State Street Corporation
ETF Internal Sales Associate, Senior Associate
State Street Corporation, Scottsdale, Arizona, us, 85261
ETF Sales Associate
Are you interested in being in one of the fastest growing segments of the financial services industry? Are you passionate about joining a premier asset management firm as part of their talented and dynamic distribution team? At State Street Investment Management, we are looking for an ETF Sales Associate to join our ETF Sales Desk office. 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. 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 Investment Management 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
Required Qualifications:
Must obtain FINRA SIE, Series 7 and Series 63 within 6 months of start date.
Bachelor's degree, Masters or other advanced degree preferred
Superior oral and written communication skills
A strong interest in obtaining knowledge of investment products and services, ETFs, and financial advice industry.
Willingness and ability to travel periodically.
Preferred Qualifications:
Experience in wealth management
Familiarity with State Street Investment Management offerings
Intellectual curiosity and genuine interest in the industry and capital markets
Existing relationships within the intermediary channel are useful, but not required.
Progress towards CIMA, CFA, CFP, MBA and/or advanced degree
FINRA SIE, Series 7 and Series 63
Salary Range: $52,000 - $84,760 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Are you interested in being in one of the fastest growing segments of the financial services industry? Are you passionate about joining a premier asset management firm as part of their talented and dynamic distribution team? At State Street Investment Management, we are looking for an ETF Sales Associate to join our ETF Sales Desk office. 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. 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 Investment Management 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
Required Qualifications:
Must obtain FINRA SIE, Series 7 and Series 63 within 6 months of start date.
Bachelor's degree, Masters or other advanced degree preferred
Superior oral and written communication skills
A strong interest in obtaining knowledge of investment products and services, ETFs, and financial advice industry.
Willingness and ability to travel periodically.
Preferred Qualifications:
Experience in wealth management
Familiarity with State Street Investment Management offerings
Intellectual curiosity and genuine interest in the industry and capital markets
Existing relationships within the intermediary channel are useful, but not required.
Progress towards CIMA, CFA, CFP, MBA and/or advanced degree
FINRA SIE, Series 7 and Series 63
Salary Range: $52,000 - $84,760 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.