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Research Manager, Banking & Capital Markets
Recruited by Deloitte 10 months ago
Address Boston, MA, United States
Etf Internal Sales, Officer
Company | State Street |
Address | Boston, MA, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services,Investment Banking,Investment Management |
Expires | 2023-09-21 |
Posted at | 9 months ago |
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?
- 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
- 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
- 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
- Superior oral and written communication skills
- Series 7 and 63 preferred
- A strong familiarity of investment products and services, knowledge of ETFs a plus
- At least 2 plus years financial services experience
- Bachelor’s degree, Masters or other advanced degree preferred
- Willingness and ability to travel periodically
- 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
- Experience in wealth management industry
- Progress towards CIMA, CFA, CFP, MBA and/or advanced degree
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