Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Associate Regional Consultant, Assistant Vice President - Model Portfolios - State Street Inves[...]

$80k - $140k

STATE STREET CORPORATION

We are currently hiring a sales distribution role within State Street Investment Management’s U.S. Wealth Business. In this role, you will work with a team of model distribution professionals to build relationships with financial advisors in the Broker Dealer Channel within the Intermediary Wealth organization. This dynamic team member will be provided with a select list of advisors to penetrate and cultivate relationships with, through digital methods (phone calls, Zoom, etc.) and territory travel, while competitively positioning our suite of model offerings. You should be recognized as a reliable and trusted advisor and champion the Americas Wealth agenda. The position will be a hybrid sales role, with focused travel and time in the office.As Associate Regional Consultant, Model Portfolios:You will effectively educate clients and prospects on our product line's features and benefits and what differentiates SSIM from our competitors with a primary focus on model portfolios and a secondary focus on individual SPDR ETFs.You will identify the needs of our clients varying business practices and regularly provide compelling solutions, market insights, investment ideas, and sales support.You will have a keen investment acumen and operate as an expert on State Street Investment Management & SPDR ETFs portfolio management expertise, maintaining a deep knowledge of positioning, holdings, and investment results.You will personally own and be accountable for key clients, prospects, and CIOs across the Intermediary Wealth organization.You will cultivate new and existing relationships and drive overall Net New Revenue and Net New Assets in SSIM Model Portfolios.You will be responsible for leading and coordinating travel throughout the region with various partner firms including TAMP and advisory platform partners. Additionally, coordinate partner travel with internal and external SSIM distribution partners.You will build and maintain relationships with key internal business partners, including Internal & External Sales, Marketing, Research, and Client Enablement Teams to effectively deliver model resources to clients, including comparative analytics, capital markets insights and actionable investment ideas.You will facilitate an understanding of the Americas Wealth business and its strategy and priorities.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, inclusive of the effective use of business intelligence/data to drive NNA and ANNR.These skills will help you succeed in this role:Bachelor's degree requiredSeries 7 and 63 licensedMinimum 3-5 years of sales experienceStrong product knowledge of model portfolios, ETFs, mutual funds, separate accounts, and related productsSelf-motivated individual that can work both independently and within a team structureDemonstrate integrity; high energy and motivation to succeedExtraordinary verbal and written communication and sales presentation skillsHigh energy, motivated individual, with a dedication to excellenceAbility to learn and adapt quickly while applying creativityFocused travel as needed (~70% of the time to be spent in the SSIM home office, remaining 30% traveling to client offices, events, roadshows, etc.)Salary Range:$80,000 - $140,000 AnnualThe 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.Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.For a full overview, visit State StreetAcross 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.We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.Discover more information on jobs at StateStreet.com/careersRead our CEO StatementJob 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. #J-18808-Ljbffr STATE STREET CORPORATION

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Associate Regional Consultant, Assistant Vice President - Model Portfolios - State Street Inves[...] in Boston, MA vacancy
  • $80k - $140k

    STATE STREET CORPORATION is hiring an Associate Regional Consultant to work within their Investment Management’s U.S. Wealth Business. This role involves building...  ...with financial advisors, educating clients on model portfolios and SPDR ETFs, and driving revenue growth. The... 
    Suggested

    STATE STREET CORPORATION

    Boston, MA
    4 days ago
  • $120k - $202.5k

     ...motivated Securitized Portfolio Manager to join our Global...  ...joining is a part of State Street Investment Management,...  ..., risk profiles, regions and styles. As pioneers...  ...research frameworks, models, and portfolio construction...  ...to our Employee Assistance Program; incentive compensation... 
    Suggested
    Temporary work
    Flexible hours

    State Street Corporation

    Boston, MA
    3 days ago
  • $90k - $157.5k

     ...JOB DESCRIPTION State Street Investment Management (State Street IM) Model Risk Management (MRM) function is seeking...  ...improvement Collaborate with portfolio managers, traders, researchers,...  ...; access to our Employee Assistance Program; incentive compensation... 
    Suggested
    Temporary work
    Flexible hours

    State Street Corporation

    Boston, MA
    23 hours ago
  • $110k - $188.75k

     ...join us as the Vice President responsible for...  ...joining is a part of State Street Global Advisors,...  ...risk profiles, regions and styles. As...  ...Investment Operations, Portfolio Management,...  ..., including associated operational and...  ...to our Employee Assistance Program; incentive... 
    Suggested
    Temporary work
    Work at office
    Flexible hours

    State Street Corporation

    Boston, MA
    23 hours ago
  • $110k - $188.75k

     ...join us as the Vice President responsible for...  ...joining is a part of State Street Global Advisors,...  ...risk profiles, regions and styles. As...  ...Investment Operations, Portfolio Management,...  ..., including associated operational and...  ...to our Employee Assistance Program; incentive... 
    Suggested
    Temporary work
    Work at office
    Flexible hours

