Broker Dealer Regional Consultant - South Florida, 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 South Florida Broker Dealer channel.
Role type
Senior IC sales consultant (broker-dealer distribution)
Builds
Production sales pipelines and client relationships for ETFs, cash strategies, DC solutions, and model portfolios
Domain
Financial services / Investment management / Broker-dealer distribution
Required skills
Investment acumen, sales execution, relationship building, product positioning, market insights, travel management, internal collaboration, risk excellence, professional development
Preferred skills
CFA/CIMA designations, 7+ years investment management experience, 5+ years sales/BD in broker-dealer channel
Technologies
ETFs, mutual funds, alternatives, separate accounts, model portfolios, capital markets data
Responsibilities
Own and grow key client and strategic partner relationships with National, Independent and Regional Broker Dealers; Identify client needs and deliver market insights, product information, investment ideas, and sales support; Educate clients on product positioning and differentiate SSIM from competitors; Drive Net New Assets and Net New Revenue; 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 comparative analytics and investment ideas; Promote SSIM strategy at client meetings and industry events; Mentor internal team members.
Seniority
Senior, hands-on IC