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ETF Internal Sales, Senior Associate - State Street Global Advisors

State Street

State Street

Sales & Business Development
Boston, MA, USA
Posted on Dec 22, 2024
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 Global Advisors, 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 Global Advisors 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.
  • At least 1-3 years financial services experience

Preferred Qualifications:

  • Experience in wealth management industry
  • Familiarity with State Street and/or SPDR ETFs
  • 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

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

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.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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