    STATE STREET CORPORATION

    Boston, MA
    2 days ago
  • $200k - $225k

     ...opportunity to serve as the senior regional security leader in a vitally...  ...Develop and refine operating models for specialized security...  ...disability plans, and an Employee Assistance Program Alexandria...  ...under applicable federal, state, and/or local law or ordinance... 
    Contract work
    Work at office
    Local area
    Flexible hours

    Alexandria Real Estate Equities

    Cambridge, MA
    1 day ago
  •  ...Assistant Regional Vice President For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it...  ...Collaborate with the Zonal VP to develop regional/state financial plans. Own execution, tracking, and delivery... 
    Full time
    Temporary work
    Work from home
    Relocation
    Flexible hours

    Hanover Insurance Group

    Boston, MA
    3 days ago
  • $110k - $188.75k

     ...for As VP, NA Marketing Manager for State Street Investment Management, you will:...  ...asset owners, financial institutions, consultants and DB and DC clients In-depth understanding...  ...; access to our Employee Assistance Program; incentive compensation including... 
    Temporary work
    Home office
    Flexible hours

    State Street Corporation

    Boston, MA
    2 days ago
  • $115k - $205k

    State Street Investment Management’s Client Coverage Group (CCG) is responsible...  ...segments, channels, and regions, including new business...  ...experience in strategy, consulting, financial services, or asset...  ...responsibilities; access to our Employee Assistance Program; incentive... 
    Temporary work
    Flexible hours

    STATE STREET CORPORATION

    Boston, MA
    4 days ago
  • $110k - $188.75k

     ...State Street Investment Management is seeking a Head of Content Operations (VP) to help ensure...  ...and capacity across teams and regions Identify bottlenecks and implement practical...  ...; access to our Employee Assistance Program; incentive compensation including... 
    Temporary work
    Flexible hours

    State Street Corporation

    Boston, MA
    23 hours ago
  • $175k - $225k

     ...For more information, please visit We are seeking an Associate Regional Vice President. This is a business development role working directly with...  ...may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations... 
    Full time
    Temporary work
    Remote work
    Flexible hours

    Wealth Enhancement Group

    Boston, MA
    23 hours ago
  • $110k - $188.75k

    State Street Investment Management is seeking a Vice President, Market Data Strategy & Vendor Management to...  ...Market Data operating model, including governance,...  ...relationship‑led delivery across regions and functions....  ...to our Employee Assistance Program; incentive compensation... 
    Temporary work
    Flexible hours

    STATE STREET CORPORATION

    Boston, MA
    4 days ago
  • $120k - $202.5k

     ...Description Providing legal support to State Street's Global Markets businesses is a challenging...  ...offerings and new product offerings. Assist with regulatory inquiries. Support senior global business colleagues. Manage consultations with external legal counsel. Ensure... 
    Temporary work
    Work at office
    Remote work

    STATE STREET CORPORATION

    Boston, MA
    4 days ago
  •  ...an opening for an Assistant Vice President, Underwriting Operations...  ...payroll approved states. These states can...  ...Encova Insurance associate and would like to...  ...risk to portfolio levels using models and methodologies...  ...of business on a regional or national scale.... 
    Work experience placement
    Remote work
    Work from home
    Flexible hours

    Encova Insurance

    Boston, MA
    4 days ago
  • $110k - $188.75k

     ...Who We Are Looking For State Street Investment Management is seeking a highly experienced...  ...investment and financial data for portfolio management, research, risk, and reporting...  ...delivery. Experience leveraging AI-assisted development tools to improve productivity... 
    Temporary work
    Flexible hours

    State Street Corporation

    Boston, MA
    2 days ago
  • $150k - $185k

     ...Regional Vice President (RVP) of Hospitality The Regional Vice President (...  ...managing amphitheaters and a portfolio of hospitality properties...  ...northeast region of the United States. This leadership role will...  ...component feasibility & consulting, owner's representation, sales... 
    Temporary work
    For contractors
    Remote work
    Worldwide

    Legends Global

    Boston, MA
    3 days ago
  • A leading property management firm is seeking a Regional Vice President to manage operations across a portfolio valued at over $100 million. This senior role involves overseeing financial performance, leading a team of Regional Managers, and building client relationships... 

