduce products both in person and by phone. • Assists in case analysis and presentation. • Assists in the creation of client proposals, investment policy statements, Mobius,...