Broker Dealer Regional Consultant - Michigan, VP II - State Street Investment Management
Core
Regional Consultant driving business development and sales execution for U.S. Wealth products with financial advisors in the Broker Dealer Channel across Michigan and Greater Detroit.
Role type
Senior IC sales consultant (broker dealer channel)
Builds
Net New Assets (NNA) and Net New Revenue (NNR) through product adoption and relationship growth
Domain
Wealth management / Broker Dealer distribution
Deliverable
product features
Required skills
Investment acumen, sales execution, relationship building, client education, market insights delivery, travel management, internal collaboration
Preferred skills
CFA/CIMA designation, 7+ years investment management experience, 5+ years sales/BD in broker dealer channel
Technologies
ETFs, mutual funds, alternatives, separate accounts, model portfolios, DC solutions
Responsibilities
Own and grow key client relationships with National, Independent and Regional Broker Dealers; Identify client needs and deliver market insights, product info, and investment ideas; Educate clients on product positioning and SSIM differentiation; Drive NNA and NNR by cultivating new and deepening existing relationships; Lead regional travel with key sub-advisory partners and index providers; Develop field-level centers of influence within the Broker Dealer channel; Partner with internal teams to deliver analytics and investment ideas; Promote SSIM strategy at client meetings and industry events; Mentor internal team members.
Seniority
Senior, hands-on IC