    Blue Castle Agency

    Boston, MA
    3 days ago
  • $120k - $217.5k

     ...organization? As a Business Architect, VP at State Street Investment Management ("State Street IM...  ...capabilities, processes, and operating models with evolving business strategy and...  ...; access to our Employee Assistance Program; incentive compensation including... 
    Temporary work
    Flexible hours

    State Street Corporation

    Boston, MA
    4 days ago
  • $300k - $412.5k

     ...The EVP, GCD Regional Lead NA is responsible for client...  ...relationships with State Street's largest and most strategic...  ...-centric coverage model and deliver an...  ...the rest of the client portfolios Partner with all divisions...  ...to our Employee Assistance Program; incentive compensation... 
    Temporary work
    Flexible hours
    Shift work

    State Street Corporation

    Boston, MA
    2 days ago
  • $90k - $157.5k

    Who we are looking for. State Street is an industry leader in providing...  ...structures and a variety of portfolio investments. This...  ...processes and our operating model. What we value Strong critical...  ...responsibilities; access to our Employee Assistance Program; incentive... 
    Temporary work

    State Street

    Quincy, MA
    4 days ago
  • $90k - $157.5k

     ...from the activities within State Street Markets business unit (SSM)...  ...monitoring practices across the CCR portfolio Contribute to enhancing...  ...activities and exposure models (PFE, VaR...) Ability to...  ...responsibilities; access to our Employee Assistance Program; incentive... 
    Temporary work
    Work experience placement
    Flexible hours

    State Street Corporation

    Boston, MA
    2 days ago
  • $90k - $157.5k

     ...from the activities within State Street Markets business unit (SSM)...  ...monitoring practices across the CCR portfolio Contribute to enhancing...  ...activities and exposure models (PFE, VaR) Ability to identify...  ...; access to our Employee Assistance Program; incentive... 
    Temporary work
    Work experience placement

    State Street Corporation

    Boston, MA
    23 hours ago
  •  .... Under Vice President Jim Husson's leadership...  ...to serve as Associate Vice President (...  ...Personally manage a portfolio of top prospects...  ...clear service models and support strategies...  ...registered state in compliance with...  ...including tuition assistance and reimbursement... 
    Work at office
    Local area
    Shift work

    Harvard University

    Cambridge, MA
    3 days ago
  • $120k - $217.5k

    About the job State Street Investment Management Data, Analytics & AI Services (DAAIS) team...  ...Data Product and Execution Manager, Vice President to join our Boston office. This senior...  ...responsibilities; access to our Employee Assistance Program; incentive compensation... 
    Temporary work
    Work at office
    Flexible hours

    CFA Institute

    Quincy, MA
    4 days ago
  • $150k - $175k

     ...strives to be a model of diversity and...  ...proudly make up our region, nation, and...  ...information and providing assistance to all and...  ...Supervision Received : Vice President for Student...  ...MassArt) is seeking an Associate Vice President (...  ...accordance with state and federal... 
    Work at office

    State of Massachusetts

    Boston, MA
    2 days ago
  • $235k

     ...ASSOCIATE VP, MAJOR GIFTS - METRO NY, Advancement...  ...York, NY, United States Tracking Code...  ..., matrixed model that integrates new...  ...University leadership, regional engagement, and...  ...The Associate Vice President (AVP) for...  ...actively managing a portfolio of 4050 high-potential... 
    Full time
    For contractors
    Work at office
    Weekend work
    Afternoon shift

    Boston University

    Boston, MA
    4 days ago
  • $184.8k - $254.1k

     ...THE OPPORTUNITY The Associate Vice President, Insurance Product Product/...  ..., and simplified operating models. • Establish clear business...  ...significant annual investment portfolio. • Ensure delivery plans...  ...clearly articulating future‑state business needs. Oversee... 
    Full time
    Temporary work
    Apprenticeship
    Remote work

    Humana

    Boston, MA
    2 days ago
  • $85k - $137.5k

     ...Who we are looking for State Street is an industry leader in providing...  ...structures and a variety of portfolio investments. This...  ...processes and our operating model. • Recruit, hire, train, motivate...  ...; access to our Employee Assistance Program; incentive compensation... 
    Temporary work
    Flexible hours

    State Street Corporation

    Quincy, MA
    1 day ago
  • $150k

     ...Position Title: Assistant Vice President or Vice President, Development...  ...in the United States. Cottonwood’s...  ...Interface with sponsors, consultants, and legal teams throughout...  ...process Portfolio & Asset Monitoring...  ...~ Strong financial modeling and underwriting skills... 
    Full time
    For contractors
    Work at office
    Flexible hours

    Cottonwood Group

    Boston, MA
    3 days ago
  • $70k - $130k

     ...Role Summary The Assistant Vice President, Strategy Execution will serve as...  ...process redesign, operating model changes, and supplier engagement...  ...leads to define future-state processes and translate them...  ...eligible to participate in State Street's comprehensive benefits... 
    Temporary work
    Flexible hours

    State Street Corporation

    Boston, MA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate Regional Consultant, Assistant Vice President - Model Portfolios - State Street Inves[...]. Be the first to apply!