Associate Regional Consultant - Model Portfolios, AVP - State Street Investment Management
$70k - $130kState Street Bank
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 of 3-7 years of sales experience preferred.Strong 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: $70,000 - $130,000 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 .About 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.SummaryLocation: ScottsdaleType: Full time
- State Street Corporation in the U.S. Wealth business seeks an Associate Regional Consultant, Model Portfolios to educate clients on our model portfolios and ETFs, build relationships with financial advisors in the Broker Dealer Channel, and drive revenue with a focus on...SuggestedHome office
$80k
...Dew Wealth Management is a Fiduciary Investment Advisory Firm that provides... ...entrepreneurs through a model that is disrupting... ...companies in the United States. We have also been... ...to manage their portfolio they need a strategic... ...move the needle. As an Associate Advisor, you'll work...SuggestedWork at officeEasy work$92.5k - $124.25k
...-carbon economy. As a Managing Consultant, Capital Project Delivery... ...across the Western Region. This is your opportunity... ...with federal, state, and local regulations... ...grow our development portfolio.What You'll BringRequiredBachelor... ...comprehensive service model that allows ERM to...SuggestedFixed term contractCasual workLocal areaFlexible hours$87.4k - $253k
...capabilities across strategy, consulting, technology, operations, Song... ...'s Enterprise Operating Model practice. We partner with Boards... ...have both in spades, and as a manager you’re a natural at appreciating... ...authorization in the United States. Candidates who are...SuggestedFull timeWork experience placementLive inWork at officeLocal area$90k - $110k
...an independent wealth management firm with an endless passion... ...financial plans and investment management services to... ..., AZ for an Associate Trust Officer ! The Associate... ...for administering a portfolio of trust accounts in accordance... .... To comply with state, pay transparency laws...SuggestedFull timeTemporary workWork experience placementWork at officeFlexible hours- ...Senior SAP PM & QM Consultant is responsible for... ...and Quality Management processes within SAP... ...maintenance operating model changes,... ...experience (If an, Associate’s Degree with 6 years... ...authorization in the United States.Candidates who are... ...Kirkland, 416 6th Street South, Corp;...Full timeWork experience placementLive inWork at officeLocal areaShift work
$19.23 - $38.47 per hour
C.H. Robinson is hiring an Associate Portfolio Executive to build and manage a customer portfolio while developing long‑term, trusted relationships. In this role, you will leverage AI‑powered tools to simplify quoting, planning, and scheduling—so you can focus on selling...Hourly payTemporary workWork at officeRemote workWorldwideFlexible hours1 day per week$41.71k - $50k
...Address: 9333 N 90th Street Job Family Group: Retail... ...personal banking and investment advice. Meets customer... ...activities (e.g. inventory management, escalated service... ...Some experience in a consultative customer service or sales... ...applicable federal, state and local law. BMO is...Part timeLocal areaDay shift$72k - $141k
...responsible for the overall management, business development, analysis... ...and coordination. May have regional, industry segment or company-... ...risk business.Keeps current on state/territory issues and... ...3 - Los Angeles-633 West 5th Street; US- CA77 - Walnut Creek - 21...Full timeWork experience placementWork at office- ...financial products. Associate Originators will not be... ...customer’s income, assets, investments or debts. Schedules... ...as outlined by management. Other functions as needed... ...as required by state. Valid driver’s license... ...required. Interacts with regional & corporate departments...
- Are you energized by investments, problem-solving, and delivering high... ...Income Group (FIG). FIG manages active and index bond funds... ...products, partner closely with portfolio managers, traders, and key business... ..., including daily portfolio modeling, reporting activities, and...Full time
$77k - $95k
...program implementation across the North Region. North Region States include but may not be limited to... ...role partners closely with Facility Management and Operations to ensure compliance... ...affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of...H1bWork at officeLocal areaRelocationVisa sponsorshipFlexible hours- ...the planet." What do our Pest Control Consultants do? The primary purpose of this role... ...to sell the company's Residential Pest Management Services and Products to new and existing... ...driver's license from your current state of residence (Company vehicle and gas card...Full timePart timeLocal areaImmediate start
- ...-Paid Sabbatical Eligibility After Five Years of ServiceThe Associate Consultant assists team members with a variety of tasks to provide client... ...Tracks and reports time and expenses in detail for self and Manager as needed.Takes direction from multiple team members to...Full timeWork at office
- ...strengthen relationships with colleagues, invest in yourself, be a trusted resource to... ...insurance and mutual funds as well as fee based managed accounts. Responsibilities Equitable... ...it takes You will be required to attain state life and health licenses, SIE, FINRA Series...Start working todayRemote work
$22.5 - $30 per hour
...primary, daily contact between Wealth Management Trust, Banking, or Investment customers and U.S. Bank. Working... ...departmental procedures. Basic Qualifications Associate degree, or equivalent work... ...facilities located in the United States and certain U.S. territories. The E...Temporary workWork experience placementWork at officeLocal area- ...scaled, fastest-growing HOA management companies in the United States, with 2,600 team members... ...profiled in the Wall Street Journal due to its consolidation... ...evaluation, financial modeling, valuation and risk... ...legal advisors Prepare investment materials, executive presentations...Temporary workWork at officeImmediate startLong distanceFlexible hours
- ...Associate Vice President, Strategic Planning About the Company... ...Services Insurance Investment Management Banking & Mortgages B... ...results-driven strategies. The AVP will also be responsible... ...projects, either from a top-tier consulting firm or a Fortune 100...
