Regional Consultant – Independent Wealth Management, VP at State Street in Los Angeles, California

Job Description:

Independent Wealth Management Regional Consultant – Southern California

Promoting a Culture of Excellence:  We know our success hinges on attracting the best people to join us. Our people are our greatest asset: highly skilled, engaged and productive teams are important to our success. We hire hardworking and diverse employees that are aligned with our dedication to help our clients, as well as the millions of people who depend on them to maintain financial security. We insist on, and reward, performance excellence. We want to help you to build a fulfilling career, seeking to be the employer of choice by offering competitive compensation, development opportunities, and a work environment that promotes a diverse array of people, ideas and skills.

We are currently hiring for a leadership role within State Street Global Advisors U.S. SPDR Business. In this role, you will work with a team of external and internal wholesalers in an effort to build relationships with top financial advisors in the Independent Wealth Management Channel as well as provide valuable client solutions to assist advisors in growing their business using State Street's investment products. The position will be based in Southern California.

Position responsibilities:

• You will identify the needs of our clients varying business practices and regularly provide meaningful market insights, product information, investment ideas and sales support.


• You will maintain a deep understanding of State Street Global Advisors portfolio management expertise and our product line's features and benefits.


• You will personally own key client and strategic partner relationships as a member of the Global SPDR Business. The position will cover RIA and Independent Advisors in the Southern California and Arizona markets.


• You will cultivate new and existing relationships, and drive SPDR Net New Revenue and Net New Assets with the highest areas of concentrated wealth within the channel.


• You will be responsible for leading and coordinating travel throughout the Region with various partner firms and index providers including Nuveen, Blackstone/GSO, World Gold Council, DoubleLine Capital, MSCI, and S&P.


• You will build and maintain relationships with key internal business partners.


• You will partner with an Internal Sales Team to effectively deliver ETF resources to clients, including comparative analytics, capital markets insights and actionable investment ideas.


• You will facilitate an understanding of the Global SPDR business and its strategy and priorities.


• You will mentor and groom internal peers on the team.


• You will deliver risk excellence and comply with the sales supervision culture that demonstrates and promotes the highest ethical standards.


• You will demonstrate initiative to continuously hone sales skills and pursue professional development.

Qualifications:

• Bachelor's degree required


• Series 7 and 63 licensed


• Strong product knowledge of ETFs and mutual funds


• Self-motivated individual that can work both independently and within a team structure


• Demonstrates integrity; highly motivated to succeed


• Industry experience and track record of results


• Strong investment product skills


• Strong technical ability with investment industry knowledge.


• Extraordinary verbal and written communication and sales presentation skills


• High energy, motivated individual, with a dedication to excellence


• Strong leadership and motivation skills


• Ability to learn and adapt quickly while applying creativity

State Street Global Advisors:

We are a global leader in providing investment management services to clients worldwide. With ~$2.8 trillion of assets under management, State Street Global Advisors (SSGA) has the size, scale and global perspectives to provide insightful solutions to meet the requirements of our clients. Please visit www.statestreet.com for further corporate reports and press releases

Global SPDR ETF:       

As the industry pioneer of the global ETF market, SSGA launched the first US listed ETF in 1993 (SPDR S&P 500) and has remained on the forefront of responsible innovation, evidenced by the introduction of many ground-breaking products, including first-to-market launches with gold, international real estate, international fixed income, and sector ETFs. SSGA has almost $700 billion in global ETF assets.

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our values. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.

State Street is an Affirmative Action/ Equal Opportunity Employer/Vet/Disability.