Financial Planning and Analysis

• Personally own key client and strategic partner relationships as a member of the US Wealth Intermediary Team.
• Cover Registered Investment Advisors inclusive of Wealth Managers, Regional RIAs and local offices of RIA Aggregators, across the Northern California region.
• Identify the needs of our clients’ varying business practices and regularly provide meaningful market insights, product information, investment ideas and sales support.
• Operate as a subject-matter-expert on State Street IM & SPDR ETFs portfolio management, maintaining a deep knowledge of positioning, holdings and investment results.
• Effectively educate clients and prospects on our product line's features and benefits, and what differentiates us from our competitors.
• Cultivate new and existing relationships, driving Net New Revenue and Net New Assets with the highest areas of concentrated wealth within the channel.
• Responsible for leading and coordinating travel throughout the region with various sub-advisory partners and index providers including the World Gold Council, DoubleLine Capital, Blackstone, Bridgewater Associates and Galaxy Asset Management.
• Leverage centers of influence and key relationships within the RIA ecosystem, including custody and TAMP partners such as Charles Schwab and Envestnet, along with wealth platforms like Ethic, to drive business growth and strategic initiatives.
• Build and maintain relationships with key internal business partners, including the Internal Sales, Marketing, Research, and Client Enablement teams to effectively deliver State Street IM and SPDR ETF resources to clients.
• Partner with the Internal Sales Team to effectively deliver SPDR ETF and State Street IM resources to clients, including comparative analytics, capital markets insights and actionable investment ideas.
• Facilitate an understanding of State Street IM and its strategy and priorities.
• Mentor internal peers on the team.
• Deliver risk excellence and comply with the sales supervision culture that demonstrates and promotes the highest ethical standards.
• Demonstrate initiative to continuously hone sales skills and pursue professional development.

Regional Consultant, VP II

Financial Solutions Advisor