$117.38k - $168.29k
...standards. This is more than project management—it’s about guiding clients... ...point. As a Principal Consultant, Environmental FERC Project Manager... ...and coordinate with federal, state, and local agencies.Develop... ...its comprehensive service model that allows ERM to develop strategic...Full timeFixed term contractCasual workLocal areaFlexible hours- ...Wealth LLC in Scottsdale, AZ is seeking an Associate Family Office Fiduciary Advisor to... ...collaborate with Senior Advisors, Portfolio Management, and Planning Specialists to deliver comprehensive... ...wealth management, including investment, retirement, estate, and tax planning...Work at office
$80k - $130k
...billion in assets under management and advisement, Trajan... ...-growing Registered Investment Advisor firms in the country... ...integrated, in-house model - combining fee-only... ...and client-focused Associate Family Office Fiduciary... ...with Senior Advisors, Portfolio Management, Client...Base plus commissionTemporary workWork at officeRelocation package- ...privately held commercial real estate investment firm with more than $3 billion in assets under management and a 30-year track record... ...throughout the United States. The platform combines institutional... ...across a national retail portfolio. Qualifications: Education: Bachelor...Work at office
$72k - $141k
...an Excess & Surplus Underwriting Consultant, you are responsible for the overall management, business development, analysis and... ...-risk business. Keeps current on state/territory issues and regulations,... ...CA73 - Los Angeles-633 West 5th Street; Littleton, CO, USA; Irvine, CA,...Full timeWork experience placementWork at officeLocal area- ...After Five Years of ServiceThe Property Tax Consultant works with clients and internal teams to... ...to complete calculations.Value:Assist in managing high volume compliance portfolio.Provide exceptional client service to multi-state companies by working with a team to...Full timeWork experience placementSummer workInternshipLocal area
$120k - $148k
...The Role Is The Senior Associate, EPC Procurement is responsible... ...and construction portfolio. This role will independently manage defined EPC procurement... ...maintain EPC bid-levelization models to evaluate scope,... ...generating capacity in 26 states, including 9.1 GW of...Full timeContract workFor contractorsWork at officeLocal areaRelocationVisa sponsorshipFlexible hours- ...Group is a premier, national hospitality management company dedicated to evolving the... ...This is a general interest application for Model Bartender positions at the W Scottsdale... ...does not over-serve. Assist other associates as needed to meet guest's needs. Occasionally...Full timeTemporary workNight shift
- ...trade puzzle; we make the world go round. Global supply chain management is what we do, and at the heart of Expeditors you will find professionalism... ...communication with the Expeditors network, GNS Central and regional teams, service providers, and external partners. Schedule:...Work at officeMonday to Friday
- Position Overview The Reputation Management Specialist is responsible for maintaining and enhancing... ...reputation for Spotless Brands and its portfolio of companies Monitor, control and... ...This job description in no way states or implies that these are the only duties...Local area
$17 - $20 per hour
...Job Title: Pet Care Technician & Front Desk Associate Reports To: General Manager / Pet Care Management Location: Paw Commons Scottsdale Compensation... ...and Vision coverage (eligibility begins after 60 days). Invest in Your Future: 401(k) with company match and Paid Time...Hourly payFull time$108k - $120k
...The Role Is The Senior Associate, Procurement is... ...report to the Senior Manager, Procurement (Solar &... ...key inputs to cashflow models in support of the organization... ...Energy, Inc., our portfolio comprises approximately... ...generating capacity in 26 states, including 9.1 GW of...Contract workH1bWork at officeLocal areaRelocationVisa sponsorshipFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Regional Consultant - Model Portfolios, AVP - State Street Investment Management. Be the first to apply!
- senior associate architect Scottsdale, AZ
- IT associate Scottsdale, AZ
- cleaning associate Scottsdale, AZ
- equipment associate Scottsdale, AZ
- recruiting associate Scottsdale, AZ
- law associate Scottsdale, AZ
- strategy associate Scottsdale, AZ
- radiology associates Scottsdale, AZ
- facilities associate Scottsdale, AZ
- search associate Scottsdale, AZ


